Senior Manager, Fund Sales
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Key skills for this role
About the Role
ATB Financial is seeking a Senior Manager, Fund Sales to lead internal sales for ATB Investment Management Inc.'s mutual funds. You will develop strategic communications, build relationships with financial advisors, and promote ATBIM's products.
Key Skills for This Role
Responsibilities
- Create and implement a business plan to connect with advisors
- Develop high trust relationships with financial advisors
- Understand all products ATBIM offers and educate the advisor community on competitive advantage
- Organize and host calls, panels and podcasts with sub advisors and portfolio managers
- Regularly meet with advisors in all regions to ensure value of ATBIM products is understood
- Attend industry events and conferences to host financial advisors on behalf of ATBIM
- Work in partnership with stakeholders for effective change communications
- Travel frequently within Alberta to meet with financial advisors in person
Requirements
- A university degree in business or other related programs
- Investment sales/advisory experience or related education strongly preferred (CFA, CFP, CSC or CIM)
- 5 10 years of related experience
- Thorough knowledge of the investment industry (structure, products, trends), with emphasis on diversified investment portfolios using managed products
- Strong team player adept at building relationships and collaborating
- Ability to manage stakeholders and influence decisions
- Ability to prioritize and manage expectations
- Proactive, solutions oriented and very high attentive to detail
- Critical thinking and problem solving
Full Job Posting
About The Role
- As the next Market Director, Investment Product Distribution at ATB Investment Management Inc. (ATBIM), you will develop and deliver strategic communications specific to ATBIM’s mutual funds.
- You will lead the internal sales function for ATBIM’s suite of products and act as an integral ecosystem partner within ATB Wealth.
Accountabilities
- Create and implement a business plan to connect with advisors.
- Responsible for developing high trust relationships with financial advisors.
- Understand all products ATBIM offers and educate the advisor community on ATBIM’s competitive advantage.
- Organize and host calls, panels and podcasts with ATBIM’s sub advisors and portfolio managers.
- Regularly meet with advisors in all regions to ensure the value of the ATBIM suite of products is understood.
- Attend industry events and conferences to host financial advisors on behalf of the fund company (ATBIM).
- Works in partnership with stakeholders to ensure effective change communications related to ATBIM’s funds.
- Travel frequently within Alberta to meet with financial advisors in person.
Skills, Experience & Requirements
- A university degree in business or other related programs.
- Investment sales/advisory experience or related education strongly preferred (CFA, CFP, CSC or CIM).
- 5 10 years of related experience.
- Thorough knowledge of the investment industry (structure, products, trends), with particular emphasis on diversified investment portfolios primarily using managed products.
- A strong team player who is adept at building relationships and collaborating.
- Ability to manage stakeholders and influence decisions.
- Ability to prioritize and manage expectations.
- Proactive, solutions oriented and very high attentive to detail.
- Critical thinking and problem solving.
About ATB
- At ATB, we exist to make it possible for our clients, team members and communities.
- We are consistently recognized as one of Canada's top employers thanks to our high care, high performance culture.
- We are dedicated to building a workforce reflective of those within our communities.
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