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Job Description & How to Apply Below
About the Company
Full-service wealth planning & management firm
Industry
Financial Services
Type
Privately Held
Founded
1994
Employees
501-1000
Categories
- Consulting
- Finance
- Financial Services
- Risk Management
- Wealth Management
Specialties
- integrated wealth planning
- investment management
- tax planning
- risk management
- and estate planning
About the Role
The Company is seeking a Vice President, Institutional Sales and Client Relationship Manager to join its dynamic team. The successful candidate will be responsible for driving business development, executing sales plans, and managing client relationships within the Canadian institutional marketplace. This role requires a strategic and proactive professional with a proven track record in institutional asset management, including experience with a range of client profiles such as foundations, endowments, trusts, pensions, and family offices.
The Vice President will be accountable for expanding the company's presence, maintaining existing relationships, and achieving ambitious growth and AUM goals.
Applicants must have a Bachelor's degree in a relevant field, with a graduate degree considered an asset, and hold a CFA or CIM designation. A minimum of 10 years' experience in business development and institutional asset management is essential, along with a deep understanding of the Canadian financial landscape and multi-asset investment strategies. The role demands an individual with exceptional interpersonal and communication skills, a results-oriented and relationship-driven approach, and a high level of professionalism.
The ideal candidate will be an entrepreneurial leader, adept at problem-solving, and capable of driving growth while upholding the highest ethical standards. French language skills are a plus.
Hiring Manager Title
President, Institutional
Functions
- Business Development
- Sales/Revenue
- Account Management/Optimization
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