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
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