Senior Manager, Fund Sales

ATB•Edmonton, AB

About The Position

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action, Thrive together, and Ready for tomorrow. About the role As the next Market Director, Investment Product Distribution at ATB Investment Management Inc. (ATBIM), you will develop and deliver strategic communications specific to ATBIM’s mutual funds ensuring financial advisors are informed, engaged and have the tools they need to promote and sell ATBIM’s products and strategies to clients. Under the direction of the AVP PIC & Investment Distribution, you will lead the internal sales function for ATBIM’s suite of products. You will act as an integral ecosystem partner within ATB Wealth by delivering information about our products to financial advisors in all regions. As a relationship manager and technical expert working with ATB Wealth Senior Financial Advisors (SFAs) and Financial Advisors (FAs), a key measurable will be increasing penetration of ATBIM’s suite of products. To deliver those sales results, you will focus on building and enhancing relationships by educating and meeting the various business needs of advisors and assisting them in delivering the ATBIM investment philosophy and value proposition to Albertans. You will work closely with the ATBIM Fund Portfolio Management team, senior leaders and other experts, as well as ATBIM’s sub-advisors, to promote ATBIM’s products at conferences, roadshows and client events. This position will be highly visible and will act as a brand ambassador and moderator for advisor and client calls and presentations. This position will also lead sponsorship efforts and will work with event planners and other partners to ensure ATBIM projects the right image at events and elevate our brand.

Requirements

A university degree in business or other related programs.
5-10 years of related experience
Thorough knowledge of the investment industry (structure, products, trends), with particular emphasis on diversified investment portfolios primarily using managed products (mutual funds, managed account programs, pooled funds)
A strong team player who is adept at building relationships and collaborating to achieve shared goals
Ability to manage stakeholders and influence decisions
Ability to prioritize and manage expectations
Proactive, solutions-oriented and very high attentive to detail
Critical thinking and problem solving

Nice To Haves

Investment sales/advisory experience or related education strongly preferred (CFA, CFP, CSC or CIM)

Responsibilities

Create and implement a business plan to connect with advisors
Responsible for developing high trust relationships with financial advisors
Understand all products ATBIM offers and educate the advisor community on ATBIM’s competitive advantage
Organize and host calls, panels and podcasts with ATBIM’s sub-advisors and portfolio managers in order to promote the funds to ATB Wealth advisors
Regularly meet with advisors in all regions, to ensure the value of the ATBIM suite of products is understood and properly positioned to existing and prospective clients
Attend industry events and conferences to host financial advisors on behalf of the fund company (ATBIM)
Works in partnership with stakeholders to ensure effective change communications related to ATBIM’s funds
Travel frequently within Alberta to meet with financial advisors in person, as required for promotion of the funds