Business Development Manager
Core
Sales consultant driving asset retention, brand promotion, and market share growth for CI Global Asset Management investment products by educating and motivating financial advisers.
Role type
Business Development Manager (Sales)
Builds
Sales campaigns, client engagement, and lead generation for investment products
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Proactive sales campaign execution, account management, product education, lead generation, sales reporting, due diligence questionnaire response, market research
Preferred skills
Financial services designations (CSC, CFP, CIM, CFA, CAIA), advanced MS Office expertise
Technologies
MS Office (Word, Excel, PowerPoint)
Responsibilities
Perform proactive call and sales campaigns, generate referrals for District Vice President, manage established client relationships, respond to product and strategy inquiries, develop sales materials and presentations, collect client and competitor intelligence, perform territorial sales reporting
Seniority
Mid-level IC
