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Business Development Manager (inside Sales)

Build and execute strategies to expand advisor relationships and increase sales in assigned territories
Toronto
Junior
10 hours agoBe an early applicant
Picton Mahoney Asset Management

Picton Mahoney Asset Management

A Canadian investment firm specializing in alternative investment solutions and portfolio management services for individual and institutional investors.

3 Similar Jobs at Picton Mahoney Asset Management

Business Development Manager (Inside Sales Associate)

PICTON Investments is seeking an ambitious, energetic, and investment focused Business Development Manager (Inside Sales Associate) with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PICTON Investments business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firm's sales growth.

The successful candidate will be fueled by big challenges, committed to innovative sales strategies, and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a hybrid model.

You'll have the opportunity to learn and lead:

  • Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON's strategies using a consultative sales approach and close new business.
  • Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base.
  • Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s).
  • Driven to meet and exceed activity targets on "sales engagements" including meetings scheduled with prospects and existing supporters as well as phone and email activities to advance identified sales opportunities.
  • Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner.
  • Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada.
  • Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects required.
  • Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel.
  • Participate in and contribute to regular team meetings and business planning sessions.

What we're looking for:

  • Undergraduate degree in business, finance or related field.
  • Successful completion or working towards Canadian Securities Course certification. Other industry certifications (e.g., CIM, CFA) are considered an asset.
  • 2+ years of previous sales experience in the financial services, investment or related industry.
  • Excellent verbal and written communication skills is required.
  • Bilingualism in French is an asset.
  • Highly motivated self-starter with an innovative approach to driving sales.
  • Outstanding interpersonal and communication skills.
  • Ability to organize, prioritize and execute individual and team sales plans and activity.
  • Proficient in Microsoft Office applications.
  • Extensive experience working with a CRM system (Salesforce preferred).
  • Occasional future travel will be required.

Our Commitment to Employees

At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.

These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at accessibility@pictoninvestments.com.

PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

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Business Development Manager (inside Sales)
Toronto
Sales
About Picton Mahoney Asset Management
A Canadian investment firm specializing in alternative investment solutions and portfolio management services for individual and institutional investors.