Hunter Mercantile Hamilton, Ontario

Position: Mutual Fund Inside Wholesaler

Posted by David
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The Client:  A large Canadian Mutual Fund company with a focus on high-end brokers requires an Inside Wholesaler to join their growing team.
 
The Role:  As the Inside Wholesaler you will be responsible for:
  • Maintaining and nurturing relationships with an existing group of brokers
  • Focusing on the developing new business relationships with high-end brokers within the IDA community
  • The development and execution of sales and marketing strategies as it pertains to targeting high-end/sophisticated brokers
  • Acting as a key liaison for broker inquiries and attending various industry functions as required
  • Achieving sales targets
  • Contributing to the overall effectiveness of the team
 
 
The Qualifications: As the ideal candidate you possess:
  • A Minimum 3 years wholesaling experience in a retail IDA distribution channel
  • A demonstrable track record of success in inside mutual fund sales
  • A sound understanding of  hedge fund products and other sophisticated investments a definite asset
  • An ability to focus on and relate to high-end brokers
  • An excellent ability to build long term relationships with clients
  • A proven track record of success in achieving sales targets
  • Are a adept at managing lengthy sales cycles 
 
Remuneration: Commensurate with experience and qualifications our client is offering a very competitive salary of $60-$70k + bonus and benefits.

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