Oak Hill Financial is seeking a distribution-focused skilled to engage financial advisors and wealth teams, driving meetings and asset growth for our hedge funds and alternative strategies. You will educate, engage, and activate advisors while generating qualified opportunities for our institutional managers.
You will coordinate meetings, manage high outreach volume with professionalism, and maintain detailed CRM records to support ongoing advisor coverage and pipeline development.
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📌 Inside Wholesaler: Advisor Engagement (Toronto)
🏢 Oak Hill Financial
📍 Toronto
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