Business Development Manager
Core
Sales consultant responsible for sales, asset retention, and brand promotion of CI Global Asset Management investment products to financial advisers and professionals.
Role type
Business Development Manager (Sales Consultant)
Builds
Sales campaigns and materials for CI GAM product offerings
Domain
Financial services / Asset Management
Deliverable
client delivery
Required skills
Financial services sales experience, account management, product knowledge (securities, mutual funds), MS Office expertise, communication, time management
Preferred skills
Financial services designations (CSC, CFP, CIM, CFA, CAIA), resourcefulness, creative problem solving
Responsibilities
Perform proactive call and sales campaigns, generate referrals for District Vice President, manage established clients, respond to product and strategy inquiries, develop sales campaigns and presentations, assist with due diligence questionnaires, perform territorial sales reporting, collect client and competitor information
Seniority
Mid-level individual contributor