National Account Specialist

AGF; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in asset management is seeking a National Account Specialist to enhance dealer relationships and support product approvals. This role demands a passion for financial markets and offers an opportunity to contribute to the growth of AGF’s investment strategies through collaboration across various teams.

Qualifications

• 3-5 years of experience in the Sales or Finance industry.
• High learning agility with investment strategies knowledge.

Responsibilities

• Support AUM growth and manage a pipeline of opportunities.
• Collaborate with stakeholders to support National Accounts.

Skills

Analytical skills

Communication skills

Relationship building

Education

Bachelor's degree in finance or related field

Tools

Salesforce

Morningstar Direct

Microsoft Office

Job description

About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Team

The National Accounts team supports AGF’s Retail Sales and AGF Capital Partners divisions, with product expertise spanning the full suite of AGF strategies. The team plays a critical role in expanding distribution across bank and independent dealer platforms and driving AUM growth through strategic initiatives, while working cross-functionally with teams such as Investment Management, Marketing, Innovation, Product, and Compliance.

About the Role:

Reporting to the Manager, National Accounts, the National Account Specialist helps strengthen dealer relationships, support product approvals (SMAs, mutual funds, alternatives, and model portfolios), and execute key growth initiatives (conferences, roadshows, and national calls). This role is ideal for someone passionate about financial markets, driven to make an impact, and eager to collaborate in a fast-paced, evolving environment.

Your Responsibilities:

• Support AUM growth by advancing product approvals and distribution across dealer platforms, including AGF Investments and AGF Capital Partners strategies
• Maintain and manage a pipeline of opportunities with key dealers
• Help support and maintain strong relationships with dealers and key stakeholders.
• Collaborate with internal stakeholders (Retail sales, Capital Partners, Investment Management, Marketing and Innovations, Product, and Compliance) to execute requests related to National Accounts and client specific needs.
• Maintain working knowledge of industry and dealer trends by staying informed of new products and services rolled out by dealers.
• Schedule and prepare for meetings with key national account stakeholders.
• Prepare and coordinate presentations, conference calls, dealer conferences, marketing materials, and activity reporting.
• Prepare account plans and provide reporting against national account objectives.
• Lead the coordination of service due diligence by prepping material for key dealers.
• Help deliver training and support to Retail Sales on key dealers.

Your Requirements:

• 3-5 years of experience in the Sales or Finance industry
• Bachelor's degree in finance or a related field

• Working knowledge of investment strategies encompassing Mutual Funds, SMAs, and ETFs, including competitive offerings and market trends
• High learning agility, with the ability to deepen knowledge of AGF’s Investments and AGF Capital Partners products and strategies.
• Strong computer and phone skills, including Microsoft Office (Word, Excel, Power Point)
• Strong analytical skills
• Ability to create and maintain relationships.
• Strong communication skills, both written and verbal
• Excellent interpersonal, judgment & decision-making skills
• Self-motivated and ability to be a great team player.

Additional Strengths you may bring to the role:

• CFA is a strong asset
• Experience with Salesforce, Morningstar Direct, and eVestment
• Working knowledge of Unified Managed Accounts

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

# R11142