Associate, Inside Sales

Picton Mahoney Asset Management•Toronto, ON

3d•Hybrid

About The Position

PICTON Investments is seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. This role is 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.

Requirements

Undergraduate degree in business, finance or related field.
Successful completion or working towards Canadian Securities Course certification.
2+ years of previous sales experience in the financial services, investment or related industry.
Excellent verbal and written communication skills is required.
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).

Nice To Haves

Other industry certifications (e.g., CIM, CFA) are considered an asset.
Bilingualism in French is an asset.

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.