Senior Manager, Fund Sales
Core
Develop and deliver strategic communications for ATBIM's mutual funds to inform and engage financial advisors, acting as an ecosystem partner to increase product penetration.
Role type
Senior Manager, Fund Sales (Investment Product Distribution)
Builds
Strategic communications, business plans, and educational content for financial advisors regarding ATBIM's investment products.
Domain
Financial Services / Investment Management / Mutual Funds
Deliverable
client delivery
Required skills
Investment sales/advisory experience, relationship building, stakeholder management, industry knowledge (mutual funds/managed products), strategic planning, event management, travel
Preferred skills
CFA, CFP, CSC, or CIM certifications
Technologies
None stated
Responsibilities
Create and implement a business plan to connect with advisors; Develop high trust relationships with financial advisors; Educate the advisor community on ATBIM's competitive advantage; Organize and host calls, panels, and podcasts with sub-advisors and portfolio managers; Meet with advisors in all regions to ensure product value is understood; Attend industry events and conferences to host financial advisors; Travel frequently within Alberta to meet with financial advisors in person.
Seniority
Senior Manager, hands-on IC