Capital Raising - Regional Vice President, Private Wealth

Trez Capital; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading investment management firm is seeking a Regional Vice President, Private Wealth to drive capital raising efforts through the development and management of client relationships in the private wealth sector. The successful candidate will leverage their extensive sales experience and industry knowledge to promote Trez Capital’s offerings and achieve ambitious growth objectives. The role emphasizes collaboration, proactive engagement, and the execution of effective relationship-building strategies.

Benefits

Competitive total rewards package including base salary

Discretionary bonus and commission

RRSP matching

Health benefits

Qualifications

• 5+ years of sales experience in the investment management industry required.
• Proven methodology in territory and segmentation strategies.
• Strong understanding of Alternatives and Real Estate.

Responsibilities

• Execute annual and quarterly territory business plans.
• Proactively identify and engage key opportunities in Canada.
• Book meetings with potential clients and partners.

Skills

Interpersonal skills

Relationship management

Sales success

Communication

Time management

Education

College or university degree in a related field

Completion of CAIA, CFA, or MBA

Tools

Microsoft Office

Salesforce

Job description

The Regional Vice President, Private Wealth plays a key role in Trez Capital's Private Wealth capital raising efforts. Reporting to and working directly with the Vice President, Private Wealth & Strategic Partners, to identify, build, develop and strengthen relationships within the private wealth capital raising channel. This includes working with Wealth Management firms (PM-registered), Multi-Family Offices, Fund-of-Funds, PW focused RIAs, and other direct client or intermediaries outside the traditional Retail or Institutional segments. The Regional Vice President will be a client-facing external capital raising role with a strong focus on proactive regional prospecting, while also contributing to the maintenance and expansion of existing investor relationships.

Primary Accountabilities :

• Collaborate with management to execute annual and quarterly territory business plans, with a focus on a team-based approach to the development and strengthening of long-term relationships with Private Wealth middle market intermediaries and clients.
• Proactively identify and engage key opportunities in Canada to promote the Trez Capital Brand and group of funds.
• Utilize a consultative, question-based selling approach to understand client objectives and align solutions accordingly.
• Book meetings with potential clients and partners interested in incorporating Trez products into their portfolios.
• Initiate and follow up on sales calls in a timely manner, identifying new sales opportunities and responding to enquiries about Trez products.
• Maintain a comprehensive understanding of Trez funds, market trends and investor behaviour and trends.
• Conduct both in person and virtual meetings with clients and prospects as required.
• Provide sales coverage and support for the VP, Private Wealth during vacation or other absences.
• Maintain accurate activity records and client information in salesforce.com.
• Meet or exceed annual activity productivity targets in the areas of proactive calls, Know Your Advisor information and meetings booked, as established by the Head of Capital Raising and the Managing Director, National Retail Sales.

Additional Accountabilities :

Embraces the Trez Capital core values :

Our culture drives our success. Our values are the shared beliefs we bring to our professional and personal conduct every day. They are foundational to the strength of our business.

• We build Trust through the integrity of our people, our reputation for transparency, and by doing what we say with a focus on rigour, results and risk management.
• We gain Respect through the impact we create inside and outside the firm, delivering exemplary stakeholder experiences. We build respect through a collaborative and diverse environment in which our employees can excel.
• We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients' success.
• Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.

Complies with all policies and procedures, work rules, and standard operating procedures.

• Safeguards the interests of the business, our people and our clients.
• Completes other related duties as required.

Qualifications and Experience :

• College or university degree in a related field.
• 5+ years of sales experience in investment management industry is required
• Experience in conducting in person meetings
• Proven methodology in territory and segmentation strategies
• Strong understanding of Alternatives and Real Estate
• Completion of CAIA, CFA, and MBA are assets.

Knowledge, Skills & Abilities :

• Demonstrated investment management sales success and familiarity with sales channel.
• Superior interpersonal, influencing and relationship management skills.
• Ability to work independently and as a member of a team.
• Excellent written and verbal communication skills.
• Excellent time management and the ability to multi-task and prioritize a diverse workload.
• Ethical and credible, with a high degree of personal and professional integrity.
• Ability to manage challenging workloads in an entrepreneurial environment and deliver results.
• Computer skills; proficiency in Microsoft Office and Salesforce a must.

A competitive total rewards package is including a base salary, discretionary bonus, commission, RRSP matching and health benefits. Only direct applications will be accepted for this position

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