Vancouver Regional Investment Fund Sales Manager

Lysander Funds Limited; Vancouver; On-site; CAD 65,000 - 85,000; Full time

Job summary

Lysander Funds Limited, an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver, is seeking a Business Development Manager, Sales in Vancouver. You will manage a region of CIRO advisors, develop relationships, and work with the VP, Sales to grow the business.

The role offers a base salary of $65,000-$85,000 plus commissions of $40,000-$90,000, commensurate with experience.

Qualifications

• Completed or working towards Canadian Securities Course (CSC).
• IFIC, CIM, FMA, CFA or MBA would be an asset.
• Previous fund wholesaling experience preferred but not required.
• Excellent verbal and written communication.
• Experience conducting outbound sales calls.
• Comfort with MS office suite and ability to learn new systems.
• Exceptional time management and organization skills.
• Ability to work well in a team-oriented and collaborative environment.

Responsibilities

• Service and sell to an established sales territory of CIRO advisor teams working with the Vice President, Sales.
• Conduct client meetings by phone, video and in person to develop business relationships with advisors.
• Support the Vice President, Sales by forming relationships with advisors, planning territory service strategy, and booking meetings.
• Assist with territory campaigns through pro-active contact and relationship building with prospective advisors.
• Manage territory database and email marketing through MS Dynamics CRM.
• Enhance the reputation of Lysander Funds through ethical business practices and a dedication to client service.

Skills

Sales

Communication

Outbound calls

MS Dynamics CRM

Education

Canadian Securities Course (CSC)

IFIC/CIM/FMA/CFA/MBA asset

Tools

MS Office

Job description

Lysander Funds Limited, an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver, is seeking a Business Development Manager, Sales in Vancouver. You will manage a region of CIRO advisors, develop relationships, and work with the VP, Sales to grow the business.

The role offers a base salary of $65,000-$85,000 plus commissions of $40,000-$90,000, commensurate with experience.