Business Development Manager (Inside Sales)

Picton Mahoney Asset Management•Montreal, QC

6d•Hybrid

About The Position

PICTON Investments is seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PICTON Investments business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firm’s sales growth. The successful candidate will be fueled by big challenges, committed to innovative sales strategies, and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a hybrid model. At PICTON Investments, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us. You’ll have the opportunity to learn and lead.

Requirements

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).
Occasional future travel will be required.

Nice To Haves

Other industry certifications (e.g., CIM, CFA) are considered an asset.
Bilingualism in French is an asset.
Extensive experience working with a CRM system (Salesforce preferred).

Responsibilities

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.