Manager, Institutional Sales

6 months ago

Toronto, Canada Trez Capital Full time

Why Join Trez Capital?
Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured mortgage investment funds and investment assets. We have built our reputation on doing what we say, with a results-oriented approach to everything we do. We are building a better future as we proudly build better places for people to live, work and play. We are committed to our values - Trust, Respect, Excellence, and Zest - in all that we do.
We pride ourselves on our relationships and are passionate about providing exemplary client service, creating loyal and satisfied investors and borrowers and fostering a collaborative environment in which our employees can excel. We believe in hiring the best people who are as committed to creating incredible experiences for our clients and our team members. We set bold goals and deliver results.

**Job Purpose**:
The Manager, Institutional Sales works directly with the Vice President, Institutional Sales, to play an integral role in outbound sales prosecting in the Canadian marketplace, targeting the institutional segment, including pension plans, endowment/foundations, financial institutions, and consulting community to achieve significant net sales results.

**Primary Accountabilities**:

- Communicate effectively with external clients demonstrating detailed knowledge of the firm’s products and services.
- Develop and maintain successful client relationships through timely customer-focused communications.
- Manage existing client relationships; conduct quarterly reviews and identify and communicate customer needs.
- Develop and implement strategies to expand the firm’s network and scope of services for existing and potential clients.
- Maintain up-to-date client files.
- Assist in marketing efforts, including creating client presentations, webinars, and educational materials.
- Participate and engage in client events and seminars as required.
- Adhere to all organizational compliance and regulatory policies, ensuring accurate documentation of client interactions.

**Additional Accountabilities**:Embraces the Trez Capital core values**:

- We build Trust through the integrity of our people and our actions. We have built our reputation on transparency and doing what we say, with a rigorous, results-oriented, risk-managed approach to everything we do.
- We pride ourselves on the Respect we create inside and outside the firm. We are passionate about providing exemplary client experiences creating loyal and satisfied investors, partners and borrowers and fostering a collaborative environment in which our employees can excel.
- We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success.
- Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.
- Complies with all policies and procedures, work rules, and standard operating procedures.
- Safeguards the interests of the business, our people, and our clients.
- Completes other related duties as required.

**Qualifications and Experience**:

- Bachelor’s degree in business, finance, economics, or a related field.
- Proven experience in sales, particularly in the financial or institutional sector
- Strong understanding of financial products and services
- Excellent communication and relationship-building skills
- Ability to develop and execute strategic sales plans.
- Strong organizational skills and attention to detail.
- Ability to travel as needed for client meetings and events.
- Completion of the CSC or EMD licensing would be an asset.

**Working Conditions**:
Standard office environment

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