Jobs

    Vice President, Private Wealth - Toronto, Canada - Fengate Asset Management

    Fengate Asset Management
    Fengate Asset Management Toronto, Canada

    1 week ago

    Default job background
    Accounting / Finance
    Description

    Fengate is seeking a Vice President, Private Wealth who will be responsible for supporting the development and distribution of Fengate's private market products to private wealth and retail investors. The role will focus on the development and execution of Fengate's strategy to access a new distribution channel, building and maintaining relationship with banks, financial advisors and other individual investors.

    Key Responsibilities

    • Support the development and execution of Fengate's overall business plan and capital raising strategy for private wealth and retail investors
    • Build new relationships with targeted investors and deepen ongoing engagement, leveraging Fengate's existing relationships where possible
    • Expand Fengate's overall brand awareness in the Canadian private wealth and retail investor market
    • Providing advisors and individual investors with comprehensive product knowledge, conducting presentations and training sessions on private market products
    • Stay informed about market trends, competitor activities, and industry developments; Providing feedback to internal teams for product enhancement and market positioning

    Requirements

    KEY QUALIFICATIONS

    • Bachelor's Degree
    • Minimum 5 years capital raising experience in the financial services industry (preferably in alternative investments)
    • Proven track record of meeting or exceeding sales targets
    • Experienced in securing and executing product selling agreements with Broker/Dealers
    • Excellent written, oral and presentation skills, and the ability to craft/tell a story
    • Strong interpersonal skills and ability to build constructive relationships with internal and external stakeholders
    • CRM tool experience
    • Flexible and willingness to travel within Canada

    Leadership Attributes & Other Critical Competencies

    • Extraordinary team player and ability to thrive in a fast-paced, high-growth, entrepreneurial environment where quality, innovation, speed of decision making and execution are critical to organizational success.
    • Adept influencer and strategic advisor.
    • Supports and strengthens the corporate brand and company culture.
    • Politically savvy; exercises discretion and diplomacy.
    • High capacity; able to juggle a large volume of complex projects.
    • Results driven, energetic, creative and hardworking, with a commitment to the highest quality of care and service.
    • Strong communication skills, comfortable interfacing with all levels of management and works well cross-functionally in a team environment.

    FENGATE'S CORE COMPETENCIES

    • Being Authentic – Inspiring trust and being courageous.
    • Focusing on Performance – Being accountable and driving results.
    • Understanding Stakeholders – Knowing the needs of those who rely on you.
    • Building Effective Relationships – Collaboration and communication.
    • Optimizing Talent – Attracting and developing diverse talent.
    • Managing Execution – Planning and directing work.

    LOCATION

    Working primarily from Fengate's downtown Toronto Office     with travel as required, including to our office in Oakville. Fengate has a flexible work environment where employees can work from home up to 2 days/week.

    Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.

    We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

    We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.
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