Business Development Manager
Core
Sales consultant responsible for sales, asset retention, and brand promotion of CI Global Asset Management investment products, acting in partnership with the District Vice President.
Role type
Business Development Manager (Sales)
Builds
CI GAM market share and high-quality leads for the territory
Domain
Financial Services / Asset Management
Required skills
Financial services sales experience, University degree in Business Administration, Financial services designations (CSC, CFP, CIM, CFA, CAIA), Securities and mutual fund product knowledge, MS Office expertise, Communication and interpersonal skills, Time management and organization, Resourcefulness and creative problem solving
Preferred skills
None stated
Technologies
MS Office (Word, Excel, PowerPoint)
Responsibilities
Perform proactive call and sales campaigns to promote CI GAM product offerings, Generate referrals for the District Vice President, Perform account management and customer service duties for established clients, Respond to inquiries on products, fund management strategies, and industry trends, Develop sales campaigns and materials, Assist in responding to due diligence questionnaires, Perform territorial sales and asset reporting, Collect client and competitor information
Seniority
Mid-level, hands-on IC