Business Development Consultant focusing on engaging with Advisors at AssetMark. Advising on investment solutions and onboarding relationships to enhance advisory practices.
About the role
- Senior Bilingual Business Development Manager managing relationships and new business development within Canada. Collaborating with Sales Executives and educating clients on investment products and services.
Responsibilities
- Partners with a Sales Executive and is responsible for new business development and relationship management within key intermediary distribution channels within Canada.
- Develops new relationships existing relationships through targeted prospecting activities.
- Prospect for new relationships and identify potential face-to-face meeting candidates for the external sales executives.
- Partners with external Sales Executive and internal Sales Associate to create and execute on specific regional sales plans.
- Achieves sales and sales activity targets within the spirit of Vanguard's Code of Ethics.
- Raises awareness of Vanguard's investment products and related services and deliver key Vanguard messages through targeted prospecting activities including but not limited to: cold calling, direct mail campaigns, and attendance at national and regional industry conferences.
- Proven ability to host face-to-face meetings with advisors where needed.
- Will also be asked to deliver presentations and client seminars when appropriate.
- Develops, maintains, and broadens intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, etc.) and acts as a trusted advisor/consultant in matching needs with Vanguard products and services.
- Educates advisors on the benefits of Vanguard and our product offerings.
- Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments.
- Utilizes this expertise, along with product knowledge, to be a trusted advisor to clients and prospective clients, and positions Vanguard products and services effectively.
- Follow up on sales calls and provide external sales with telephone, administrative, and sales support.
- Support development of National account strategy and follow up on dealer specific initiatives.
- Leads/participates in other projects/duties as assigned.
Requirements
- Undergraduate degree or equivalent combination of experience and training
- Minimum five years financial services industry experience including at least three years ETF experience
- Mutual fund wholesaling experience preferred
- CSC required
- Pursuit of CIM, MBA, or CFA preferred
- Superior oral and written communication skills
- Demonstrated executive presence, poise, and presentation skills
- Ability to work independently and adapt quickly and resourcefully to changing situations while traveling for business
- Excellent relationship management skills
- Thorough knowledge of investments and competitive environment
- Familiarity with Vanguard a plus
- Good working knowledge of PC and MS Office software
- Understanding of CRM systems
- Experience with Morningstar Direct and Bloomberg preferred.
Benefits
- health insurance
- accident and life insurance
- retirement savings plans
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