- Focus on generating sales from IIROC and MFDA advisors in a predetermined sales territory
- Conducting weekly 1-on-1 meetings and Branch Presentations working in conjunction with the Sales support team to ensure continued support for Starlight Capital products
- Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing clients.
- Provide product feedback, marketing and competitive intelligence and sharing sales and product ideas with the Sales and Marketing team.
- Update and leverage CRM – Salesforce – for data tracking, sales forecasting, budgeting, sales campaigns
- Manage territory expenses appropriately, to ensure the territory's budget is on target. This includes: co-op, travel, promotional items and entertainment.
- Education level: University / College Degree or equivalent experience in the investment industry
- Minimum of 5 years' experience in the financial services industry with a demonstrated track record of success marketing alternative assets
- Understanding of capital markets, sales practices, product development, pricing & structuring, industry compensation models
- Technical skills and knowledge: CFA/CAIA/CIM, Sales training – Fusion, Sequoia or equivalent are all positives
- Commitment to continuous learning to enhance professional growth and effectiveness within the Starlight Capital Sales Team
- Proven track record achieving sales targets and driving sales growth
- Regular overtime will be required for the role
- Extensive travel will be required for the role
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Vice-president, Etf Business Development
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Wholesaler - Ontario - Toronto, Canada - Starlight Capital
Description
Overview
Reporting directly to the Senior Vice President, National Sales & Distribution, the Vice President, Sales, is a leader in their field and works as part of a sales team to achieve and exceed a specific sales target from a select channel of Investment Advisors within a defined sales territory (Ontario).
Duties and Responsibilities
Requirements
