- Integrity: Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.
- Accountability: Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.
- Expertise: Offering the highest level of professional expertise, quality service and knowledgeable insights.
- Customer Focused: We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.
- Entrepreneurial Spirit: Focusing on a growth mindset, continuous improvement, embracing change, and recognizing goals are achieved through dedication and hard work
- Success in Equiton Solutions added to large-scale Dealer platforms, recommended lists & solutions
- Grow Equiton Assets Under Management with targeted Dealers
- Ongoing Service of Key National relationships
- Ability to interact effectively with both the external customer and the internal organization
- Maintain relationships with head offices of key distribution channels and selected third party relationships
- Actively discover, review and manage the needs of the head offices in order to contribute solutions to their success on an ongoing basis
- Maintain a high level of investment market awareness
- Participate in industry and dealer forums and conferences to keep apprised of all industry trends, competitive insights, products and services
- Partner with leadership to assist in National sales strategy
- Promotion of Equiton solutions at distribution partner events
- Understanding of ESG considerations linked to private equity real estate investing
- Help develop and coordinate the implementation of Equiton's sales plans in the National Accounts channel
- Thorough understanding of competitor landscape/activities, identify threats and opportunities
- Training & education directed to advisor practice management in support of Dealer initiatives
- 15 years + experience in wealth and/or asset management industry
- Proven experience in business development, fundraising, or capital raising within the real estate and/or investment management industry, with a focus on bank-owned brokerages, large and small non-bank owned brokerages, independent discretionary portfolio management firms, mutual fund and large exempt market dealer firms.
- Familiarity with relevant regulatory requirements and compliance standards in the real estate investment management industry.
- Deep subject matter expertise within the investment management industry.
- Bachelor's in Business or Commerce
- CFA, MBA would be an asset
- Highly developed planning skills - support development of sales plans for the assigned market/channels
- Influence and Negotiation techniques and the ability to gain commitment and support for desired objectives
- Strong networking skills
- Highly motivated, proactive, and results-oriented individual with exceptional interpersonal skills and the ability to work effectively in an entrepreneurial team environment.
- Excellent business acumen and self-starter
- Strong knowledge of Responsible Investment & ESG landscape
- Self-starter, time management and ability to manage multiple priorities
- Excellent verbal and written communication and presentation skills
- Proven track record of executing sales strategies to grow market share
SVP, National Accounts - Toronto, Canada - Equiton Inc
Description
The Company
Founded in 2015, Equiton is an emerging leader in Canadian private equity investments due in large part to our belief in creating lasting value by investing in people and communities. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We've discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract diverse, exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.
Key Pointers:
Purpose of the Position
Grow Equiton Capital's presence with National Head Office relationships – our aim is to be available on more platforms and build Equiton's advisor relationship footprint, brand and leadership position within the private equity real estate space. We are seeking a difference-maker who will be instrumental in establishing a standardized on-boarding and service approach for these relationships. The SVP, National & Strategic Accounts key mandate is to develop opportunities to introduce Equiton solutions to Banking and other National Dealer Relationships.
Key Responsibilities
The Candidate
Experience and Professional Qualifications
Skills and Competencies
Our Commitment to Diversity, Equity and Inclusion:
In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.
Note: At present, legal eligibility to work in Canada is a prerequisite for this role.
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