About
the job
Firm: Large
global portfolio management firm with over 300 billion in assets under
management. Each client would have a separately managed portfolio based on
their risk tolerance, asset allocation and securities preferences. A fee-based
platform that offers global portfolio management solutions.
Role: In
this home-based outside sales role, you will be focused on closing leads of
high net worth clients that have already expressed interest in investing with
this firm and who have over 500k or more to invest. There is absolutely no cold
calling/prospecting in this role and the firm prefers that you just focus on
closing the client leads that the firm provides.
Dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets its services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home
Office: The firm covers all home office
expenses: computer, phone, scanner, printer, etc. The firm also covers all
travel expenses and gives you an expense account.
Compensation:$100,000
base salary to start + uncapped commission, with average total compensation
300-350k and top producers at 500k+. Comprehensive Benefits program
Requirements:
MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds) for at least 2 out of the past 3 years.
Must have an IIROC license
