Associate, Retail Sales

Posted 23 February 2023

Associate, Retail Sales at Picton Mahoney Asset Management

Other Full-time Toronto

Experience: Entry-Level
Salary Range: Not Specified

Close date: 24 April 2023

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Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $10 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. We are honoured to make the ranks as one of Canada’s Top-8 Employers as recognized through Great Place to Work™ in 2020 and 2021, Canada’s 2020 and 2021 Best Workplaces™ in Financial Services & Insurance, 2021 Best Workplaces™ for Women, 2021 Best Workplaces for Inclusion, and 2020 and 2021 Best Workplace™ in Ontario. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the past 15 years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm. We believe in integrity and always “doing the right thing” for our clients, colleagues and the firm. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

Position Description

The Opportunity

Picton Mahoney Asset Management is presently seeking an ambitious, energetic, and relentlessly curious Associate, Retail Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PMAM’s business and will partner closely with an assigned Vice President, Retail Sales (External Wholesaler) to contribute to the firm’s sales growth.

The successful candidate will be fueled by big challenges, committed to innovative sales strategies, and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a flexible hybrid model out of our office in Toronto.

Responsibilities of the Role

  • Demonstrate a keen focus on prospecting and growing the advisor base, position Picton Mahoney investment strategies using a consultative sales approach and close new business.
  • Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base.
  • Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s).
  • Driven to meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters as well as phone and email activities to advance identified sales opportunities.
  • Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner.
  • Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada.
  • Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects required.
  • Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel.
  • Participate in and contribute to regular team meetings and business planning sessions.

Our Commitment to Employees

Picton Mahoney Asset Management is proud to offer our employees with generous perks and programs that enhance the career experience with our firm, including: Corporate Wellness & Fitness Reimbursement, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, Generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account and more.

Health and Safety

We are doing our part to ensure the health and safety of all of our employees and visitors and to reduce the spread of COVID-19. Our office will allow for social distancing and ensuring new routines are followed, such as hand sanitizing, thorough disinfection and cleaning, mask wearing, and other protective equipment. In addition, all employees and visitors who visit our office will be mandated to be fully vaccinated against COVID-19.

Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at [email protected].

Required Skill / Experience

The Qualifications and Experience Required

  • Post secondary education in business, finance or related field.
  • Successful completion or working towards Canadian Securities Course certification. Other industry certifications (e.g., CIM, CFA) are considered an asset.
  • 2+ years of previous sales experience in the financial services, investment or related industry.
  • Excellent verbal and written communication skills is required.
  • Highly motivated self-starter with an innovative approach to driving sales.
  • Outstanding interpersonal and communication skills.
  • Ability to organize, prioritize and execute individual and team sales plans and activity.
  • Proficient in Microsoft Office applications.
  • Extensive experience working with a CRM system (Salesforce preferred).
  • Occasional future travel will be required.

Competencies of a Successful Leader at Picton Mahoney:

  • Results-Oriented: Does everything to be as productive as possible; keeps 100% focused on work; takes initiative to start and complete tasks.
  • Collaboration: Relates well to all kinds of people, up, down and sideways, inside and outside the organization. Builds appropriate rapport; Builds constructive and effective relationships using diplomacy and tact; Can diffuse even high-tension situations comfortably.
  • Critical Thinking: Able to objectively examine assumptions and beliefs; Makes decisions that impact problems at their cause rather than just the symptom; Uses a decision-making approach that is fair and accurate; Demonstrates insightful understanding of the organizational context and priorities; Foresees long-term implications of proposed positions.
  • Customer Focus: Communicates in a positive manner, especially when handling complaints or conflict; efficiently obtains additional resources as needed to satisfy customer needs. Can refer internal or external people to the correct person in the organization
  • Cultivates Innovation: Total understanding of the marketplace for products and services (what are the benefits to your customer and why do they buy your product); Is able to select from among many possible creative ideas for new products and services, those which would have the highest likelihood of success in the marketplace; Taking the raw idea and managing the transition to a successful product or process in the marketplace.
  • Functional/Technical Skills: Understands technical expectations of the job and uses all resources available to improve effectiveness within the organization.
  • Passion for Results: Can be counted on to exceed expectations on a regular basis; Is constantly and consistently one of the top performers; Very bottom-line oriented; Steadfastly pushes self and others for results
  • Personal Learning or Self-Development: Engages in continuous self-development; Tackles challenges with enthusiasm and determination; Admits mistakes and openly identifies opportunities for personal growth; Knows personal strengths, weaknesses, opportunities, and limits

Above all, we’re looking for individuals with a mindset to and who are inspired to make BIG impact. If you think that you will excel in this multi-faceted role, we want to hear from you!

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