16 Oct
|
CI Financial
|
Vancouver
16 Oct
CI Financial
Vancouver
At CI, we see a excellent place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.We are currently seeking a Business Development Manager (BDM) who will be responsible for sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with one or two District Vice President's, the BDM serves as a sales consultant to the specified territory. BDM's will educate, train and motivate financial advisers and financial professionals to foster partnerships and stronger relationships, to increase CI GAM market share in the territory and develop high quality leads for DVP.The BDM will be located in their respective regional offices working as highly motivated sales professionals driving significant engagement with advisors remotely. The role will occasionally require travel to clients and client events within the territory as determined by business case and DVP, subject to RVP approval. This role will report to Vancouver.What you will doPerform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clientsGenerating referrals for your respective DVPsPerform account management and customer service duties for established clientsRespond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trendsDevelop sales campaigns and materials and assist in delivery of sales presentationsAssist in responding to due diligence questionnairesPerform (monthly, quarterly, etc.)
territorial sales and asset reporting in collaboration with DVPsCollect client and competitor information from Internet and other sourcesWork closely with and support efforts of other team membersAssist in administrative functions as requiredWhat you will bringMinimum 2 years financial services industry experience in a sales capacityUniversity degreeSecurities, mutual fund products, and investment industryAdvance expertise in MS Office (Word, Excel, PowerPoint)Excellent communication and interpersonal skills in managing relationships with clientsStrong time management and organization skills with the ability to meet deadlinesResourcefulness and creative problem solving skills to provide effective solutions for clientsMay require attending marketing functions and activities which extend beyond normal office hours.What we offerTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringThe anticipated base salary range for this position is $65,000.00. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.We are focused on building a diverse and inclusive workforce.CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
📌 Business Development Manager (Vancouver)
🏢 CI Financial
📍 Vancouver