Associate Director, Sales

ICM Asset Management; Calgary; On-site; CAD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Education and growth opportunities

Employee group benefit plan

Onsite gym

RRSP matching

Social and volunteering events

Job summary

A prominent asset management firm based in Calgary is seeking an Associate Director, Sales. The ideal candidate will manage inbound inquiries, support an external sales team, and engage with prospective Advisors via phone and email. Required qualifications include 2+ years in sales and a diploma in business or finance. This full-time role offers a competitive compensation package and opportunities for professional development.

Qualifications

• 2+ years of experience in a client-facing sales role.
• Proven ability to manage and convert leads effectively.
• Strong knowledge of investment products preferred.

Responsibilities

• Engage with prospective Advisors through phone and email.
• Respond to inbound inquiries from clients and Advisors.
• Manage lead follow-up and track relationship progress.

Skills

Client-facing sales experience

Excellent communication skills

Lead management

Microsoft Office proficiency

Knowledge of investment products

Education

Diploma in business, finance, or marketing

Tools

HubSpot

CRM systems

Job description

2 days ago Be among the first 25 applicants

ICM Asset Management is an alternative asset manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional Advisors an array of investment opportunities focused on real estate, private debt, and music royalties. We are seeking an Associate Director, Sales to support our business development efforts and help grow our Advisor base across Canada.

Based in Calgary and reporting to the Managing Director, Sales, this role is responsible for managing inbound inquiries, supporting the external sales team with lead follow-up, and engaging prospective Advisors and Advisors through phone and email outreach. The ideal candidate is a confident communicator with a passion for relationship building and a strong interest in investment products.

Responsibilities:

• Proactively engage with prospective Advisors and Advisors through outbound phone calls and emails
• Respond to inbound inquiries from clients, Advisors, and interested Advisors
• Support the external sales team by managing lead follow-up and tracking relationship progress
• Use sales enablement tools such as HubSpot to support outreach and targeting
• Introduce ICM’s investment offerings to prospective clients in a clear, professional, and compliant manner
• Schedule and coordinate meetings or calls between Advisors and senior members of the sales team
• Prepare and distribute client-facing documents, offering materials, and presentations
• Uphold a high standard of service in all written and verbal interactions
• Collaborate with the Sales Admin team to ensure smooth onboarding and documentation workflows
• Help manage campaign execution and follow-up from marketing-led initiatives (e.g., webinars, email blasts)
• Coordinate with the marketing team on the distribution of fund updates, newsletters, and event invitations
• Maintain and organize communication records, notes, and key follow-up actions for the sales team

Advisor Experience & Internal Collaboration

• Contribute feedback to improve sales processes, CRM workflows, and client communication templates
• Participate in internal sales meetings and assist with reporting on pipeline and outreach activity

Qualifications:

Required:

• 2+ years of experience in a client-facing sales, business development, or inside sales role
• Diploma in business, finance, marketing, or a related field; equivalent experience will also be considered
• Excellent communication skills, both verbal and written
• Proven ability to manage and convert leads through email and phone engagement
• Comfortable handling objections and tailoring messaging to various Advisor profiles
• Strong knowledge of Microsoft Office and CRM systems
• Experience supporting or selling investment products, ideally in real estate, private capital, or wealth management

Preferred/Nice to Have:

• Experience coordinating with marketing and external wholesalers to execute campaigns
• Exposure to platforms such as Fundserv and HubSpot
• Experience with outbound call tracking systems
• Bilingual (French/English) considered an asset

ICM Offers:

• The opportunity to join a high growth and dynamic firm
• Education and growth opportunities
• Reimbursement for certain professional development expenses
• Competitive compensation
• Employee group benefit plan
• RRSP matching
• Onsite gym
• Participation in a wide array of company social and volunteering events

About ICM:

Our success hinges on delivering outstanding Advisor results using innovative strategies and elevate our clients’ experience through collaboration and exceptional service. Our adherence to these principles has allowed ICM to generate exceptional investment returns for our clients and a strong track record of achieving our goals.

Today, we manage more than $2.0 billion of assets across numerous investment vehicles and advisory relationships and have considerable experience in originating, structuring and financing investment transactions and managing risk in alternative assets. Our team has grown substantially and is made up of investment and operating professionals with extensive experience, collectively having acquired and/or managed over $7 billion of assets globally.

Interested applicants should submit a resume in pdf format to [e-mail] with Associate Director, Sales in the subject.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Industries

  Investment Management

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