Lysander Funds Limited - 5 emplois
Winnipeg, MB
Détails de l'emploi :
The Vice President, Sales will work closely with investment and mutual fund advisors in Manitoba and Saskatchewan. The Vice President, Sales will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales. This role reports to the Vice President, National Sales.
This is a full-time role working remotely from Winnipeg, although in the future Lysander Funds may require the role to work in Lysander’s office if one is established in Manitoba.
Responsibilities:
- Service an established network of CIRO advisor teams who have entrusted us with their client’s savings.
- Qualify prospective clients and develop relationships to drive new business.
- Conduct meetings, presentations, and calls with advisors to further the sales objectives of Lysander Funds.
- Work with the sales team to develop and implement successful sales strategies.
- Work closely with a Business Development Manager, Sales based in Toronto.
- Document client meetings through CRM database.
- Enhance the reputation of Lysander Funds through ethical business practices and a dedication to client service.
- Travel throughout the region to meet advisors in addition to regular travel to Toronto to collaborate with the sales team.
- A minimum of three years of fund wholesaling experience.
- Completed Canadian Securities Course.
- Preference given to candidates with IFIC, CIM, FMA, CFA or MBA.
- Exceptional sales and presentation skills.
- A proven track record of sales success in meeting sales targets and corporate objectives.
- Business development and territory management experience.
- Knowledge of mutual funds, ETF products, portfolio management strategies and the financial industry.
- Well-developed strategic thinking, communication, and leadership skills.
- An engaging professional presence.