- Support the National Accounts team and with opportunities to increase AUM and add new strategies on dealer platforms, including Alternative strategies, within existing and new National Accounts clients.
- Help manage the pipeline of national account opportunities.
- Help support and maintain strong relationships with dealers and key stakeholders.
- Collaborate with internal stakeholders (i.e., Sales, Marketing, Product, and Compliance) to execute requests related to National Accounts and client specific needs.
- Maintain working knowledge of industry and dealer trends by staying informed of new products and services rolled out by dealers.
- Prepare and coordinate presentations, conference calls, dealer conferences, marketing materials, and activity reporting.
- Prepare regular updates and reporting against national account objectives.
- Lead the coordination of service due diligence by prepping material for key dealers.
- Create and drive better efficiencies on existing workstreams by working with internal stakeholders to identify gaps and communicating any updates to both Analysts and our internal stakeholders.
- Collaborate on training and support on Focused Dealers and Retail Sales
- 2-5 years of experience in the Sales or Finance industry
- Bachelor's degree in finance or a related field
- Working knowledge of investment strategies encompassing UMA/SMA, and ETF products, including competitive offerings and market trends
- High learning agility, with the ability to deepen knowledge of AGF's investment products and strategies.
- Strong computer and phone skills, including Microsoft Office (Word, Excel, Power Point)
- Strong analytical skills
- Ability to create and maintain relationships.
- Strong communication skills, both written and verbal
- Excellent interpersonal, judgment & decision-making skills
- Self-motivated and ability to be a great team player.
- CFA is a strong asset
- Knowledge of is a strong asset
- Proficient in Morning Star Direct
- Working knowledge of Unified Managed Accounts
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National Accounts Specialist - Toronto, Canada - AGF Investments
Description
About the Role:
The National Accounts Specialist role is a dynamic and exciting opportunity. Reporting to Senior Vice President, National Accounts, the National Account Specialist is responsible to help support the overall National Accounts function on bank and independent dealer platforms. The responsibilities for this role primarily include forging relationships with AGF's national account clients, strategy approvals, AGF's Separately Managed Accounts (UMA/SMAs), recommend and approved investment strategies, ETFs, Private & Liquid Alternatives, conferences, model portfolios, analyst meetings and research.
You are an energetic team player who is passionate about the markets and motivated to make an impact. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.
Your Responsibilities:
Your Qualifications:
Additional Strengths you may bring to the role:
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