Business Development Manager-Wealth and Asset Management
About The Position
As a Business Development Manager (BDM), you will be responsible for promoting a full range of Wealth Management solutions to Advisors and providing industry-leading access to Portfolio Managers and Strategists, offering proactive sales and business building ideas. You will align Advisors’ needs with innovative technology, product, and service solutions, leveraging a proven understanding of their business. Working as an active participant in a dynamic team with an External Wholesaler and Territory Coordinator, your main objective will be to drive sales growth and effectively maintain relationships within a specified region. Exceptional knowledge of wealth products, such as Mutual Funds, OM and Alternative Funds, ETFs, and Separately Managed Accounts, will be beneficial. This role is hybrid with 4 days in the office.
Requirements
- Proven track record to persuade and negotiate through consultation and active listening skills
- Effective presentation skills and delivery to engage with different audiences
- Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
- Proven sales competence, business development and prospecting proficiency
- Interest in technological advancements as a way to improve efficiencies and effectiveness
- Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications
- An expert in Wealth Management solutions and strategies
- Strong desire to succeed
- Positive and energetic
- Resilient and coachable
- Ambitious
- Self-motivated
- Adaptable to change
- Results oriented
Nice To Haves
- College or University degree in a related field is preferred
- Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
- Knowledge of Wealth Management products (mutual funds, ETFs, SMAs) and an understanding of global financial markets
- Successful completion of industry related courses such as CSC, IFIC, CFP (or working towards) is preferred
Responsibilities
- Promoting a full range of Wealth Management solutions to Advisors
- Providing industry-leading access to Portfolio Managers and Strategists
- Providing proactive sales and business building ideas
- Aligning Advisors’ needs with innovative technology, product and service solutions
- Driving sales growth within a specified region
- Effectively maintaining relationships within a specified region
Benefits
- Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance
- Health insurance coverage
- Dental insurance coverage
- Mental health coverage
- Vision insurance coverage
- Short-term disability insurance coverage
- Long-term disability insurance coverage
- Life insurance coverage
- AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Generous paid time off program in Canada (holidays, vacation, personal, and sick days)
- Full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
