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Picton Mahoney Asset Management

Alternative investment management with hedging strategies

Business Development Manager - Inside Sales

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • An undergraduate degree in business, finance, or a related field is required.
  • Successful completion of, or current progress toward, Canadian Securities Course certification is required.
  • At least 2 years of previous sales experience in financial services, investment, or a related industry is required.
  • Strong verbal and written communication skills are required.
  • Ability to organize, prioritize, and execute individual and team sales plans and activity is required.
  • Proficiency in Microsoft Office applications is required.
  • Extensive experience working with a customer relationship management system is required.

Responsibilities

  • Prospect and grow the advisor base, position the firm's strategies using a consultative sales approach, and close new business.
  • Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler[s]), and share ideas and strategies to develop overall sales and the client base.
  • Assist the External Wholesaler with developing business plans and identifying sales-growth opportunities within assigned territories.
  • Meet and exceed activity targets for sales engagements, including scheduling meetings with prospects and existing supporters and using phone and email activity to advance identified sales opportunities.
  • Provide proactive support and services to existing supporters, respond to inquiries, and coordinate follow-up to Wholesaler interactions professionally and promptly.
  • Maintain strong knowledge of and ability to position alternative investment solutions, including hedge funds and liquid alternatives in Canada.
  • Record all engagements in the customer relationship management system with detailed notes of interactions with existing clients and prospects.
  • Maintain accurate regional contact records and track leads in the opportunities sales funnel.
  • Participate in and contribute to regular team meetings and business-planning sessions.

Desired Qualifications

  • Bilingualism in French is an asset.
  • Other industry certifications, such as the Chartered Investment Manager designation or Chartered Financial Analyst designation, are considered an asset.
  • Salesforce is the preferred customer relationship management system.

About the Company

Picton Mahoney Asset Management

Alternative investment management with hedging strategies

This company provides Canadian investors with access to alternative investment strategies through mutual funds and other investment solutions. It focuses on risk management and diversification by using deep quantitative research, fundamental analysis, and hedging techniques to build portfolios that aim to perform well across different market conditions, especially during downturns. The firm emphasizes a philosophy of building portfolios that can withstand bear markets and deliver more consistent, risk-adjusted returns by reducing correlation with traditional asset classes like stocks and bonds. The goal is to offer sophisticated strategies to advisors, individuals, and institutions through a range of investment products and advisory services.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Canada
Founded
Not listed

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