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    Account Management Specialist - Toronto, ON, Canada - AGF Management Limited

    AGF Management Limited
    AGF Management Limited Toronto, ON, Canada

    1 week ago

    Default job background
    Full time
    Description
    National Accounts Specialist page is loaded National Accounts Specialist
    Apply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id R10961 About


    AGF:
    Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm.

    AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses.

    Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

    Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF.

    We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

    The National Accounts Team works with the Retail Sales and Capital Partners teams who are responsible for servicing our clients by providing value-add solutions and exceptional client experience while driving growth and AUM.

    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.

    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.
    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.
    Collaborate on training and support on Focused Dealers and Retail Sales
    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
    ~ Strong computer and phone skills, including Microsoft Office (Word, Excel, Power Point)
    ~ CFA is a strong asset
    Knowledge of is a strong asset
    Proficient in Morning Star Direct
    Working knowledge of Unified Managed Accounts
    AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process.

    It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job.

    AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

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