National Accounts Specialist
3 weeks ago
About AGF:
Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.
About the Team:
The National Accounts Team works with the Retail Sales and Capital Partners teams who are responsible for servicing our clients by providing value-add solutions and exceptional client experience while driving growth and AUM. The team values innovation, leadership, and personal commitment. Our growth and success are the direct results of our employees' commitment and dedication, and our disciplined approach to investing.
About the Role:
The National Accounts Specialist role is a dynamic and exciting opportunity. Reporting to Senior Vice President, National Accounts, the National Account Specialist is responsible to help support the overall National Accounts function on bank and independent dealer platforms. The responsibilities for this role primarily include forging relationships with AGF’s national account clients, strategy approvals, AGF’s Separately Managed Accounts (UMA/SMAs), recommend and approved investment strategies, ETFs, Private & Liquid Alternatives, conferences, model portfolios, analyst meetings and research.
You are an energetic team player who is passionate about the markets and motivated to make an impact. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.
Your Responsibilities:
- Support the National Accounts team and with opportunities to increase AUM and add new strategies on dealer platforms, including Alternative strategies, within existing and new National Accounts clients.
- Help manage the pipeline of national account opportunities.
- Help support and maintain strong relationships with dealers and key stakeholders.
- Collaborate with internal stakeholders (i.e., Sales, Marketing, Product, and Compliance) to execute requests related to National Accounts and client specific needs.
- Maintain working knowledge of industry and dealer trends by staying informed of new products and services rolled out by dealers.
- Prepare and coordinate presentations, conference calls, dealer conferences, marketing materials, and activity reporting.
- Prepare regular updates and reporting against national account objectives.
- Lead the coordination of service due diligence by prepping material for key dealers.
- Create and drive better efficiencies on existing workstreams by working with internal stakeholders to identify gaps and communicating any updates to both Analysts and our internal stakeholders.
- Collaborate on training and support on Focused Dealers and Retail Sales
Your Qualifications:
- 2-5 years of experience in the Sales or Finance industry
- Bachelor's degree in finance or a related field
- Working knowledge of investment strategies encompassing UMA/SMA, and ETF products, including competitive offerings and market trends
- High learning agility, with the ability to deepen knowledge of AGF’s investment products and strategies.
- Strong computer and phone skills, including Microsoft Office (Word, Excel, Power Point)
- Strong analytical skills
- Ability to create and maintain relationships.
- Strong communication skills, both written and verbal
- Excellent interpersonal, judgment & decision-making skills
- Self-motivated and ability to be a great team player.
Additional Strengths you may bring to the role:
- CFA is a strong asset
- Proficient in Morning Star Direct
- Working knowledge of Unified Managed Accounts
No unsolicited agency referrals please.
R10961
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