Internal Sales Associate

Internal Sales Associate

Location | Toronto

RP15302

Finatal is working with a market-leading alternative asset manager seeking an ambitious individual to join its Global Wealth Solutions team. This is a unique opportunity to join a high-calibre, well-resourced platform, offering unparalleled exposure within a close-knit but expanding team, and strong long-term career progression within a leading name in alternative investments.

Responsibilities:

• Work in partnership and in support of External and Hybrid Relationship Managers to develop and maintain relationships with financial advisors at leading wealth
• management firms in their respective territories in order to drive sales and AUM growth across private and registered funds
• Provide sales support and service by being proactive with outbound phone calls to both existing and prospective allocators to drive sales and secure meetings for external partners
• Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
• Conduct follow-up activities with prospective and existing advisors/clients
• Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
• Understand and effectively communicate complex alternative investment capabilities across private and registered investment vehicles to existing and prospective clients in a clear and simple fashion, in both verbal and written form
• Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
• Generate and maintain continuous touchpoints by email and phone with financial advisors to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading product update calls

Requirements:

• 2+ years of sales experience with financial advisors at leading wealth management firms
• Knowledge/ experience in international Wealth Management
• Understanding of financial markets and investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
• Desired long term career path as an externally focused sales relationship manager
• Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
• Excellent academic credentials including an undergraduate degree from a top tier institution; progress toward CFA and/or CAIA preferred
• Series 7 and 63 or 66 required within 3 months of your start date
• Fluency in French desired.