Managing Partner, Financial Services and Insurance

5 days ago

Toronto, Canada Info-Tech Research Group Inc. - Canada Full time

**Are you a seasoned technology**_ _**sales and delivery professional looking for a new challenge?**

Info-Tech Research Group, a wholly owned Canadian Company, is building a team of Managing Partners and Senior Managing Partners to lead our public and commercial sector teams within North America to help us continue to grow our membership and help IT and business leaders and their teams succeed.

We offer uncapped commission with generous base, great benefits including a yearly trip for top performers, and a vibrant and collaborative company culture. In short, we are an innovative place to work and we reward hard work and talent.

For the past 20 years, we have seen year over year growth and are actively investing to create dedicated sales, delivery, and leadership to support key sectors. This is an executive level position that will have broad responsibilities to drive growth in specific key markets.

**You'll be a good fit if you....**

Already have 10+ years of experience in both sales and delivery roles serving technology and business leaders within the **Financial Services and Insurance **with a proven track record of sales and delivery success.
- Are motivated to hit or exceed sales and revenue targets.
- Are excited by the prospect of building new skills and mentoring sales and delivery teams
- Able to build and maintain trust-based, value added relationships with technology and business leaders at the CxO level
- Understand how to contract within the **Financial Services and Insurance **and develop master contract vehicles with clients that can be used continuously
- Passionate about advising senior leaders to achieve their strategic imperatives through enablement of technology-enabled, business mission critical programs within the **Financial Services and Insurance**

**Key Responsibilities**
- Responsible for orchestrating the full suite of Info-Tech products and services and architecting integrated solutions to strategic prospective and current clients
- Within the Research and Advisory business unit, build offerings & sales strategy to increase Research & Advisory sales and revenue within your sector
- Within the Consulting business unit, coordinate offerings & sales strategy and existing project oversight to increase consulting sales and revenue.
- Lead a team of seasoned service delivery executives who are responsible for providing clients with extraordinary value focused within your sector
- Provide oversight over the delivery of services being provided to existing clients to ensure retention and growth.
- Responsible for ensuring that current clients are retained and that the contract value of these clients grow on a year-to-year basis.
- Ensure consistent monthly prospecting and lead generation activity targeting the right buying centers, leveraging online resources and sales tools across all Info-Tech business units within the Senior Managing Partner territory.
- Execute sales appointments to a high standard demonstrating proficient product and functional knowledge and adherence to Info-Tech Research Group’s sales processes and methodologies.
- Successfully manage sales opportunities through the pipeline in an efficient manner.
- Provide senior leadership team with on-going customer feedback to help shape sales and marketing effectiveness, product improvement and innovation.
- Partner with the research department to include relevant analysts on sales presentations as needed.
- Provide executive presence for all major events within the market, including intervention with clients who are unhappy with their current level of service.
- Ensure focus and prioritization of the contracts, bids and opportunities that arise in the marketplace to ensure time is well spent on the largest and highest return on associate’s time.

**Experience**
- Prior experience selling to IT and business leaders preferred.
- Prior experience selling IT Research, Advisory and Consulting services.
- Prior experience selling IT related products and/or services within the **Financial Services and Insurance.**:

- Prior experience working as a delivery consultant within the **Financial Services and Insurance.**:

- Prior experience leading a high-performing team of delivery professionals
- Proven ability to build and maintain trusted relationships with c-level executives, and staff at all levels across the organization.
- Proven ability to participate in value-based client conversations.
- Collaborative, with superior listening, critical thinking, and verbal/written communication skills.
- Ability to thrive in an entrepreneurial, flexible, rapidly changing work environment.
- Intellectually curious about the effect of IT on the business landscape, with a passion for continuous learning.
- Ability to travel to conduct onsite meetings with prospective clients.
- Home office space available until office space is made available in the future.
- Master’s Degree.
- Must have a valid passport or enhanced licensed for travel

  • Insurance Risk Manager

    4 weeks ago

    Toronto, Ontario, Canada The Hiring Partner Inc Full time

    Job OverviewThe Hiring Partner Inc is seeking a highly skilled Insurance Lawyer to join our team. This exciting opportunity will provide the successful candidate with a challenging and rewarding role that offers excellent career growth prospects.About the RoleWe are looking for a seasoned Insurance Lawyer with 3-5 years of experience in private practice,...

  • Compliance Officer, Financial Planning

    1 week ago

    Toronto, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Insurance Sales Manager

    7 months ago

    Toronto, Canada Neilson Financial Services Full time

    **Job Role**: **Are you a highly motivated and determined Sales Manager? Then this is your opportunity to join our growing sales team in our Financial Sales office, located in Toronto** Neilson Financial Services are looking for a strong Sales Manager to join our team and lead a team of fantastic Sales Agents selling life insurance products via outbound and...

  • Insurance Sales Manager

    7 months ago

    Toronto, Canada Neilson Financial Services Full time

    **Are you a highly motivated and determined Sales Manager? Then this is your opportunity to join our growing sales team in our Financial Sales office, located in Toronto** Neilson Financial Services are looking for a strong Sales Manager to join our team and lead a team of fantastic Sales Agents selling life insurance products via outbound and inbound...

  • Manager, Insurance Marketing Strategy

    5 days ago

    Toronto, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online. That’s...

  • Manager, Key Partner Management

    7 months ago

    Toronto, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 500 Lakeshore Blvd. West, Toronto, Ontario, M5V 2V9 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type...

  • Strategic Financial Services Manager

    13 hours ago

    Toronto, Ontario, Canada BMO Financial Full time

    About the RoleWe are seeking an experienced Strategic Financial Services Manager to join our team. As a key member of our financial services group, you will play a vital role in helping clients achieve their financial goals.Job DescriptionTaking a proactive approach to engaging with new and existing customers, you will identify opportunities to grow loyalty...

  • Client Service Assistant- Commercial Insurance

    5 months ago

    Toronto, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to do...

  • Financial Services Project Manager

    4 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial solutions in North America. As a Senior Business Analyst, you will play a key role in delivering IT projects that meet the evolving needs of consumers and business owners.Job SummaryWe are seeking an experienced Senior Business Analyst to join our team. The successful candidate will have a...

  • Financial Services Marketing Strategist

    4 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job DescriptionMomentum Financial Services Group is a leading provider of financial services in North America, committed to delivering innovative solutions to meet the evolving needs of consumers and business owners.About the RoleWe are seeking an experienced Senior Marketing Manager to lead the development and execution of comprehensive marketing strategies...

  • Financial Services Risk Management Specialist

    3 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Risk Management Specialist. In this role, you will play a critical part in identifying, assessing, and mitigating risks associated with our financial services operations.About BMO Financial GroupBMO Financial Group is a leading bank in...

  • Client Executive

    1 week ago

    Toronto, Canada BFL CANADA Risk and Insurance Full time

    WHO ARE WE? Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,200 professionals located in 24 offices across the country. Our employees have free rein to demonstrate their...

  • Financial Services Professional

    2 weeks ago

    Toronto, Ontario, Canada BMO Financial Full time

    About BMO Financial GroupWe are a leading financial institution with a strong commitment to helping our customers achieve their financial goals. Our team of experts provides personalized solutions and guidance to help individuals and businesses succeed.Job SummaryWe are seeking a Financial Planner to join our team. As a Financial Planner, you will work...

  • Manager, Canada Financial Services and Insurance

    7 months ago

    Toronto, Canada Fisker Inc Full time

    About Fisker Inc. California-based Fisker Inc. is revolutionizing the automotive industry by developing the most emotionally desirable and eco-friendly electric vehicles on Earth. Passionately driven by a vision of a clean future for all, the company is on a mission to become the No. 1 e-mobility service provider with the world’s most sustainable...

  • Insurance Advisor

    7 months ago

    Toronto, Canada Lorrie Howe Insurance and Financial Services Full time

    **Overview**: **Responsibilities**: - Analyze clients' insurance needs and present suitable options - Negotiate insurance terms with underwriters to secure the best policies for clients - Communicate effectively with clients to explain coverage details and assist with claims - Conduct market research to stay informed about industry trends and offerings -...

  • Avp, Management Liability and Financial

    1 month ago

    Toronto, Canada CNA Insurance Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Officer position responsible for providing overall underwriting...

  • Regional Manager, Insurance

    7 months ago

    Toronto, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us!** Recognized as a Top 100 Employer; Western creates space for our people to grow and learn. We empower all our team members to challenge the status quo and reward them for their performance. If you share our values, you'll find a home among our 1,800+ team members. **We are looking for an Ontario -...

  • Human Resources Business Partner

    6 months ago

    Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Human Resources Business Partner - 12 month Contract Position Purpose of role Reporting to the Vice President, Talent Management & Business Partners, the Human Resources Business Partner (HRBP) provides advice to business leaders, managers, and employees on all human resources related matters such as employee relations,...

  • Manager, Financial Reporting

    7 months ago

    Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Manager, Financial Reporting Purpose of role Reporting to the AVP, Financial Reporting and Investment Services, the incumbent will lead a team of Senior Financial Analysts supporting the day-to-day financial reporting including quarterly and annual regulatory reporting. This role will also work closely with various business...

  • Financial and Insurance Services

    6 months ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...