Назад
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19 часов назад

Director - Subadvisory Relationships

Формат работы
hybrid
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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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