YTM Capital is an asset manager based in Oakville Ontario that offers fixed income alternative strategies, offered as private and public funds. https://www.ytmcapital.com/
Position Description
- Partner with our Managing Directors to develop and execute annual sales business plan
- Discover and explore new business opportunities by engaging in proactive sales calls with investment advisors
- Provide input on YTM Capital products and services
- Support investment advisors on market and fund performance, as well as portfolio reviews
- Update daily call activities and maintain accurate advisor records within CRM (Salesforce) in a timely manner
- Opportunity to be engaged in YTM Capital advisor events and meetings
Required Skill / Experience
- The drive to grow business
- Excellent communication skills
- Someone who will thrive in a face-paced, results-oriented work environment
- A team player with proven ability to collaborate
- Strong time management and organization skills
- Strong knowledge of individual investments, mutual funds, and alternative investment solutions
- Knowledge of our clients: investment advisors, family offices, endowments, foundations, is a positive
- Technology savvy, with CRM / Salesforce experience helpful
- Bilingual (French) is an asset
- Able to travel nationally as needed
