Vice President, Asset Management

4 months ago

Calgary, Canada Norrep Capital Management Full time
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The mandate will be to expand sales growth and service the retail Investment Advisor (IIROC & MFDA) channel for NCM’s complete retail product lineup including mutual funds, alternative funds, and other structured products.Increase market share and retain assets within your territory, working with an inside sales support team member.Conduct sales meetings and presentations with Advisors promoting NCM investment products.Maintain a high level of sales activity in the territory to ensure that NCM investment products remain top of mind for the existing NCM Advisor network and through cultivation of a prospect channel of new advisor and platform relationships.Develop a strategy to achieve weekly sales activities objectives.Record daily activities using Salesforce (CRM).Develop effective and professional working relationships with NCM’s investment management team, inside sales team and other NCM partners.Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with the NCM sales team, and provide sales strategies, concepts, marketing ideas and support.University degree in Finance or equivalent industry education (CFP or CIM designation is a great asset).Minimum of 5 years wholesaling or advisor experience in the retail financial services industry, including previous sales and client service experience utilizing mutual funds, ETFs, alternative funds, and other products.A minimum of 10 years of experience in the Investment industry, in sales and service related areas.Business planning skills is an asset.Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results.Excellent English verbal, written communication, and presentation skills.Self-motivated with strong self-management ability.Capable of applying information about the economy, competitor products and services and other financial information to influence sales.Available to travel and flexible for unusual work schedules (valid driver’s licence).Alberta and Saskatchewan
Calgary, Head Office

Sales

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