Institutional Investment Associate/ Succession Plan In Place

Our client, a leading investment firm is searching for an experienced Investment Associate specifically with Institutional relationship experience. This institutional division provides a comprehensive range of flexible solutions to institutional plan sponsors and their plan members. .

As a key member of the sales team, the Institutional Investment Associate manages their own client base, developing and executing client relationships. You are responsible for defining the market penetration strategy for an assigned territory and cultivating key relationships .You will also work in partnership with the Vice President, Sales to develop business relationships with Investment Professionals and ensure the Territory Sales Plan is executed effectively through contact, sales, product and service goals. In addition, you will support the team with various tasks such as Portfolio analysis, Investment proposals, competitive information search, comparisons and data mining. If you see your career developing in Institutional Sales and Relationship building then this VP has created a succession plan just for you.

Qualifications:

• 3+ years of sales experience including experience as a Business Development Manager with a proven track record of exceeding metrics and a demonstrated track record of developing and managing client relationships in the financial services industry.
• University degree or equivalent experience
• CFA completed or working towards currently
• FSA, ASA are considered an asset

Salary base up to 55k with a variable commission structure that could see your income above 100k.

Hybrid Work Model

Interested candidates may forward a resume to Martha Orr morr@deangroup.ca

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Dean Group