Portfolio Manager
1 month ago
Firm: A leading portfolio management company with over $200 billion in assets under management.
This is an inside sales role with a focus on calling high-net-worth leads provided by the firm, scheduling video meetings with prospective clients, and gathering new assets. The firm actively markets their services via direct mail, internet, and other mediums, resulting in thousands of prequalified responses from interested investors willing to invest a minimum of $500,000.
The firm provides all lead flow and comprehensive sales support, with a dedicated portfolio management and service team responsible for transitioning and retaining client relationships.
Key Highlights:
- Base salary of $100,000 to start, with uncapped commission potential
- Average total compensation of $250-$300,000, with top producers earning up to $400,000
- 100% coverage of health, medical, dental, and vision care for you and your dependents
- 50% 401(k) matching
Join our team and take advantage of this exciting opportunity to grow your career in the financial industry.
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Winnipeg, Manitoba, Canada Staffing In Motion Full timeJob Title: Private Client AdvisorFirm: A leading portfolio management company with over $200 billion in assets under management.This is an inside sales role with a focus on calling high-net-worth leads provided by the firm, scheduling video meetings with prospective clients, and gathering new assets for the firm. The firm actively markets their services via...
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Winnipeg, Manitoba, Canada Staffing In Motion Full timeJob Title: Private Client AdvisorFirm: A leading portfolio management company with over $200 billion in assets under management.This is an inside sales role with a focus on calling high-net-worth leads provided by the firm, scheduling video meetings with prospective clients, and gathering new assets for the firm. The firm actively markets their services via...
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Winnipeg, Manitoba, Canada Staffing In Motion Full timeAbout the RoleFirm: A leading portfolio management firm with over $200 billion in assets under management.This is an inside sales role with a focus on scheduling video meetings with prospective clients to gather new assets. The firm actively markets their services via direct mail, internet, and other mediums, resulting in thousands of prequalified responses...
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Portfolio Management Advisor
1 month ago
Winnipeg, Manitoba, Canada Staffing In Motion Full timeAbout the RoleFirm: A leading portfolio management firm with over $200 billion in assets under management.This is an inside sales role with a focus on scheduling video meetings with prospective clients to gather new assets. The firm actively markets their services via direct mail, internet, and other mediums, resulting in thousands of prequalified responses...
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