Regional Vice-President, Capital Raising, CMLS Asset Management

CMLS Financial; Calgary; Hybrid; CAD 90,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Regional Vice-President in Capital Raising. This role offers the opportunity to lead sales efforts across Western Canada, focusing on building strong client relationships and driving asset growth. You'll collaborate with a dynamic team to optimize strategies and engage with investors, ensuring their financial goals are met. With a strong commitment to employee development and a vibrant corporate culture, this position is perfect for motivated individuals looking to make a significant impact in the investment management field.

Benefits

Health and Wellness Spending Accounts

Health, Drug, Vision, and Dental benefits

Paid vacation and sick days

RRSP Matching Program

Maternity / Parental Leave Top Up Program

Discounted gym memberships

Travel assistance and EAP

Business Casual dress code

Company social events

Hybrid work arrangements

Qualifications

• 3-5 years of successful field sales experience required.
• Completion of Canadian Securities Course (CSC) is mandatory.

Responsibilities

• Generate and maintain a quality pipeline of transactions.
• Manage investor relations and provide proactive support.

Skills

Field Sales Experience

Interpersonal Skills

Time Management

Communication Skills

Real Estate Knowledge

Education

Bachelor's Degree

Completion of Canadian Securities Course (CSC)

Job description

Regional Vice-President, Capital Raising, CMLS Asset Management

Western Canada (BC, AB, MB, or SK)

Salary Range : $90,000 - $110,000 base + commission

CMLS Asset Management is looking for a Regional Vice-President, Capital Raising (Western Region) to join our growing team.

CMLS Asset Management provides its investor clients with exposure to real estate debt, either through pooled vehicles or direct sub-advisory relationships. Our flagship product is the CMLS Mortgage Fund with a 16-year track record and a strong return profile of 6-8%. Our vision is to be recognized as a trusted alternative asset manager.

The primary objective of the national sales team is to grow our asset base by supporting our direct investor clients and our network of investment professionals as they prepare their clients for retirement and other significant life goals that demand focused financial management.The team works together to plan and execute a strategy that cultivates key relationships and effectively maximizes territory sales.

About the Role :

As an integral member of the sales team, the Regional Vice-President, Capital Raising will work in partnership with the Managing Director, National Accounts and Capital Raising to ensure the effective and efficient implementation of the territory sales plan. The Regional Vice-President, Capital Raising will learn about the fundamentals of our business, who our clients are, what their needs are, and how CMLS can meet those needs.

In this role, you will :

• Consistently generate and maintain a quality pipeline of transactions to meet sales and activity / engagement targets
• Maintain and strengthen external client relationships
• Discover and explore new business opportunities via proactive sales calls
• Work with the Managing Director, National Accounts and Capital Raising to optimize the use and effectiveness of PM access, due diligence, conference participation and other events for the region
• Manage investor relations; providing proactive support and services to existing supporters, investors, and prospects, responding to inquiries, and coordinating follow-up where required in a professional and timely manner
• Maintain accurate records of contacts in the region, along with activity tracking of leads in the sales pipeline and CRM
• Travel as needed to deliver sales presentations and meetings
• Maintain up-to-date knowledge of our industry and competition
• Participate in and contribute to regular team meetings and business planning sessions
• Provide ongoing support regarding the CMLS Asset Management and CMLS Mortgage Fund brand and presence, sharing ideas and strategies designed to develop overall sales and client base
• Coordinate and participate in corporate and social events with colleagues and industry professionals
• Represent the Company with honesty and integrity while delivering high levels of customer service to both our external and internal partners

Skills and Qualifications :

• Minimum 3-5 years of successful field sales experience or equivalent
• Bachelor of Arts, Science or Commerce degree preferred
• Completion of the Canadian Securities Course (CSC) is required
• Registered Dealing Representative is an asset
• Excellent interpersonal skills with proven ability to build relationships
• Passionate, willing to put in the extra effort to achieve personal goals
• Excellent time management skills to handle multiple tasks simultaneously with limited supervision, in a fast-paced work environment
• Driven and goal-oriented with a positive attitude
• Ability to work effectively both in a team environment and independently, open to direction and a collaborative work style
• Excellent written and oral communication skills
• Must have the ability to remain flexible and meet deadlines under pressure with little supervision
• Strong understanding of real estate and finance fundamentals

Benefits and Perks

Some of the benefits we offer at CMLS are :

• Health and Wellness Spending Accounts
• Health, Drug, Vision, and Dental benefits
• Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)
• RRSP Matching Program
• Maternity / Parental Leave Top Up Program
• Discounted gym memberships
• Travel assistance and EAP
• Business Casual dress code
• Company social events + sport teams
• Hybrid work arrangements and telecommuting opportunities
• And more!

Who are we?

CMLS Asset Management is a registered investment fund manager, portfolio manager, and exempt market dealer, with a 16-year track record in delivering stable returns to investor clients seeking exposure to real estate debt. The firm manages its flagship fund, the CMLS Mortgage Fund, and acts as subadvisor to institutional investor clients seeking to augment their traditional fixed income investments with real estate debt.

You will love working here

Employees tell us that they love that we strike the balance in creating an incredibly professional, yet dynamic and enjoyable corporate culture. We work in a fluid and fast-paced environment that is supportive of energetic and motivated individuals who pride themselves on being flexible and results-driven. Our employees are able to gain valuable industry exposure, lots of learning opportunities, and truly impact the business. We are committed to providing our people with a challenging and rewarding career because our employees are what set us apart and we know it .

Equal Opportunity Employer

CMLS Financial is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-protected factors. Disability-related accommodations are available on request for candidates taking part in all aspects of the selection process.

We want to hear from you!

If you are confident that you would be a strong asset to our team, submit both a cover letter and resume today! We thank all applicants for their time in applying, however, we will only contact those selected for an interview. Consideration of applications will begin immediately and continue until the position is filled.