About the Company
Our client is a Toronto-based independent boutique asset management firm that utilizes a value investing approach to manage capital for high-net-worth individuals, institutions, and foundations.
- Employees: 8
- Assets under management: $300M
- Ownership: Private
- Reports into: CEO
Who you are:
The ideal candidate will have a consistent track record of excelling in business development among high-net-worth clients. They will be able to demonstrate their ability to find, attract, and retain High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. They will have worked previously in investment management or wealth management business development roles and will have a deep network of HNW and UHNW individuals as well as Family Offices. They will have a foundation in investments, financial planning, and other issues that UHNW clients face to allow a productive discussion with prospective clients. They will have an advanced designation, lending them credibility with potential clients and an understanding of the role of the trusted advisor.
The candidate will be keen to take on the new initiatives and will excel in an entrepreneurial environment. They must have a sense of ownership and pride in their performance and be a critical thinker. This will be an individual who can think quickly and pivot when required. They make smart decisions quickly and with confidence. The successful candidate must have good problem-solving skills, excellent time management, exceptional interpersonal and communication skills, and be a strong leader with an adaptable, innovative mindset.
The impact you will have:
If there was ever a time to join the company and have the ability to influence its growth, it is now. You will have a simple mission: to grow the firm’s assets under management and bring in new clients.
You will be an important member of the leadership team and will participate in key decisions about strategic growth objectives.
It is expected that you will lead the firm’s efforts to grow assets under management and assist in the development of new investment products and services.
What are we looking for?
- 7+ years working at the senior level in sales in investment management, wealth management, asset management, or financial service environments.
- Proven track record of finding, attracting, and retaining High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
- A graduate degree related to the industry.
- Experience working in an entrepreneurial environment is preferred.
Egility is committed to creating and fostering culturally diverse, equitable, and inclusive organizations. We recognize the value of a wide range of ideas, perspectives, experiences, and skill sets in our client’s workplaces. Our client is an equal-opportunity employer. In accordance with the Accessible Canada Act, 2019 and all applicable provincial accessibility standards, upon request, accommodation will be provided by both Egility and our client throughout the recruitment, selection, and/or assessment process to applicants with disabilities.
Due to the high volume, we will only contact applicants who meet all of the minimum requirements listed in the job description. Only applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. The Recruiting team at Egility will retain your application materials and may contact you regarding future opportunities.
