Relationship Manager-Canada
DoubleLine
Relationship Manager-Canada
East Coast - Los Angeles, CA
Overview
Level: Experienced Position Type: Full Time Education Level: 4 Year Degree
Description
The Relationship Manager-Canada is responsible for new business development in Canada. He/she will be responsible for marketing a suite of fixed income, equity and global asset allocation funds.
Job Functions
- Develops annual business plan and devises the necessary activity strategies, tactics and resources in order to achieve stated goals and objectives.
- Grows assets under management (AUM).
- Develops, builds and maintains relationships with key financial advisors and institutions in Canada.
- Tracks all meetings and sales events through CRM system (Salesforce.com).
- Presents a pre-approved sales presentation in a highly professional manner, which can be adapted to a variety of audiences.
- Interacts with Firm staff to coordinate client service efforts.
- Keeps abreast of the current economy, global markets, fund performance and future outlook.
- Attends weekly sales meeting via phone and quarterly (or semi-annual) performance reviews.
Qualifications
- Bachelor's degree, preferably in marketing or a finance-related major.
- Minimum of 10 years in the investment management industry and 12-15 years as an external wholesaler.
- Previous sales experience in the financial services industry is strongly preferred
- Existing relationships within territory is a strong plus.
- Deep understanding of the various investment strategy offerings available within the DoubleLine suite of products and how they compare to our competition.
- Knowledge of the investment management industry and key portfolio management concepts.
- Strong time management and organizational skills.
- Ability to thrive in an independent, challenging and collaborative environment.
- Able to rely on experience to make good decisions and to enhance problem-solving skills.
- Strong communication skills, including the ability to deliver persuasive, concise and well-organized presentations and messages.
- Excellent listening and probing skills.
DoubleLine Group LP is an Equal Opportunity Employer.
DoubleLineVacancy posted 7 hours ago
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