Vice President, National Accounts - Toronto, Canada - Picton Mahoney Asset Management

Picton Mahoney Asset Management

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Great Place to Work 2020, 2021, 2022, 2023 | Best Workplaces in Financial Services & Insurance 2020, 2021, 2022, 2023 | Best Workplaces for Mental Wellness 2023 | Best Workplaces for Giving Back 2022 | Best Workplaces for Women 2021 | Best Workplaces for Inclusion 2021 | Best Workplaces in Ontario 2020 and 2021_

Our Company

Picton Mahoney Asset Management ("PMAM") was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world.

We are proud to say that we are 100% employee-owned and manage approximately $9.6 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients.

The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney
?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development.

Over the years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience.

As our values state:
_We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We believe in integrity and always "doing the right thing" for our clients, colleagues, and the firm.

We believe in the concept of "unity in diversity" and are driven by a collaborative spirit to achieve our goals.

We are committed to performance, excellence and winning.

At Picton Mahoney, "stepping up" is an action, not a thought, which results in the development and implementation of those ideas.

We prioritize growth and innovation and accept full responsibility for personal performance and results.

We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

_

The Opportunity**
Responsibilities of the Role**- Partner with the Product and Marketing teams to form and manage the a National Accounts Service desk. Collectively, this team will be responsible for meetings and materials coordination, ratings maintenance and reviews, conference planning, and business relationship management.

Lead in building and maintaining an annual calendar list of conferences, reoccurring meetings and deliverables.
Leverage, develop and maintain strategic relationships with business gatekeepers, program managers, investment committees, due diligence professionals, investment platform research analysts, and other key head office personnel to drive at product allocations, approvals and preferred product status.
Manage a small National Accounts team.
Assist in building and maintaining an accurate National Accounts contact list in CRM.
Develop and execute national business strategies to increase hedge/alternative solutions on managed platforms and build brand awareness leading to increased assets and market share.
Understand the philosophy and dynamics of client and prospect organizations (investment philosophy, client base, key goals and challenges) to match overall needs with PMAM products and services
Partner closely with Portfolio Management team, Product & Marketing team as well as the Sales team to identify opportunities for PMAM products, brand & management expertise across targeted channels of distribution.
Continually work to improve PMAM product placement and visibility across discretionary and feebased platforms/products and MFDA platforms including the gotomarket strategy of products, sales support and education.
Increase volume of due diligence meetings, conferences, along with representation of PMAM at industry events both as a facilitator or speaker as required.
Effectively manage dealer due diligence requirements for PMAM firm and products, including ownership and completion of questionnaires in partnership with available resources & compliance.
Communicate knowledge gained from client and prospect firms with PMAM Wholesalers, resulting in improved sales execution as well as collaborate on National Account initiatives to ensure they are fulfilled at the advisor level

The Qualifications and Experience Required

Successful achievement of a bachelor's degree from a recognized postsecondary institution
MBA degree or CFA, CFP, CIMA certification preferred.
Minimum 57year years of direct National Accounts sales, strategy, or consulting experience within the Canadian Investment Industry.
Well established and key account relationships with sales, business, product and research head office personnel within the IIROC and MFDA channels.
Indepth knowledge of investment trends and advisor practices; financial markets and competitive alternative funds landscape.
Knowledge of discretionary and feebased platforms/programs and manager se