Associate Inside Sales Toronto

Great Place to WorkBest Workplaces with Most Trusted Executive Teams 2024 Best Workplaces in Financial Services & InsuranceBest Workplaces for Mental WellnessBest Workplaces for Giving BackBest Workplaces for Inclusion 2024 Best Workplaces in Ontario 2024

One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management being alternative isnt just what we doits who we are.

Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100 employeeowned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 160 bold thinkersonethird dedicated solely to investment managementwe are specialists not generalists. Managing $13 billion for institutional and retail clients we navigate markets with conviction resilience and a forwardthinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors money like our own.
• Redefine the way investors invest.
• Be humanalways approachable.
• Succeed together one investment at a time.

These arent just wordsthey define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracyfree environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At Picton Mahoney youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performancebased bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity

Picton Mahoney Asset Management is presently seeking an ambitious energetic and relentlessly curious Associate Inside Sales with a passion for providing investment solutions. The Associate will be a core contributor to the overall growth of PMAMs business and will partner closely with an assigned Vice President Retail Sales (External Wholesaler to contribute to the firms sales growth.

The successful candidate will be fueled by big challenges committed to innovative sales strategies and enjoy the thrill of winning new business. The opportunity requires the successful candidate to work in a hybrid model.

Youll have the opportunity to learn and lead:

Business Development & Sales Growth:

• Proactively identify and cultivate new advisor relationships to expand Picton Mahoneys retail distribution
• Leverage a consultative sales approach to position Picton Mahoneys investment strategies effectively and close new business
• Develop and execute strategic business plans in partnership with the Vice President Retail Sales (External Wholesaler) to drive growth within assigned territories

Client Engagement & Relationship Management:

• Provide ongoing sales support to existing advisor relationships ensuring proactive engagement and responsiveness to inquiries
• Assist External Wholesalers in identifying key sales opportunities and implementing strategies to deepen client relationships
• Maintain a superior understanding of alternative investment solutions including hedge funds and liquid alternatives to effectively educate and support advisors

Sales & Performance Optimization:

• Meet and exceed activity targets related to prospect meetings client followups and outreach via phone and email to advance sales opportunities
• Accurately track all sales engagements interactions and pipeline activity in CRM ensuring detailed recordkeeping and data integrity
• Participate in regular team meetings and business planning sessions contributing insights and strategies to enhance overall sales effectiveness
  
  

What were looking for

• Undergraduate degree in business finance or a related field
• Canadian Securities Course (CSC) certification completed or in progress; additional designations (CIM CFA) are considered an asset
• 2 years of sales experience in financial services investments or a related industry
• Exceptional verbal and written communication skills; bilingualism in French is an asset
• Selfmotivated and innovative approach to driving sales with a strong ability to build and maintain client relationships
• Proven ability to organize prioritize and execute both individual and team sales plans
• Proficiency in Microsoft Office and extensive experience working with CRM systems (Salesforce preferred)
• Willingness to travel as required

Our Commitment to Employees

At Picton Mahoney Asset Management we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts VersaFi memberships (formerly Women in Capital Markets) Picton Wealth investment counseling and portfolio management services volunteer and charitable donation matching maternity and parental leave topup recognition awards semiannual performance bonuses a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.

These offerings are designed to support your career growth wellbeing and overall success. Join us and thrive in an environment that values and invests in you!

Picton Mahoney Asset Management is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national origin. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources ator at .

Picton Mahoney Asset Management does not accept unsolicited resumes emails calls or any other form of communication from thirdparty recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Job Posting Closing Date: Thursday March 6th at 5:00 PM EST

Please note that while we carefully review each application only those candidates selected for further consideration will be contacted. We wish you all the best in your job search and future endeavors.