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About the role
- Business Development Manager focusing on institutional sales for NEI at Aviso Wealth. Supporting development and management of relationships with foundations, endowments, and charitable organizations.
Responsibilities
- Support the Sales requirements of new/existing Institutional relationships
- Ability to interact effectively with both the external customers and the internal Aviso/NEI organization
- Maintain and identify new relationships with the Institutional Consultants both directly and in conjunction with key Institutional Retirement channels
- Actively discover, prospect and manage the needs of the opportunities to contribute NEI solutions to their success on an ongoing basis
- Maintain a high level of investment market awareness
- Partner with Institutional sales team to institute the Institutional National strategy
- Understanding of Responsible Investment foundations and ESG considerations linked to asset management solutions
- Work to have NEI Solutions added to Institutional DC Retirement platforms & solutions
- Develop an understanding of the Institutional competitive landscape and use this information to identify threats and opportunities
- Work with Director Institutional sales to support the activities needed day to day, monthly and quarterly to develop new clients
- Liaise with internal stakeholders (Institutional Service Lead) to support the timely, accurate and comprehensive updating of various databases and materials to support RFPs
- Document and ensure all sales activities are tracked in the firm’s CRM system
Requirements
- Post-secondary degree/diploma in Business Administration or related field
- 3-5 years’ work experience strongly recommended in a sales environment, preferably in Mutual Funds and strong knowledge of ESG landscape
- In-depth knowledge of investment products and knowledge of asset management and portfolio management
- Strong networking and presentation skills
- Self-starter with effective time management skills and ability to manage multiple priorities
- Able to incorporate sales strategies and a track record of executing strategies to grow market share
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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