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Director, Client Portfolio Management

4 months ago

Montréal QC, Canada RPIA Full time

We are currently seeking a full-time permanent Director, Client Portfolio Management - Wholesaler, to join our Client Portfolio Management team. As Director, Client Portfolio Management - Wholesaler, you have a solid knowledge of the financial services industry and RPIA’s investments solutions to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on growing assets under management. You will design and implement the territory's executive plan to meet and exceed sales and business objectives by developing and maintaining relationships with independent financial advisors. This is a remote role, based out of Montreal, QC.The duties and responsibilities of the Director, Client Portfolio Management include but are not limited to:Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the right investment solutionImplement a territorial business plan focused on deepening relationships with existing clients and engaging in prospecting activities to expand the reach of RPIAConsistently meet and exceed minimum activity and sales targetsConsistently demonstrate effective prospect management and prioritization and territory coverageMaintain solid knowledge of RPIA investment solutions, competition, and financial marketsEffectively utilize sales tools provided, including CRM technologyConduct, track, and analyze effectiveness/impact of targeted sales campaigns using MS Excel, hypothetical illustration tools, financial calculators, and WebEx presentationsConduct business development activities such as presentations at branch meetings, advisor and investor seminars, and participating in dealer conferencesRepresent RPIA at industry eventsCritical Competencies Technical Knowledge – Strong understanding of the financial services industry, credit markets, and mutual funds. Working knowledge of applications Microsoft Word, Excel and OutlookCommunication – Proficient and persuasive speaker with fluent knowledge of English and French to effectively manage interactions with both English- and French-speaking clients and colleagues.Customer Focus – Excellent interpersonal skills with a focus on customer centricity. Strong ability to manage and deepen relationships throughout the client lifecycle.Strategic Mindset – An action-oriented self-starter who adopts a strategic mindset, focused on developing a business plan for the assigned territory. Agile approach with a willingness to learn new things and adapt to changing market environments.Requirements:Bachelor's degree in an appropriate disciplineA minimum of 5 years relevant experience, including 3 years in salesSuccessful completion of the Investment Funds in CanadaSuccessful completion of the Canadian Securities Course (CSC) (an asset)Successful completion of the CFA designation (an asset)Additional InformationPosition Type: Full Time PermanentWork Location: Montreal (Remote) To learn more about life at RPIA visit our firm’s magazine, Voices of RPIA: is proud to be Great Place to Work Certified™. What sets us apart?Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits. Homewood Health Employee and Family Assistance Program to support mental wellbeing and extends to all family members in your household.Opportunities for professional and personal growth through:Cross functional Mentorship ProgramInternally curated Leadership Skills training program Community outreach opportunities organized through our volunteer lead Allyship and Social committees.RPIA is an Equal Opportunity EmployerWe believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at hr@rpia.ca if you require an accommodation during the recruitment process.Our culture is defined by our five core values: excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 100 employees and $8+ billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.Nous cherchons actuellement à pourvoir un poste permanent à temps plein de directeur/trice, Gestion de portefeuille de clients - Wholesaler, pour notre équipe de Gestion de portefeuille de clients. En tant que directeur/trice, Gestion de portefeuille de clients - Wholesaler, vous avez une connaissance approfondie du secteur des services financiers et des solutions de placement de RPIA afin de conclure des ventes de façon proactive et de soutenir les conseillers en placement dans le territoire désigné. Il vous incombe de générer de nouvelles ventes tout en vous concentrant sur la croissance des actifs sous gestion. Vous concevrez et mettrez en œuvre le plan directeur du territoire pour atteindre et dépasser les objectifs de vente et d’affaires en tissant et en entretenant des relations avec des conseillers financiers indépendants. Il s’agit d’un poste à distance basé à Montréal, au Québec.Les fonctions et responsabilités du directeur/trice, Gestion de portefeuille de clients, comprennent notamment ce qui suit :Tenir des réunions de vente individuelles de façon proactive en utilisant une approche de vente consultative pour cerner les besoins, les enjeux ou les occasions afin de trouver la bonne solution de placement.Mettre en œuvre un plan d’affaires territorial axé sur l’approfondissement des relations avec les clients existants et l’organisation d’activités de prospection pour élargir la portée du RPIA.Atteindre et dépasser continuellement les cibles minimales d’activité et de ventes.Constamment faire preuve d’efficacité dans la gestion des clients potentiels, la définition des priorités et la couverture du territoire.Conserver une solide connaissance des solutions de placement de RPIA, de la concurrence et des marchés financiers.Utiliser efficacement les outils de vente fournis, y compris la technologie CRM.Favoriser, suivre et analyser l’efficacité/l’incidence de campagnes de vente ciblées en utilisant MS Excel, des outils d’illustration hypothétiques, des calculatrices financières et des présentations WebEx.Mener des activités de développement des affaires comme des présentations lors de réunions de succursales, des séminaires à l’intention des conseillers et des investisseurs et participer à des conférences de courtiers.Représenter RPIA lors d’événements de l’industrie.Compétences essentielles Connaissances techniques – Solide compréhension du secteur des services financiers, des marchés du crédit et des fonds communs de placement. Connaissance pratique des applications Microsoft Word, Excel et OutlookCommunication – Orateur compétent et persuasif ayant une bonne connaissance de l’anglais et du français afin de gérer efficacement les interactions avec les clients et les collègues francophones et anglophones.Accent sur le client – Excellentes habiletés interpersonnelles, l’accent étant mis sur le client. Capacité solide de gérer et d’approfondir les relations tout au long du cycle de vie des clients.Esprit stratégique – Une personne entreprenante axée sur des mesures concrètes, qui a un état d’esprit stratégique et est orientée sur l’élaboration d’un plan d’affaires pour le territoire désigné. Approche agile, avec une volonté d’apprendre de nouvelles choses et de s’adapter à l’évolution des marchés.Exigences :Baccalauréat dans une discipline appropriéeAu moins 5 ans d’expérience pertinente, dont 3 ans en ventesRéussite du cours Fonds d’investissement au CanadaRéussite du Cours sur le commerce des valeurs mobilières au Canada (CCVM) (un atout)Titulaire de la désignation d’analyste financier agréé (CFA) (un atout)Renseignements supplémentairesType de poste : Permanent, à temps pleinLieu de travail : Montréal (à distance) Pour en savoir plus sur la vie à RPIA, visitez notre magazine Voices of RPIA : est fière d’être certifiée Meilleur lieu de travailMC. Qu’est-ce qui nous distingue ?Un régime d’avantages individuel et familial exceptionnel qui comprend une assurance maladie, une assurance soins dentaires et une assurance soins de la vue, ainsi que des crédits supplémentaires pour dépenses en soins de santé et de bien-être. Programme d’aide aux employés et à leur famille de Homewood Santé pour soutenir le bien-être mental. Il s’applique à tous les membres de la famille de votre ménage.Possibilités de croissance professionnelle et personnelle grâce à :Un programme de mentorat interfonctionnelUn programme de formation interne en leadership Des occasions de sensibilisation communautaire organisées par l’entremise de nos comités d’allégeance et de socialisation dirigés par des bénévoles.