Market Director, Investment Product Distribution
ATB Financial, Canada
Job Description
Our bottom line is different.
There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertanseven the ones who aren’t our clients.
Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.
Department: ATB Investment Management
Job Number: REQ6636
Location: Vancouver and Toronto
Hybrid: You’ll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives, including the occasional travel to Alberta
Apply by: Aug 31, 2023
Paygrade: M-OTH
System Title: Mutual Fund Sales Manager 8
# Positions available: 2
Leader: Chris Harrison, Managing Director, Investment Product Distribution
As the next Market Director, Investment Product Distribution at ATB Investment Management (ATBIM), you will educate and promote specific to ATBIM’s mutual funds, ensuring external financial advisors are informed, engaged and have the tools they need to promote and sell ATBIM’s products and strategies to clients.
Under the direction of the Managing Director of Investment Product Distribution, you will lead the external sales function for ATBIM’s suite of products within a set region. You will act as an integral ecosystem partner within ATBIM by delivering information about our products to financial advisors at external dealers. Conducting consultative, relationship-building meetings with IIROC and MFDA licensed Investment Advisors delivering information and promoting ATBIM’s products. As a relationship manager and technical expert working with Financial Investment Advisors and Portfolio Managers, a key measurable will be increasing flow into ATBIM’s suite of products. To deliver those sales results, you will focus on building and enhancing relationships by educating and meeting the various business needs of advisors and assisting them in delivering the ATBIM investment philosophy and value proposition to Advisors and Investors.
You will work closely with the ATBIM Fund Portfolio Management team, senior leaders and other experts, as well as ATBIM’s sub-advisors, to promote ATBIM’s products at conferences, roadshows and client events. This position will be highly visible and will act as a brand ambassador and moderator for advisor and client calls and presentations. This position will also lead sponsorship efforts and will work with event planners and other partners to ensure the ATBIM brand is elevated.
Accountabilities:
- Create, implement and execute your business plan in collaboration with the Managing Director for your assigned territory
- Responsible for developing high trust relationships with external financial advisors
- Analyze regional/product sales trends within participating broker/dealer firms and among individual investment advisors
- Work with various departments/individuals within the organization to provide a high level of service to investment advisors in your region.
- Understand all products ATBIM offers and educate the advisor community on ATBIM’s competitive advantage
- Organize and host calls, panels and podcasts with ATBIM’s sub-advisors and portfolio managers in order to promote the funds to clients and prospective clients in region
- Regularly meet with advisors in their region, to ensure the value of the ATBIM suite of products is understood and properly positioned to existing and prospective clients
- Attend industry events and conferences to host financial advisors on behalf of the fund company (ATBIM)
- Works in partnership with stakeholders to ensure effective change communications related to ATBIM’s funds
- Manage assigned territory to attain sales goals travel is required
Requirements
Skills and Experience:
- A university degree in business/economics or other related programs
- Investment sales/advisory experience or related education strongly preferred (CFA, CFP, CSC or CIM)
- 5-10 years of fund wholesaling experience
- Thorough knowledge of the investment industry and financial markets (structure, products, trends), with particular emphasis on diversified investment portfolios primarily using managed products (mutual funds, managed account programs, UMA/SMA’s, portfolios, ETF’s and pooled funds)
- A strong team player who is adept