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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 active progress toward the Canadian Securities Course certification is required.
  • At least 2 years of sales experience in financial services, investment, or a related industry is required.
  • Proficiency in Microsoft Office applications is required.
  • Extensive experience working with a customer relationship management (CRM) 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), and share ideas and strategies to develop sales and the client base.
  • Assist the External Wholesaler with business plans and identify sales-growth opportunities within assigned territories.
  • Meet and exceed sales-engagement activity targets, including scheduling meetings with prospects and existing supporters and conducting phone and email activities to advance sales opportunities.
  • Provide proactive support and services to existing supporters, respond to inquiries, and coordinate timely follow-up for Wholesaler interactions.
  • Maintain knowledge of and ability to position alternative investment solutions, including hedge funds and liquid alternatives in Canada.
  • Record client and prospect interactions in the CRM system with detailed notes.
  • Maintain accurate regional contact records and track leads through the 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 Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA), are considered an asset.
  • Salesforce experience is preferred.

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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