Senior Business Development Specialist

6 days ago

London, Ontario, Canada Prosperity Project Full time
About Prosperity Project

Prosperity Project is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. We bring a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm's collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Team

The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.

About the Role

You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction. You are a great team player, and an energetic, motivated, and articulate sales professional. You are passionate about markets and excited to make an impact on our overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.

Your Responsibilities:
  • Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of our products, by conducting proactive outbound sales calls with new and existing clients.
  • Proactively provide support to dealers and brokers on market and fund performance, management strategies, and industry trends.
  • Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required.
  • Participate in company visits, client seminars, branch presentations, road shows, conferences, and industry events.
  • Conduct regional market research to identify emerging needs and new sales opportunities.
  • Monitor sales activity within the territory to identify trends and provide suggestions to clients to retain assets.
  • Establish and maintain strong internal and external relationships for sales optimization.
  • Support the building of sales and client relationships through booking client meetings for the Regional Vice-President Sales and Regional Sales Manager.
  • Utilize provided sales tools including technology (CRM, Leads Module) to achieve required business results.
  • Stay current with market changes and communicate advantages in competitive situations.
  • Maintain up-to-date client information in the CRM database.
  • Evaluate compliance and governance procedures adherence regarding expense management and other regulated aspects of the job.
  • Provide effective product and sales support to cultivate relationships and drive sales.
  • Participate in and/or lead client visits as required and approved by the Retail Vice-President Sales and District Vice-President.

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