Vice President, Sales
Detalhes do emprego
About Brompton Brompton Funds is a leader in the Canadian closed-end fund (CEF) market and has a unique and growing suite of ETFs, with total AUM of $4B. We offer innovative investment products that provide access to thoughtful investment strategies across a broad range of asset classes. Many of our funds feature high distributions and have paid over $3B to investors since firm inception in 2002. Our clients know us for our fairness and integrity, our depth of knowledge in our product area, our commitment to client service and our focus on investment performance. Brompton is an employee-owned Toronto-based team comprised of diverse, passionate and experienced professionals committed to growing the firm together. We encourage staff development, value open communication and share our collective success. About the Job We are looking for a sales professional who is resident in the Vancouver, BC area that has creativity, energy, inspires teamwork and collaboration, an outgoing personality, an interest in investments, the ability to simplify and communicate complex investment concepts, and a strong work ethic. What you will do: Primary Responsibilities:
- Collaborate with SVP, Sales on executing best practices and optimal territory management;
- Design and implement business plan for ETF sales campaigns with concise management reporting of activities and sales;
- Activities include booking and conducting meetings, expense reporting and travel scheduling;
- Meetings include one on one, group and branch presentations, roadshows, social activities with advisors in the IIROC dealer channel;
- Nurture existing clients and develop strong ongoing relationships with new prospects and top advisors; and
- Participatein weekly sales calls for territory overview, identify key opportunities and action plan for closing sales.
- Communication of fund features, performance and PM views to investors and advisors;
- Assist with thedevelopment of marketing documents in support of our product suite;
- Communicate feedback from meetings that contribute to the development of potential new product investments;
- Liaise with contacts in the investment advisor community to obtain market intelligence;
- Provide input for the development of documentation supporting new products;
- Provide recommendations for the ongoing development of the company’s website; and
- Participatein other projects and tasks as required.
- Minimum of 5 years of outside wholesaling experience in the investment funds industry with comprehensive knowledge of ETFs
- Deep relationship with IIROC advisors and a strong understanding of dealer platforms
- High level of motivation and energy with a desire to be proactive in generating activity and sales
- Experience in Salesforce or similar contact management system is a must
- Experience with IIROC advisors strongly preferred (ETFs or mutual funds)
- BComm, CIM/CFA or other similar qualifications are a plus
- competitive compensation including attractive sales and discretionary bonus opportunities;
- group health and dental benefits and insurance at little to no cost to you;
- flexible paid vacation and illness days;
- attractive Group RRSP matching plan;
- training opportunities along with support for tuition for relevant courses; and
- a people-first firm that values input and ideas from all staff.
- Applicants must reside in the immediate vicinity of Vancouver, British Columbia and must be prepared to travel regularly within the province.
- Position to be filled immediately.
- Salary range of $100,000 to $130,000, commensurate with experience and qualifications.
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