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AVP, National Account Growth Specialist

7 days ago

Toronto, Ontario, Canada AGF Management Limited Full time

Your Responsibilities

  • Build and Maintain Strong Connections: Develop and maintain strong connections with investment dealers, head office gatekeepers, and analysts to achieve business goals.
  • Incorporate Recommended Lists: Incorporate recommended lists, UMA/SMA, models, alternative strategies, ETFs, and segregated funds on dealer platforms.
  • Drive AUM Growth: Drive AUM growth across various business lines and facilitate the approval of OM-related strategies.
  • Organize Conferences: Organize conferences, national calls, road shows, and national account-sponsored events.
  • Schedule Quarterly Meetings: Schedule and conduct quarterly meetings with head office gatekeepers and analysts.
  • Partner with Stakeholders: Partner with internal stakeholders and multi-channel distribution partners as subject matter expert.
  • Provide Subject Matter Expertise: Provide subject matter expertise on Mutual Fund Recommended lists, UMA/SMA, Alternative Strategies (private and liquids), Models, ETFs, Segregated Funds.
  • Cultivate New Opportunities: Work with Retail and Capital Partners distribution teams to help cultivate new opportunities and support client relationships.
  • Maintain Account Plans: Maintain and update account plans monthly.
  • Meet Targeted KPIs: Strive to meet and exceed targeted KPIs.