05 Jan
PenderFund Capital Management
Old Toronto
PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 70 people by seeking out and hiring the most qualified, talented, and experienced people.
We are seeking a Vice President, National Accounts to join our Retail team. Reporting to the Vice President, National Retail Sales,
in this role you will foster relationships with investment dealers and multi-manager asset managers to promote PenderFund’s investment strategies. The successful candidate will have a deep understanding of national accounts and be skilled at collaborating with stakeholders to enhance growth and awareness within the investment dealer channel and multi-manager asset managers. You are a motivated team player, are passionate about markets and are excited to make an impact on Pender’s overall growth. If this sounds like you, join us and you will have the opportunity to build an exciting, evolving and rewarding career.
Responsibilities will include:
- Build and maintain strong connections with investment dealers, multi-manager asset managers, head office gatekeepers, and analysts to achieve business goals.
- Incorporate recommended lists, models, liquid and O.M. alternative strategies on dealer platforms.
- Drive AUM growth across various business lines and facilitate the approval of OM related strategies.
- Organize conferences, national calls, roadshows and national account-sponsored events.
- Provide subject matter expertise to the retail team on investment platforms at different dealerships.
- Schedule and conduct quarterly meetings with head office gatekeepers and analysts.
- Partner with internal stakeholders and multi-channel distribution partners as subject matter expert.
- Provide subject matter expertise on Mutual Fund Recommended lists, UMA/SMA, Alternative strategies, Models, ETF’s.
- Work with retail and Institutional partners distribution teams to help cultivate new opportunities and support client relationships.
- Maintain and update account plans monthly as achieved.
- Strive to meet and exceed quarterly KPI’s.
Skills and Qualifications:
- Bachelor’s degree in finance or related field.
- CFA, CFP or MBA are considered a strong asset.
- Extensive knowledge of the investment industry,
including at least 10 years of relevant experience.
- Comprehensive understanding of Mutual Fund Recommended lists, multi-manager asset managers, UMA, Alternative Strategies (OM and Liquid), Models, ETF’s.
- Proven experience in Microsoft Office, Outlook, Morningstar Direct and Salesforce.
- Exceptional sales and client services with a proven track record.
- Excellent networking, presentation and relationship-building skills.
- Strong business, planning and organizational skills with the ability to manage multiple priorities.
- Self-motivated, proactive, and able to work independently whiles supporting team goals.
- Leadership skills to grow and develop the National Sales team in the future.
- Willingness to travel and work outside the normal hours.
What’s in it for you?
- Great compensation commensurate with experience (competitive base bonus and commissions with the opportunity for employee share ownership plus a benefits package).
- Opportunities for ongoing professional development and career advancement.
- Combination of work from office and home collaborating with a talented and growing team at PenderFund Capital Management.
Our commitment to equity, diversity and inclusion:
Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders.
We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.
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