Description:
Picton Mahoney Asset Management is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PMAM’s business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firm’s sales growth.
The successful candidate will be fueled by big challenges, committed to innovative sales strategies, and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a hybrid model out of our office in Vancouver.
Responsibilities of the Role
- Demonstrate a keen focus on prospecting and growing the advisor base, position Picton Mahoney investment strategies using a consultative sales approach and close new business.
- Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base.
- Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s).
- Driven to meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters as well as phone and email activities to advance identified sales opportunities.
- Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner.
- Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada.
- Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects required.
- Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel.
- Participate in and contribute to regular team meetings and business planning sessions.