Senior Associate, Platform Sales

About AGF Management Limited:

Founded in 1957 AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach focused on incorporating sound responsible and sustainable corporate practices. The firms collective investment expertise driven by its fundamental quantitative and alternative investing capabilities extends globally to a wide range of clients from financial advisors and their clients to high-net worth and institutional investors including pension plans corporate plans sovereign wealth funds endowments and foundations.

Headquartered in Toronto Canada AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About the Role:

AGF is seeking a Platform Sales professional to support the growth of its U.S. wealth business by driving adoption of investment strategies across priority wealth platforms.

This is an external executionfocused sales role responsible for engaging financial advisors supporting platform initiatives and contributing to distribution through managed accounts (SMAs/UMAs) model portfolios and intermediary strategies.

The role is designed for individuals looking to build a career in wealth distribution with a focus on platformcentric sales advisor engagement and adoption outcomes.

Reporting to the Vice President Wealth Strategy & Distribution U.S. this role is an integral part of the Platform Sales function and works in close partnership with senior sales leadership and platform execution resources.

This position will be based in Boston in a hybrid setting.

Your Responsibilities:

Platform & Advisor Engagement

• Engage financial advisors and platform stakeholders to build awareness and usage of AGFs investment strategies.

• Support outreach and relationshipbuilding within priority wealth platforms.

• Participate in advisor meetings platform calls events and followup activities.

Sales Execution & Pipeline Development

• Conduct proactive outreach (calls meetings followups) to develop advisor engagement.

• Support the buildout of an advisor pipeline within assigned platforms.

• Contribute to advancement of sales opportunities tied to platform priorities.

Platform Adoption Support

• Support the progression of strategies through platform adoption stages:
  Available Recommended Model Adoption

• Assist with platform initiatives including:

  • due diligence processes

  • RFPs and questionnaires

  • model portfolio evaluations

• Help execute initiatives tied to SMA/UMA models intermediary and platform programs.

Client & Product Positioning

• Support discussions with advisors on:

  • market conditions

  • AGF investment strategies and performance

  • portfolio construction and use cases

• Assist in preparing materials and coordinating meetings involving AGF investment professionals.

Collaboration & Market Awareness

• Work closely with internal stakeholders across sales marketing product and investment teams.

• Maintain awareness of competitor strategies platform trends and advisor needs.

• Represent AGF at client meetings industry events and conferences.

Execution Discipline & CRM

• Maintain accurate records of activity pipeline and opportunities in Salesforce.

• Track engagement and support reporting on platform and advisor activity.

• Contribute to a disciplined execution model aligned with platform priorities.

What You Bring:

• 37 years of experience in asset management wealth management or investment distribution.

• Experience in direct sales or client-facing business development preferably within asset management wealth management or financial advisory channels.

• Familiarity with managed accounts (SMA/UMA) model portfolios or intermediary strategies is preferred.

• Strong communication and client engagement skills.

• Ability to operate in a fastpaced teamoriented environment.

• High level of organization and followthrough.

• Series 7 and 63 licenses are required.

Compensation:

The anticipated compensation range for this role is $110000 - $150000 USD annually which represents base salary and where applicable variable compensation components (e.g. annual bonus commissions etc.). Actual compensation will be determined based on many factors such as role location candidate experience / qualifications market conditions and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees which may include a combination of base salary variable compensation benefits and retirement savings plans.

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No unsolicited agency referrals please.

AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds including women Indigenous peoples racialized persons persons with disabilities and members of the 2SLGBTQIA community.

We do not discriminate on the basis of race national or ethnic origin colour religion age sex sexual orientation gender identity or expression marital status family status disability or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process please contact us at so that appropriate arrangements can be made.