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Sponsorizzato da BlinkistAbout AGF:
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.
About the Role:
This position helps drives sales for AGF’s intermediary business in the United States, with a focus on distributing SMA/UMA models and U.S ETFs within advisory sales channels. Prioritized investment strategies include Liquid Alts, U.S. equity and Global/Emerging Markets equity strategies, Sustainable Investments and in due course, Private Markets strategies.
This position will ideally operate out of our Boston office in a hybrid setting but we are open to other U.S. locations as well.
Your Responsibilities:
- Promote AGF’s investment strategies to financial advisors/wealth managers across designated relationships and territories in the United States. Clients may invest in AGF strategies via separate account / SMA models, ETFs or segregated accounts.
- Meet sales and revenue targets building a strong pipeline of new business opportunities.
- Actively contribute to increasing sales of AGF investment strategies via existing intermediary /d platform clients, ensuring high awareness and strong positioning of AGF investment strategies by Registered Investment Advisors’ (RIAs) using those platforms.
- Conduct proactive outbound sales calls and meetings with new and existing clients.
- Proactively provide support to advisers/wealth managers on the market, AGF’s investment performance and strategies, portfolio manager philosophies/style/process as well as portfolio profiles, products, company updates and industry trends.
- Effectively represent and position AGF’s investment strategies with Advisors in calls, adviser meetings, client seminars, field presentations, roadshows etc.
- Work with the VP, Institutional Sales and Senior Manager, Institutional Business Management to step new business wins through the client onboarding processes.
- Collaborate with institutional team members in North America and globally to advance new business opportunities.
- Partner with the team to actively seek out networking opportunities and represent AGF Investments at key industry and client events.
- Stay current with key competitors and effectively communicate advantages and opportunities when presented with competitive situations.
- Coordinate objectives and agendas for meetings involving AGF’s investment professionals.
- Utilize AGF’s CRM system to plan and record activities and identify/manage prospects.
Your Qualifications:
- Good knowledge of the investment industry combined with 2-5 years of investment experience. Minimum 2 years of marketing investment strategies / products to the intermediary marketplace in the United States.
- Experience of distributing public and liquid alternatives strategies.
- Experience in RIA, Family Office, Broker/Dealer sales channels in the United States.
- A demonstrated and quantifiable record of success in contributing to selling and building relationships within the intermediary marketplace in the United States.
- Some knowledge of the SMA/UMA marketplace and key custodial / TAMP platforms is desirable.
- Strong and proven spoken communication and presentation skills.
- Engaging personality and excellent interpersonal and organization skills.
- Self-motivated with the ability to operate well in a team environment and be a strong team player.
- An understanding of how to develop and execute sales- plans.
- Undergraduate degree required; Masters/MBA degree; with or studying towards CFA, CAIA or equivalent designations preferred.
- Series 7 and 63 licenses required.
- Knowledge of Salesforce and databases such as Dakota, Discovery Data, Morningstar Direct and eVestment is desirable.
No unsolicited agency referrals please.
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
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