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8 дней назад

Institutional Investments Sales Leader for Eastern Canada

Формат работы
hybrid
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Текст:
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TL;DR
Institutional Investments Sales Leader for Eastern Canada (Institutional Investment Sales): Developing and executing strategic sales plans for Mercer’s institutional investment business across Eastern Canada with an accent on client engagement, customized investment strategies, and business growth. Focus on managing complex institutional sales cycles, building trusted relationships with pension plans and endowments, and applying AI and technology-enabled tools to deliver client solutions.

Location: Montreal, Canada; hybrid work with at least three days per week in the office or onsite with clients

Company

hirify.global is a global professional services company operating across risk, reinsurance and capital, people and investments, and management consulting.

What you will do

  • Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Eastern Canada.
  • Build trusted relationships with pension plans, endowments, foundations, and other institutional investors.
  • Partner with investment consulting and product teams to design customized investment strategies.
  • Identify new business opportunities, expand Mercer’s client footprint, and close large institutional mandates.
  • Represent Mercer at industry forums and provide clients with relevant market and regulatory insights.
  • Use AI and technology-enabled tools to support institutional investment sales.

Requirements

  • 7–10 years of experience in institutional investment sales, business development, or related roles.
  • Demonstrated success in institutional investment sales or business development within the Canadian market.
  • Strong knowledge of institutional investment products, asset classes, Canadian pension plans, endowments, foundations, and the regulatory environment.
  • Excellent communication and presentation skills in French and English, with regular interaction across Canada.
  • Bachelor’s degree in Finance, Business, Economics, or a related field.
  • Experience managing complex sales cycles, CRM tools, and Microsoft Office.

Nice to have

  • Advanced degree or professional designation such as CFA, CAIA, or CFP.
  • Experience with negotiation and large institutional mandates.

Culture & Benefits

  • Professional development opportunities and supportive leadership.
  • Inclusive and collaborative work environment focused on creating solutions and client impact.
  • Career opportunities, benefits, and rewards supporting employee well-being.
  • Hybrid work model combining office collaboration, remote flexibility, and onsite client work.

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