Demonstrate a keen focus on prospecting and growing the advisor base
Position PICTON’s strategies using a consultative sales approach and close new business
Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base
Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s)
Driven to meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters as well as phone and email activities to advance identified sales opportunities
Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner
Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada
Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects required
Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel
Participate in and contribute to regular team meetings and business planning sessions

Undergraduate degree in business, finance or related field
Successful completion or working towards Canadian Securities Course certification
Other industry certifications (e.g., CIM, CFA) are considered an asset
2+ years of previous sales experience in the financial services, investment or related industry
Excellent verbal and written communication skills is required
Bilingualism in French is an asset
Highly motivated self-starter with an innovative approach to driving sales
Outstanding interpersonal and communication skills
Ability to organize, prioritize and execute individual and team sales plans and activity
Proficient in Microsoft Office applications
Extensive experience working with a CRM system (Salesforce preferred)

Business Development Manager – Inside Sales

Key skills