Description

Key Responsibilities

• Develop and execute a strategic territory sales plan to achieve assigned sales targets.
• Build and maintain strong, consultative relationships with financial advisors and their teams.
• Collaborate with internal partners, including Business Development Managers and Sales Associates, to drive advisor engagement and support.
• Utilize CIGAM's CRM platform to manage activities, track progress, and optimize territory coverage.
• Effectively communicate CIGAM's investment philosophy and solutions in client-facing scenarios.
• Represent CIGAM at regional and national industry events, conferences, and networking functions.
• Continuously improve product knowledge, sales strategies, and business development skills.
• Monitor advisor sentiment through Environics Advisor Perception surveys and maintain high rankings.
• Partner with National Accounts and the BDM team to execute firm-wide initiatives and advisor strategies.
• Strategically manage your calendar and scheduling to prioritize high-impact activities and meet activity goals.

Experience

• Minimum 3 years of sales experience within the financial services industry.

Education

• University degree in Business Administration, Finance, Economics, or a related field.
• Relevant industry certifications such as CSC, CFP, CIM, CFA, or CAIA preferred.

Skills & Knowledge

• Deep understanding of the asset management industry.
• Proficiency in MS Office applications, especially Excel, Word, and PowerPoint.
• Exceptional communication and interpersonal skills with a client-first approach.
• Strong time management and organizational skills, with the ability to prioritize effectively.
• Problem-solving mindset with the ability to develop creative, client-focused solutions.

Working Conditions

• Travel required for meetings, events, and conferences.
• Occasional evening and weekend availability required for marketing or client events.