Strategic Territory Growth Manager

2 weeks ago


Vancouver, British Columbia, Canada Invest X Full time

Explore an exciting opportunity to lead business development and distribution efforts in Western Canada with Invest X, a leading cross-border pre-IPO investor. We're seeking a dynamic individual to drive territory momentum and consistently surpass sales targets.

About the Opportunity

We offer a competitive $120,000 - $180,000 per year, depending on experience, for this hybrid role based in Vancouver, BC (3 days in office) or Calgary, AB (remote). You'll have the endurance to navigate long-term growth while excelling in high-paced sprints of immediate opportunity.

Key Responsibilities:

  • Perform proactive sales calls, meetings, and campaigns to promote Invest X product offerings.
  • Raise and retain assets under management within a geographic territory by conducting proactive phone calls and one-on-one appointments with financial advisors and direct investors.
  • Delve into market trends, advisor and investor needs, and develop a comprehensive understanding to effectively communicate and build credibility.
  • Maintain accurate advisor records and perform ongoing territorial sales and asset reporting within Salesforce.
  • Work closely with the Distribution Team and achieve activity targets.

Requirements:

  • Bachelor's Degree or equivalent combination of experience and education.
  • Minimum 2 years of financial services sales experience.
  • Private equity, alternative investment, equity trading, and/or wealth management experience is an asset.
  • Ability to prioritize activities, meet deadlines, and work under pressure in a fast-paced environment.
  • Must be actively licensed and registered with the BC Securities Commission and the Canadian Securities Administrators.

What We Offer:

  • A dynamic and entrepreneurial work environment.
  • The opportunity to work with a leading cross-border pre-IPO investor.
  • Professional development and growth opportunities.

Invest X welcomes applications from all qualified candidates.



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