4 часа назад
Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President (Alternative Investments)
110 000 - 140 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President (Alternative Investments): Leading and scaling a high-volume outbound sales team that introduces financial advisors to an alternative investment platform, drives registrations, and supports advisors through their first trade with an accent on performance management, advisor segmentation, and sales coaching. Focus on optimizing outbound prospecting, analyzing Salesforce and Outreach pipeline data, improving conversion metrics, and coordinating advisor education and handoffs.
Location: Toronto, Ontario, Canada; office Monday–Thursday with remote flexibility on Friday
Base salary: CAD 110,000–140,000 per year, plus bonus and equity.
Company
provides a platform for alternative investment distribution and wealth management.
What you will do
- Lead and develop a team of Outbound Sales Analysts making 75+ daily calls per analyst to financial advisors.
- Set performance targets and monitor call volume, registrations, advisor profiles, CRM compliance, and first-trade conversions.
- Coach representatives through one-to-ones, call reviews, team huddles, structured improvement plans, and development paths.
- Own outbound prospecting strategy, including advisor segmentation by assets under management, firm type, channel, and alternative investment affinity.
- Develop call scripts, objection-handling frameworks, advisor profiling playbooks, and platform messaging with Marketing and Sales Enablement.
- Use Salesforce and Outreach reporting to identify pipeline trends, conversion bottlenecks, territory opportunities, and field insights.
Requirements
- Bachelor’s degree in finance, business, economics, or a related field.
- 3–6 years of inside sales or financial services experience, including 1–2 years in a team lead, supervisory, or management role.
- Experience managing high-volume outbound sales teams in a structured, metric-driven environment.
- FINRA Series 7 and Series 63 licenses required; Series 24 required or obtainable within 30 days of hire.
- Strong proficiency with Salesforce CRM and Outreach or an equivalent outbound sequencing tool.
- Knowledge of alternative investments, wealth management distribution, RIAs, or independent broker-dealers, with strong communication, coaching, and analytical skills.
Culture & Benefits
- Office-based collaboration Monday through Thursday with remote work flexibility on Friday.
- Comprehensive benefits for full-time employees, including medical, dental, vision, prescription, life insurance, and long-term disability coverage.
- 100% of group benefits premiums covered for employees and dependents.
- Retirement plans with a company match and unlimited paid time off.
- Compensation package includes base salary, bonus, and equity.
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