National Accounts

Lysander Funds Limited; Eastern Ontario; On-site; CAD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dynamic individual to join their National Accounts Team. This full-time role in Toronto offers a unique opportunity to leverage a robust product lineup while building and deepening relationships with major financial institutions across Canada. The ideal candidate will possess strong financial and analytical skills, along with exceptional communication abilities. With a culture that values collaboration and hard work, this position is perfect for someone eager to thrive in a supportive environment and make a significant impact in the financial sector.

Qualifications

• 5-10 years of industry experience required.
• Strong financial, analytical, and communication skills are essential.

Responsibilities

• Manage and support head office distribution partners.
• Identify new opportunities and develop sales strategies.
• Collaborate with partner portfolio managers.

Skills

Financial Analysis

Relationship Building

Communication Skills

Analytical Skills

Education

Undergraduate Degree

MBA

CIM

CFA

CFP

Job description

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility.

We are looking for a dynamic and capable person with strong product and relationship-building skills to join our National Accounts Team. Reporting to the Vice President, National Accounts, this role offers an opportunity to leverage Lysander’s strong product lineup to help expand upon and further deepen relationships with some of Canada’s largest financial institutions.

This is a full-time position located in the Toronto office of Lysander Funds.

Role

The position will be responsible for helping the National Accounts Team service existing head office relationships and identify new opportunities. In addition, this role will also play a role in helping collaborate with Lysander's Partner Portfolio Managers.

Responsibilities

1. Manage and support Lysander’s Head Office Distribution Partners
2. Support Lysander’s Partner Portfolio Managers
3. Develop and support Dealer Specific sales and product strategy
4. Identify and sequester Dealer Platform opportunities
5. Help identify synergies for Lysander Funds with its Dealer Partners
6. Manage Reporting requirements of Dealer Platforms and Recommended Lists
7. Manage informational database of Dealer Head Office Partners

Qualifications:

1. 5-10 years’ industry experience
2. Undergraduate degree. MBA, CIM, CFA or CFP not required but beneficial
3. Familiarity with broad financial industry trends and the ability to formulate a proprietary view
4. Strong financial and analytical skills
5. Comfort level with developing long-term business relationships
6. Exceptional written and verbal communication skills
7. A person that will thrive in an open collaborative environment

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to [e-mail]. Your information will be treated as confidential.

Deadline for applications: April 18, 2024