External Wholesaler

3 weeks ago

Toronto, Canada Invest X Full time

**The Company**

InvestX was launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that, for many decades, were exclusive to a limited investing population. With over US$500 million in investments and 80+ portfolio companies, we work with leading North American registered security firms to offer accredited investors private equity investment opportunities in companies including Airbnb, SoFi, Spotify, DocuSign, Patreon, and many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our 4th Fund.

InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.

**About the Role**

We are looking to add motivated, goal driven individuals to our distribution team. To be successful in this role requires the stamina of running a marathon, and the ability to run a series of sprints within that marathon. You are a top performing external wholesaler with a track record of building territory momentum. You have high energy, excellent communication skills and are highly organized. You can also communicate equally well with accredited investors and sophisticated hedge fund managers.

**Location**:

- Toronto, ON

**Key Accountabilities**
- Perform pro-active sales calls, meetings, and sales campaigns to promote InvestX product offerings to existing and new financial advisors and investors.
- Raise and retain assets under management within a geographic territory by conducting proactive phone calls, and one-on-one and group appointments. These meetings will be both in person and virtually, with financial advisors and direct investors to share sales ideas, provide product information, gather marketing data, and offer sales support.
- Deliver effective presentations to promote InvestX Private Equity investment offerings and competitive advantages.
- Develop and implement a business plan and sales strategy.
- Develop and enhance industry and product knowledge to effectively communicate and build credibility with financial advisors and investors.
- Update daily call activities and maintain accurate advisor records within Salesforce on a timely basis; perform ongoing territorial sales and asset reporting.
- Maintain a comprehensive understanding of market, advisor, and investor trends.
- Work closely with and actively support efforts of other Distribution Team members.
- Achieve activity targets.

**Qualifications**
- Bachelor's Degree.
- Minimum 5 years of wholesaling experience in the financial services industry.
- Private equity, alternative investment, equity trading and/or wealth management experience.
- Knowledge of or experience in securing product selling agreements with Broker/Dealers
- Highly and self motivated to build relationships and close sales.
- Effective communicator (written and verbal) with sound interpersonal and team building skills.
- You are passionate and have a strong desire to grow and succeed.
- Ability to prioritize activities, meet deadlines and work under pressure in a fast-paced, entrepreneurial environment.
- Must be actively licensed and registered with the Ontario Securities Commission (OSC) and the Canadian Securities Administrators (CSA).
- Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.
- A Criminal Record Check and Credit Check is required for this position.

**Salary & Benefits**
- Actual salaries may vary based on factors, such as skill, experience, location and qualifications for the role
- 2024 range is $100,000 - $120,000 CAD plus incentive plan
- Comprehensive Health & Benefit plan

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