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Vice President
2 months ago
Vice President – Client Relationships
ACM Advisors ("ACM") provides fixed income investment solutions and commercial mortgage financing. ACM is dedicated to providing our investors with superior returns on investments in pooled funds of mortgages and related fixed income securities backed by quality Canadian commercial real estate properties. We accomplish this goal through well-established sources of investment opportunities along with prudent underwriting and timely decision-making, implemented with the expertise and experience of our professional management team. ACM is a majority owned subsidiary of EQB Inc. (TSX: EQB).
Description:
Under the direction of the Senior Vice President – Business Development, the VP – Client Relationships assists the Business Development Team with the execution of fund marketing strategies and capital raising for ACM. The Vice President – Client Relationships will be a self-starter with excellent communication skills who is eager to provide best-in-class client servicing.
Team: Business Development
Location: Montreal, 1200 McGill College, Suite 1100, Montreal, QC, H3B4G7
Key Responsibilities / Functions:
- Implementation of all marketing and sales strategies for ACM funds;
- Undertake research, update, and maintain ACM's database of leads and contacts focusing on the Quebec, Atlantic and Ottawa, Ontario markets;
- Aid in the development of marketing materials, with translations to French, in compliance with the requirements of the respective Securities Act(s);
- In conjunction with the Business Development Team, respond to incoming requests for product information on a timely basis including formal RFPs;
- Execute on a disciplined lead generation program involving targeted research, emails, phone calls, and follow-ups;
- Provide in-person and remote presentations to prospects as required in French or English;
- Implementation of all relationship management programs, including annual lunches and special events for clients;
- In conjunction with the Client Servicing Team, track updates to client accounts and requests for servicing;
- Assist the Client Servicing Team in the monthly subscription closing process including follow-up with clients for any missing information;
- Deliver customized monthly, quarterly, and annual updates to investment advisors and other current clients as required in French and/or English;
- Network at industry conferences.
What you bring to the team:
- 5-10 years of experience preferred in a similar role or role with similar attributes in the investment management industry;
- Bachelor of Commerce, or equivalent;
- Completed Canadian Securities Course;
- CFA charter holder or MBA is an asset;
- First-rate interpersonal skills;
- Sound knowledge of marketing and sales practices for financial products;
- Excellent computer skills;
- Must excel in a team environment;
- Strong written and verbal communication skills in both French and English;
- Prior experience in commercial mortgages and with Microsoft Dynamics CRM are bonuses;
- Must be willing to travel.
Application Process:
We are a diverse and national team with a culture that is focused on collaboration, inclusion and well-being in the belief that empowered employees and an equitable environment make for a stronger overall organization. We value the unique skills and experiences each individual brings to ACM, and are committed to creating and maintaining an inclusive and accessible environment for everyone. We invite any and all candidates to apply, and if any applicant should require accommodation or special assistance to help navigate the process, please include the details of your request within your application. Qualified applicants are asked to submit their cover letter and resume to [email] with a reference to "VP – Client Relationships" in the subject line no later than September 6th, 2024. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
