Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills?Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Group Capital team! This is a remote position. Job Description The Inside Sales, Skyline Capital position will utilize strong relationship management skills and experience to maintain the highest level of excellence in customer experience for investors while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities. What you will be doing: Coordinate the production of market insights and specialized research materials aimed at providing current and prospective Investment advisors and Portfolio managers with information on Skyline's offerings. Educate, train and motivate Investment advisors and financial professionals to foster partnerships and stronger relationships, to increase Skyline’s market share in the territory and develop high-quality leads for the Regional Vice-President. Support the Regional Vice-President in the preparation of client meetings, roadshows, events, and presentations. Collaborate with the Group Capital team to increase sales and market share by conducting proactive sales calls with new and existing Investment advisors and Portfolio managers. Develop and foster relationships with Advisors and Institutional firms with the goal of getting Advisory and/or portfolio investment suite offerings. Provide reliable and timely information to current and prospective investors and support prospective and existing investors. Provide client support to maintain excellent customer satisfaction. What The Role Is All About: Create and implement a business plan in collaboration with the Regional Vice-President for your assigned geographic territory. Identify and pursue new business opportunities through proactive sales calls to new and existing investment advisors by uncovering and developing opportunities using conceptual selling techniques. Advise and give value-add ideas about Skyline products & services to support advisors in an ever-changing business environment by initiating proactive sales calls to build a partnership with advisors in your territory. Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles. What Are The Qualifications: Post-secondary degree is required. Successful completion of a financial services industry program course is required: CSC or CFA Level I. A willingness to pursue new and creative ideas, motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written. Interest and curiosity in capital markets and how they relate to the fund industry. Completion of the CFA, CFP or CIM would be an asset but not required. What we look for: Passion for investment management, finance and economics. Professionalism – taking pride in the quality of service we provide to our customers. Personality – a great sense of humour and the ability to make a positive first impression that lasts. Drive – the ability to communicate confidently, pick up the phone, and present to an audience. Diligence – thoroughness in tracking sales activities and experience with CRM tools like Salesforce. Knowledge of exempt market investments and proven experience in providing financial advice, problem solving and independent planning. Experience – at least 3 years of related investment management experience. Why you want to work here: People-oriented, excellent customer service is second nature. Strong relationship building over phone and face-to-face. Eagerness to help build a business you believe in and drive your mark in a competitive industry. Thrill from working with a great team and collaborating with others. Opportunity to promote exempt market products and the positive impact they have. Alignment with a growing company that supports environmental stewardship and social responsibility. Support for work-life balance and employee fulfillment. Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products. We offer our employees competitive pay, benefits, paid volunteer day, on‑going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities. #J-18808-Ljbffr
Inside Sales, Skyline Capital
SKYLINE GROUP OF COMPANIES
calgary, calgary
Published 24 days ago
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