Vice President, Business Development (Wholesaler)

JC Clark Ltd.; Toronto; On-site; CAD 120,000 - 150,000; Full time

Job summary

An independent investment management firm in Toronto is seeking a Vice President of Business Development to lead retail sales initiatives. The ideal candidate will have over 5 years of business development experience and a robust network of investment advisors. This full-time role requires exceptional relationship-building skills and a thorough understanding of financial markets. The firm is known for its value investing approach and aims to expand its presence in Canada.

Qualifications

• At least 5 years of relevant business development or sales experience.
• Strong existing contact network of investment advisors across Canada.
• Proven track record of meeting or exceeding sales targets.

Responsibilities

• Build and manage a pipeline of new investors.
• Lead retail sales and marketing strategy.
• Establish new advisor relationships.

Skills

Business development experience

Sales proficiency

Relationship-building skills

Financial market knowledge

Strong verbal and written communication

Education

CFA / CIM / MBA / CFP

Job description

Position Summary

Vice President, Business Development (Wholesaler)

JC Clark is a Toronto-based independent investment management firm that utilizes a value investing approach to manage capital on behalf of high-net-worth individuals as well as institutional investors and foundations. The firm recently launched its first Liquid Alternative Prospectus based fund and is expanding its distribution into the retail channel.

The Firm’s unique investing approach delivers both protection and growth of capital through various market conditions. The Firm is committed to meeting the needs of our clients by preserving capital, by attaining outstanding risk-adjusted absolute returns, and by maintaining a low correlation to the broad equity market indices whenever possible.

The principals of the firm have successfully executed alternative investment strategies for more than 25 years. We believe that all clients should be focused on maximizing long-term absolute returns, rather than short-term relative returns. Collectively, JC Clark principals and employees are among the largest investors in our funds.

Role & Responsibilities

• Build, manage, and grow a pipeline of new investors for the firm
• Lead the overall retail sales and marketing strategy at JC Clark
• Build an in-depth knowledge of our products, increase sales and retain existing assets in the retail channel
• Identify and establish new advisor relationships
• Maintain a quarterly sales plan and deliver on targets to achieve asset raising goals
• Update the executive team regularly on activity, pipeline, and feedback pertaining to asset raising efforts
• Grow our brand and reputation in the Canadian market
• Oversee the preparation and distribution of marketing materials and client communication

Desired Skills and Experience

• At least 5 years of relevant business development / sales experience
• A strong existing contact network of investment advisors across Canada
• Proven track record of consistently meeting or exceeding sales targets
• Exceptional relationship-building and networking skills
• Excellent verbal, written, and presentation skills
• Strong financial acumen, including knowledge of financial markets and the asset management industry
• Self-motivated with ability to work independently
• CFA / CIM / MBA / CFP and other industry licenses and designations considered an asset

Seniority level

• Executive

Employment type

• Full-time

Job function

• Business Development and Sales
• Industries : Investment Management