Job

Business Development Manager, Sales

Posted 20 March 2024

Business Development Manager, Sales at Lysander Funds Ltd.

Sales & Trading Full-time Toronto

Experience: Mid-Level
Education Required: University degree in a relevant discipline.
Completed or working towards Canadian Securities Course (CSC).
IFIC, CIM, FMA, CFA or MBA would be an asset.
Salary Range: Not Specified

Close date: 29 April 2024

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Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to Investment Advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility.

Position Description

The Business Development Manager, Sales will work closely with the Vice President, Sales to manage a region of existing and prospective Investment Advisors in Toronto, the Northern GTA and Northern Ontario. The Business Development Manager will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales. This role reports to the Vice President, National Accounts.

This is a full-time role working from the Toronto offices of Lysander Funds.

Responsibilities

  • Service an established territory of CIRO Investment Advisor teams with the Vice President, Sales.
  • Conduct client meetings by phone, video and in person to develop business relationships with advisors.
  • Support the Vice President, Sales by forming relationships with advisors, planning territory service strategy, and booking meetings.
  • Assist with territory campaigns through pro-active contact and relationship building with prospective investment advisors.
  • Manage territory database and email marketing through MS Dynamics CRM.
  • Enhance the reputation of Lysander Funds through ethical business practices and a dedication to client service.

Required Skill / Experience

  • Exceptional time management and organization skill.
  • Previous fund wholesaling experience preferred.
  • Excellent verbal and written communication.
  • Experience conducting outbound sales calls.
  • Comfort with MS office suite and ability to learn new systems.

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