Forum Asset Management – Executive Director, Alternative Assets

Location: BC, Prairies

Overview of Forum:

Join us in delivering Extraordinary Outcomes™ through investment.

Forum is a leading investor, developer and asset manager operating across North America for 25 years. Our core purpose is to deliver Extraordinary Outcomes™ to our stakeholders. Forum is proud to have delivered in the top tier of alternative asset returns since 2002, while positively impacting over 10,600 lives. Our investment strategy is focused on infrastructure, private equity and real estate. The enterprise value of our assets under management currently exceeds $1.7 billion and our projects attract top-tier investors.

We invite you to join us as we continue to grow and build something great together. The Forum team is adaptable, agile and dynamic and we're committed to sustainable and responsible investing. Our people represent a diverse mix of cultural backgrounds and professional experiences, bringing together unique perspectives and skill sets that deliver growth to our stakeholders through innovation and thought leadership. Our cultural values uphold integrity, trust and transparency above all else. We know that in order to achieve Extraordinary Outcomes, we need to grow and support an Extraordinary team. If this sounds like something you align with, we want to meet you.

Position Overview:

The Executive Director (Alternative Assets) is responsible for leading the sales efforts of Forum Asset Management products in a designated area. The main purpose is to achieve specific sales targets from investment advisors within a defined territory. Forum is an entrepreneurial team working together towards a common goal of achieving Extraordinary Outcomes. Our core strengths are our agility, creativity, and social responsibility. We encourage our employees to grow by empowering them with challenging work and abundant opportunity. We have a culture that emphasizes collaboration, open communication, continuous learning, humility, and integrity. We are committed to building a diverse and inclusive team that reflects the values of our firm – impact, integrity, diversity, innovation and high performance.

Key Duties and Responsibilities:

• Develop a thorough understanding of the investment industry.
• ED's will spend more than 50% of their time expected to increase sales penetration significantly in the designated region from expanding sales penetration from developing or non-supporters, while deepening relationship with some existing clients.
• Developing new relationships with Investment Advisors and service needs of existing clients by maintaining regular contact with them in one-on-one meetings, branch presentations, and virtual discussions using technology.
• Assist in identifying all opportunities to sell and promote Forum products at the
• broker/dealer firm level within a sales territory.
• Provide leadership to team members and support Forum Associates with access to Investment Advisors and branches. Working closely with the other wholesalers, inside sales associates and coordinators to ensure that all Investment Advisors are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and constant review of the Advisor database.
• Achieve Net Sales targets as established by Managing Partners.
• Prospect and develop new Advisor relationships.
• Increase support among existing Advisors.
• Establish a consultative approach to sales.
• Provide direction to support sales team to meet service needs of clients.
• Follow up as promised with accurate professional quality information.
• Establish deep relationships based on trust.
• Provide effective updates, including performance and management information.

Candidate Profile:

• Bachelor's degree required in Finance, Marketing, or related area.
• CSC required.
• CFA or CIM preferred.
• Minimum 5 years of experience in the financial industry with at least 5 years of successful sales experience in the investment management marketplace.
• Experience working with investment advisors with a strong understanding of the investor and advisor behaviours.
• Advanced Consultative performance selling skills.
• Knowledge of the advisor community is essential.
• Working knowledge of Wealth Management strategies.
• Excellent professional and interpersonal skills.
• Excellent presentation skills.
• Ability to direct support sales teams.
• Effective written and oral communication skills.
• Ability to work well in a multidisciplinary team environment.
• Strong organizational skills with the ability to work on several projects simultaneously.
• Willingness to travel extensively.

Should your skills and experience match the requirements of this position, and you wish to engage in our recruiting process, please forward your resume and cover letter to [email protected].

At Forum, we encourage diversity. We are committed to an inclusive workplace that reflects our belief that diversity is central to building a high-performing team. Forum is an equal opportunity employer. We are committed to providing accessible employment practices. Should you require an accommodation during any phase of the recruitment process, please let the recruitment team know.