Executive Director, Institutional Investments

1 week ago


Calgary, Alberta, Canada Walton Global Full time
About Walton Global

Walton Global is a leading real estate investment group with over 45 years of experience in creating land-based investments for individual and institutional investors worldwide.

About the Role

The Executive Director, Institutional Investments is responsible for building relationships with potential clients and educating current advisors on our products. The main duties include traveling to assigned territories to meet with clients and pitch our platform.

The key responsibilities include:

Sales
  • Develop and execute business plans and sales strategies to achieve sales goals.
  • Build a client base through prospecting and business development.
  • Conduct sales calls and presentations to current and prospective clients.
  • Provide support and service to an existing client base.
Service
  • Maintain and manage relationships with distribution partners.
  • Assist with client inquiries and paperwork.
Compliance
  • Hold registration as an Exempt Market Dealing Representative.
  • Represent our investments in a professional and compliant manner.
  • Ensure maintenance of appropriate documentation.
About You

To be successful in this role, you should have a minimum of 3 years sales experience in the financial services industry. You should also have strong business networks in institutional markets and the ability to travel.

You will need to possess advanced relationship management and interpersonal skills, as well as the ability to strategically leverage client relationships. Proficient in Microsoft Office Suite is also essential.

Salary Information

The estimated salary for this role is $120,000 - $150,000 per year, depending on experience.



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