$130,000.00-$200,000.00; not specified; not specif...
Remote
Develop and maintain institutional client relationships
Disseminate marketing materials for canadian equity products
Advise clients on investment opportunities
Chartwell Investment Partners is seeking a VP/Director for Canadian Equity Specialty Sales to manage relationships with institutional clients, offering investment advice and strategies. This remote position requires strong sales acumen and extensive knowledge of the securities industry
Job Summary
Uses specialized knowledge and skills to maintain and develop business relationships with assigned accounts, managing all aspects including advising clients on investment opportunities and recommending buying and selling of securities.
Develops and maintains relationships with institutional clients and fellow internal professionals, disseminating timely marketing materials for Canadian equity products and responding to investor inquiries.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a VP/Director for Canadian Equity Specialty Sales to manage relationships with institutional clients, offering investment advice and strategies. This remote position requires strong sales acumen and extensive knowledge of the securities industry.
Salary
$130,000.00-$200,000.00; Not specified; Not specified
Skills & Requirements
Must-have
Develop and maintain institutional client relationships
Disseminate marketing materials for Canadian equity products
Advise clients on investment opportunities
Recommend buying and selling of securities
Generate new sales ideas and product promotion
Nice-to-have
High level of autonomy
Influences strategic direction
Develops tactical plans
Work independently as well as collaboratively
Key Requirements
Minimum of five (5) years of institutional equity sales experience
Bachelor’s Degree in Finance, Accounting, Economics or related field
FINRA Series 7 and 63 licenses (or International Equivalent) required
SIE required (if exemption/grandfathering not applicable)