Institutional Sales

Position
: Institutional Sales

Location
: Calgary, AB

Type
: Full-time

About Us

Matco Financial Inc. is an independent Canadian investment management firm based in Calgary. We specialize in providing customized investment solutions to high-net-worth individuals, families, foundations, and institutions. With a commitment to disciplined portfolio management and personalized client service, we are growing our reach across Canada and are looking for a motivated professional to join our team.

Role Overview

We are seeking Institutional Sales, to help develop Matco's Institutional distribution platform. This role will focus on originating new relations with investment advisors, financial planners, multi-family offices, non-profit organizations, endowments, trusts, etc.

Working closely with Matco's Portfolio Managers, Marketing, and Compliance teams, the successful candidate will play a key role in building and scaling Matco's institutional platform.

This is an ideal opportunity for a results-oriented professional who excels in sales and relationship development within the institutional space.

Key Responsibilities

Institutional Business Development & Sales

• Drive new asset growth by developing and executing a targeted sales strategy
• Position and sell Matco's proprietary mutual funds and investment strategies to institutional and advisor channels
• Leverage an existing professional network while continuously expanding new relationships
• Lead the full sales cycle from prospecting to onboarding, in collaboration with Portfolio Managers and Marketing teams

Prospect & Pipeline Development

• Build and maintain a prioritized pipeline of qualified institutional prospects
• Track outreach activity, meeting outcomes, and opportunity stages in CRM (Salesforce)
• Provide regular pipeline updates and asset growth forecasts to senior management

Client & Advisor Engagement

• Initiate and manage outreach via in-person meetings, phone, email, and LinkedIn
• Conduct introductory and follow-up meetings independently and alongside Portfolio Managers
• Act as a trusted point of contact for institutional prospects and clients, ensuring a high-touch, professional experience

Events, Webinars & Thought Leadership

• Plan and host institutional-focused webinars, lunch-and-learns, conferences, and small-group roundtables featuring Matco investment strategies
• Own event logistics, invitations, attendance tracking, and post-event follow-up
• Partner with Marketing and Compliance to ensure messaging is current, compliant, and compelling
• Gather and relay market intelligence, allocator feedback, and competitive insights to help refine product positioning

Brand & Relationship Stewardship

• Represent Matco at industry conferences and networking events as a senior sales ambassador
• Build long-term relationships based on trust, credibility, and consistent follow-through
• Coordinate with Operations and Compliance to resolve client inquiries efficiently

Qualifications

• 5+ years of experience in institutional sales, investor relations, or business development within asset management, wealth management, or capital markets
• Demonstrated success selling investment products to investment advisors, financial planners, multi-family offices, non-profit organizations, endowments, trusts, etc.
• Existing network within the Canadian institutional and advisor channels
• Entrepreneurial, self-directed mindset with comfort operating in a growth-stage environment
• Proven ability to generate leads through cold outreach, referrals, and professional networking
• Proficient in CRM systems (Salesforce)
• Excellent communication, presentation, and relationship-management skills
• Experience organizing and executing institutional events and webinars
• Bachelor's degree in Finance, Business, Economics, or related field

What We Offer

• Competitive compensation, eligible to participate in discretionary variable pay program
• Comprehensive health benefits that start on your first day
• Matco's Private Health Service Plan
• Professional development opportunities

To Apply

Please submit your resume and a short cover letter to with the subject line: Institutional Sales.