The Role – Associate VP This is a high-activity, relationship-focused distribution role. You will work closely with senior wholesalers and partners to drive awareness, meetings, and asset growth for Oak Hill’s alternative investment platform. Your mandate is to educate, engage, and activate advisors— and consistently generate qualified opportunities for our institutional managers.

Key Responsibilities
- Proactively engage financial advisors, portfolio managers, and wealth teams across Ontario
- Support distribution of global hedge funds and alternative strategies
- Book and coordinate meetings, calls, and follow-ups for senior wholesalers
- Conduct outbound outreach via phone, email, and LinkedIn
- Maintain detailed CRM records and advisor coverage notes
- Track advisor interest, pipeline activity, and follow-up cadence
- Assist with advisor education, materials,



and event coordination
- Stay current on market conditions, alternatives, and portfolio use cases What We’re Looking For
- Prior experience in:
- Inside wholesaling
- Asset management sales
- Wealth management, capital markets, or alternatives
- Robust phone presence and comfort speaking with advisors
- Organized, persistent, and outcome-oriented
- Ability to manage high outreach volume with professionalism
- Bilingual (French / English) strongly preferred Performance Expectations
- Consistent advisor engagement and meeting generation
- Clear pipeline development across dealer platforms
- High-quality follow-up and CRM discipline
- Contribution to asset growth over time

📌 Internal Wholesaler (Toronto)
🏢 Oak Hill Financial
📍 Toronto