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Publié il y a 68 mois

Regional VP Wealth Sales

@ Bay Street Staffing

Ontario

Temps plein
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En bref

Bay Street Staffing is hiring a full-time remote Regional VP Wealth Sales for a large global portfolio management firm with over $100 billion in assets under management. The role is outside sales focused on closing warm, pre-qualified high net worth leads, with no cold calling, and the firm covers home office and travel expenses. The base salary is $100,000, with average compensation of $300,000 to $350,000 and top producers above $500,000.

Responsabilités :

  • Close warm, pre-qualified high net worth leads
  • No cold calling or prospecting
  • Focus on sales, with service handled by a dedicated team
  • Travel to clients as needed

Résumé des exigences :

  • MBA or CFA Level 1 completed, or CIM (or completion within 3 months)
  • Licensed to sell and manage stock and bond portfolios
  • Experience in high net worth sales

Outils et compétences

Source et dates

Type de source non vérifié · zoho

Date publiée par l’employeur
2021-04-05
Première détection par notre source
2026-10-15
Mise à jour du dossier source
2026-10-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineVentes
Heures par semaine40 (estimé)
Déplacementsavion : modérés · route : modérés
Milieu de travailDomicile, Chez les clients
PositionAssis et debout
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCIM
FormationMaîtrise (préféré)
Domaines d’étudesBusiness administration
Avantages mentionnésAllocation de télétravail

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Bay Street Staffing

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Bay Street Staffing is Canada's leading boutique recruitment agency.

Description complète de l’entreprise

Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.

Abonnés LinkedIn
131 054
Personnes associées sur LinkedIn
38
Bureaux déclarés
  • 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
Autres noms enregistrés
  • Bay Street Staffing
Spécialités
  • Recruitment
  • Human resources
  • Talent Acquisition
  • Sales
  • Capital Markets
  • Agile
  • Fintech
  • Scrum
  • Team Management
  • Agile Methodologies
  • Marketing
  • Social Media Marketing
  • CIM
  • Finance
  • Securities
  • Investments
  • Linkedin
  • Business Development
  • and Employee Engagement
Le profil indique une agence de recrutement
Oui

Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…

ChampValeur
SecteurStaffing and Recruiting
Taille11-50 employees
Siège socialToronto, ON
Type d’organisationPrivately Held
Fondée en2010
SpécialitésRecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies
Offres sur Jobsy40
LinkedInVoir la page
Description

Regional VP Wealth Sales

Looking to focus 100% on HNW Wealth sales? Not interested in handling service requirements? Want to benefit from the support of corporate in; service, operations and marketing?

Firm: Large global portfolio management firm with over $100 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers global portfolio management solutions.

Role: In this remote based outside sales role, you will be focused on closing warm prequalified HNW leads of high net worth clients that have already expressed interest in investing with this firm. There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.

A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.

Work remote: The firm covers all home office expenses: computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.

Compensation: $100,000 base salary with average compensation 300-350k and top producers at 500k+. Comprehensive Benefits program.

Requirements: MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds)


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