Business Development Manager

3 months ago

Calgary, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW

Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with two (2) District Vice President’s, the BDM serves as a sales consultant to the specified territory.

WHAT YOU WILL DO
- Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients
- Generating referrals for your respective DVPs
- Perform account management and customer service duties for established clients
- Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends
- Develop sales campaigns and materials and assist in delivery of sales presentations
- Assist in responding to due diligence questionnaires
- Perform (monthly, quarterly, etc.) territorial sales and asset reporting in collaboration with DVPs
- Collect client and competitor information from Internet and other sources
- Work closely with and support efforts of other team members
- Assist in administrative functions as required

WHAT YOU WILL BRING
- Minimum 2 years financial services industry experience in a sales capacity
- University degree
- Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
- Securities, mutual fund products, and investment industry
- Advance expertise in MS Office (Word, Excel, PowerPoint)
- Excellent communication and interpersonal skills in managing relationships with clients
- Strong time management and organization skills with the ability to meet deadlines
- Resourcefulness and creative problem solving skills to provide effective solutions for clients

WORKING CONDITIONS:

- Routine office environment.
- May require attending marketing functions and activities which extend beyond normal office hours.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines

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