National Accounts Associate

Lysander Funds Careers; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Lysander Funds is seeking a dynamic individual for a full-time role supporting the National Accounts Team in Toronto. The role involves managing existing relationships and identifying new sales opportunities within Canada's largest financial institutions. Candidates should have 1-3 years of industry experience and strong communication skills, as well as the eagerness to learn in a collaborative environment.

Qualifications

• 1-3 years of industry experience.
• Comfortable developing long-term business relationships.
• Strong communication skills.

Responsibilities

• Manage reporting requirements of Dealer Platforms.
• Maintain an informational database of Dealer Head Office Partners.
• Support the National Accounts Team.

Skills

Written communication

Verbal communication

Relationship building

Analytical skills

Eagerness to learn

Job description

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montreal. We offer investment products to investment and mutual fund advisors and their clients, aiming to help investors reach their long-term financial goals. We foster an entrepreneurial culture that values hard work, honesty, and flexibility.

We are seeking a dynamic individual with product and relationship-building skills, eager to learn about the National Accounts and Retail Institutional Business. This role reports to the Vice President, National Accounts, and provides an opportunity to learn from senior team members, leveraging Lysander's strong product lineup to expand and deepen relationships with Canada's largest financial institutions.

This full-time position is based in our Toronto office.

Role

The successful candidate will support the National Accounts Team by servicing existing head office relationships and identifying new opportunities. Additionally, this role will collaborate with Lysander's Partner Portfolio Managers, the Sales Team, and may eventually take ownership of select Dealer Head Office relationships.

Responsibilities

• Manage reporting requirements of Dealer Platforms and Recommended Lists
• Maintain an informational database of Dealer Head Office Partners
• Support Lysander's National Accounts Team
• Develop and support dealer-specific sales and product strategies
• Identify and pursue Dealer Platform opportunities
• Help identify synergies between Lysander Funds and its Dealer Partners

Qualifications

• 1-3 years of industry experience
• Familiarity with broad financial industry trends and the ability to formulate a proprietary view
• Comfort with developing long-term business relationships
• Strong written and verbal communication skills
• Ability to thrive in an open, collaborative environment
• Eagerness to learn

Lysander Funds is proud to be an Equal Opportunity and Affirmative Action Employer.

We are committed to providing accommodations for people with disabilities throughout the recruitment process. If you require accommodations or assistance, please email us with your request. Your information will be kept confidential.

We thank all applicants for their interest; however, only those selected for consideration will be contacted.

Additional Details

Key Skills: [Specify key skills]

Employment Type: Full-Time

Experience: 1-3 years

Vacancy: 1

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