Sales - Funds - Business Development Manager
About the role
What will you do?
Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
Initiate phone and digital contact with clients and potential clients to expand relationships.
Provide valuable advice and information regarding Purpose products and services to support advisors in a continuously changing business and environment.
Effectively provide ongoing support to both dealers and brokers concerning fund & market trends as well as review portfolio profiles.
Update daily call activities and maintain accurate advisor records within CRM (Salesforce) promptly.
Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.
Qualifications:
Experience in the financial services industry in a similar sales capacity.
Strong knowledge of the fund industry.
Excellent communication skills, with proven ability to excel in verbal and written communications.
Strong time management and organization skills.
Team player with proven ability to collaborate in a fast-paced environment.
Technology savvy.
Nice to have:
Hubspot knowledge
Salesforce knowledge
Enrolment in or completion of CFA or CIM
Experience in cold calling, cold emailing, and in a sales environment.
A knack for building relationships and having fun.
About Purpose Unlimited
Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
Our mission is to be the customer-focused leader that the financial services industry needs.
Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.
Sales - Funds - Business Development Manager
About the role
What will you do?
Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
Initiate phone and digital contact with clients and potential clients to expand relationships.
Provide valuable advice and information regarding Purpose products and services to support advisors in a continuously changing business and environment.
Effectively provide ongoing support to both dealers and brokers concerning fund & market trends as well as review portfolio profiles.
Update daily call activities and maintain accurate advisor records within CRM (Salesforce) promptly.
Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.
Qualifications:
Experience in the financial services industry in a similar sales capacity.
Strong knowledge of the fund industry.
Excellent communication skills, with proven ability to excel in verbal and written communications.
Strong time management and organization skills.
Team player with proven ability to collaborate in a fast-paced environment.
Technology savvy.
Nice to have:
Hubspot knowledge
Salesforce knowledge
Enrolment in or completion of CFA or CIM
Experience in cold calling, cold emailing, and in a sales environment.
A knack for building relationships and having fun.
About Purpose Unlimited
Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
Our mission is to be the customer-focused leader that the financial services industry needs.
Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.