Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Чётко описанная руководящая роль в работе с клиентами у известной инвестиционной компании, сочетающая стратегические и рыночные задачи; поездки и высокий порог опыта сужают круг подходящих специалистов.
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Высокий порог опытаНужны поездкиПонятные задачиИзвестный управляющий
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Текст:
Hirify AI/Оригинал
TL;DR
Director - Subadvisory Relationships (Wealth Management): Supporting Canadian subadvisory clients through strategic partnerships, marketing and sales initiatives, investment due diligence, and retail market intelligence with an accent on client governance, product positioning, and distribution-channel growth. Focus on coordinating client resources, presenting investment strategies, analyzing Canadian market trends, and developing subadvisory product opportunities.
Location: Toronto, Canada; hybrid work environment
Company
hirify.global is an investment management firm focused on helping individuals and institutions build more secure and prosperous futures.
What you will do
Maintain strategic partnerships with subadvisory clients’ marketing, product, distribution, and investment manager research teams.
Coordinate resources for client roadshows, events, due diligence meetings, webinars, strategy updates, speaking engagements, and recommended-list opportunities.
Support client marketing and sales initiatives by presenting MFS strategies, value propositions, products, thought leadership, and practice management.
Provide training to distribution teams on product launches, differentiators, and strategy positioning.
Deliver Canadian retail-market intelligence, industry trend analysis, asset-class and sales analytics, and OKR reporting to leadership.
Update CRM records and contribute to subadvisory product development, including market cases, feasibility, execution, and go-to-market strategy.
Requirements
Bachelor’s degree; CIM or CFA is preferred.
At least 8 years of investment-related or financial experience in the retail market or wealth management, including at least 3 years in a direct client-oriented capacity.
Knowledge of domestic and foreign financial markets and products.
Excellent written, verbal, and presentation skills, with strong interpersonal skills and a passion for developing client relationships.
Ability to set priorities, meet deadlines, operate autonomously, and collaborate effectively.
Ability to be registered with Securities Commissions as an Associate Advising Representative or Advising Representative.
Travel is required.
Nice to have
CIM or CFA designation.
Ability to speak French.
Culture & Benefits
Collaborative environment that favors the strongest idea and emphasizes care, compassion, diversity, inclusion, and equity.
Hybrid work environment combining remote and onsite work.
Inclusive and equitable workplace with accommodations available during the recruitment process.
Equal opportunity employment and support for applicants with disabilities.
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