Intermediary Sales Lead - Retail Funds - North America (Ontario)

Intermediary Sales Lead - Retail Funds - North America (Ontario)

14 Aug
|
Venture Search
|
Ontario

14 Aug

Venture Search

Ontario

A global financial technology firm is seeking an experienced sales skilled to support the distribution and growth of investment products across North America.

The Role
You will manage and expand relationships with institutional and retail distribution partners, support product adoption, and drive asset growth. The role includes coordinating with internal teams, overseeing a small outsourced sales support team, and contributing to local marketing and product strategy initiatives.

Key Responsibilities

Manage and grow relationships with major distributors and financial partners

Identify and onboard new distribution opportunities

Support clients throughout the full sales and onboarding lifecycle

Oversee outsourced sales support resources and improve sales effectiveness





Lead local retail marketing initiatives and industry engagement

Monitor market trends, competitors, and product positioning

Maintain accurate client records and collaborate with global teams

Requirements

5+ years’ experience in ETFs or related investment products

Strong understanding of financial markets and distribution channels

Excellent communication, presentation, and relationship-building skills

High level of autonomy, organisation, and attention to detail

Willingness to travel domestically and occasionally internationally

Fluent in English; additional languages an asset

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📌 Intermediary Sales Lead - Retail Funds - North America (Ontario)
🏢 Venture Search
📍 Ontario

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