Senior Associate, Platform Sales

AGF Investments; Boston (MA); Hybrid; USD 110,000 - 150,000; Full time

Job summary

AGF Investments in Boston seeks a Platform Sales professional to drive adoption of investment strategies across priority wealth platforms. You will engage financial advisors, support platform initiatives, and contribute to distribution through managed accounts, model portfolios, and ETF strategies.

The role reports to the VP, Wealth Strategy & Distribution, U.S., and is based in Boston in a hybrid setting. Ideal candidates have 3–7+ years in asset or wealth management and hold Series 7 and 63

Qualifications

• 3-7+ years of experience in asset management, wealth management, or investment distribution.
• Direct sales or client-facing business development experience.
• Familiarity with SMA/UMA, model portfolios, or ETFs is preferred.
• Strong communication and client engagement skills.
• Series 7 and 63 licenses are required.

Responsibilities

• Engage financial advisors and platform stakeholders to build awareness and usage of AGF’s investment strategies.
• Support outreach and relationship-building within priority wealth platforms.
• Participate in advisor meetings, platform calls, events, and follow-up activities.
• Maintain awareness of competitor strategies, platform trends, and advisor needs.
• Represent AGF at client meetings and industry events, maintaining accurate records in Salesforce.
• Track engagement and support reporting on platform and advisor activity.

Skills

Asset management

Wealth management

Sales / business development

Client engagement

Series 7 & 63 licenses

Tools

Salesforce

Job description

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About the Role:

AGF is seeking a Platform Sales professional to support the growth of its U.S. wealth business by driving adoption of investment strategies across priority wealth platforms.

This is an external, execution-focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and ETF strategies.

The role is designed for individuals looking to build a career in wealth distribution, with a focus on platform-centric sales, advisor engagement, and adoption outcomes.

Reporting to the Vice President, Wealth Strategy & Distribution, U.S., this role is an integral part of the Platform Sales function and works in close partnership with senior sales leadership and platform execution resources.

This position will be based in Boston in a hybrid setting.

Platform & Advisor Engagement

• Engage financial advisors and platform stakeholders to build awareness and usage of AGF’s investment strategies.
• Support outreach and relationship-building within priority wealth platforms.
• Participate in advisor meetings, platform calls, events, and follow-up activities.
• Conduct proactive outreach (calls, meetings, follow-ups) to develop advisor engagement.
• Support the build-out of an advisor pipeline within assigned platforms.
• Contribute to advancement of sales opportunities tied to platform priorities.

Platform Adoption Support

• Support the progression of strategies through platform adoption stages: Available - Recommended - Model - Adoption
• Assist with platform initiatives including:
• RFPs and questionnaires
• Help execute initiatives tied to SMA/UMA models, ETFs, and platform programs.
• Support discussions with advisors on:
• market conditions
• AGF investment strategies and performance
• portfolio construction and use cases
• Assist in preparing materials and coordinating meetings involving AGF investment professionals.
• Work closely with internal stakeholders across sales, marketing, product, and investment teams.
• Maintain awareness of competitor strategies, platform trends, and advisor needs.
• Represent AGF at client meetings, industry events, and conferences.
• Maintain accurate records of activity, pipeline, and opportunities in Salesforce.
• Track engagement and support reporting on platform and advisor activity.
• Contribute to a disciplined execution model aligned with platform priorities.

What You Bring:

• 3-7+ years of experience in asset management, wealth management, or investment distribution.
• Experience in direct sales or client-facing business development, preferably within asset management, wealth management, or financial advisory channels.
• Familiarity with managed accounts (SMA/UMA), model portfolios, or ETFs is preferred.
• Strong communication and client engagement skills.
• Ability to operate in a fast-paced, team-oriented environment.
• High level of organization and follow-through.
• Series 7 and 63 licenses are required.

Compensation :

The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [e-mail] so that appropriate arrangements can be made.