An established investment firm has created a new opportunity within its Institutional Sales team. This role offers solid exposure to senior leadership and a defined succession path into a VP-level position long term .
The Opportunity
Partnering with the VP, Institutional Sales (Defined Contribution), you will play a key role in driving growth across Western Canada and Ontario by:
- Supporting the development and execution of market penetration strategies
- Building and managing relationships with plan sponsors and institutional clients
- Partnering on business development initiatives and territory planning
- Contributing to portfolio analysis and investment proposal development
- Conducting competitive research and leveraging data insights to support sales strategy
This is an excellent opportunity for someone looking to progress their career in Institutional Sales within a collaborative, high-performing environment.
Qualifications
- 3+ years of experience in Institutional Defined Contribution sales
- Proven track record exceeding targets in a Business Development or similar sales role
- Demonstrated ability to build and manage client relationships within financial services
- University degree + CSC (required)
- CFA (completed or actively pursuing) is required
Why Apply
- Clear career progression and succession planning
- Exposure to senior leadership and strategic initiatives
- Competitive compensation with strong earning potentialEstablished firm with a respected market presence
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📌 Institutional Investment Sales Manager (Defined Contribution) (Vancouver)
🏢 Dean Group
📍 Vancouver
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