Publié il y a 59 mois
Regional VP Wealth Sales
@ Bay Street Staffing
Calgary, Alberta
En bref
Bay Street Staffing is hiring a Regional VP Wealth Sales for a large global portfolio management firm with over 100 billion in assets under management. The role is a home-based outside sales position closing leads of high net worth clients with at least 500k to invest, with no cold calling. Pay is a 100,000 base salary plus uncapped commission, with a comprehensive benefits program and expenses covered.
Responsabilités :
- Close leads of high net worth clients with 500k or more to invest
- Move client investment portfolios to the firm
- Work with the portfolio management and service team on transitions
- Travel as needed for client meetings
Résumé des exigences :
- MBA or CFA Level 1, or CIM completed or within 3 months
- Licensed to sell and manage stock and bond portfolios for 2 of the past 3 years
- Outside sales experience with high net worth clients
Outils et compétences
Source et dates
Type de source non vérifié · zoho
- Date publiée par l’employeur
- 2022-01-11
- 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
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | route : modérés |
| Milieu de travail | Domicile, Chez les clients |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur élevé |
| Permis et certifications | CIM, CFA Level 1, Securities license |
| Formation | Maîtrise (préféré) |
| Domaines d’études | Business Administration |
| Avantages mentionnés | Allocation 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
- 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…
| Champ | Valeur |
|---|---|
| Secteur | Staffing and Recruiting |
| Taille | 11-50 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Privately Held |
| Fondée en | 2010 |
| Spécialités | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Offres sur Jobsy | 40 |
| Voir la page |
Regional VP Wealth Sales
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 home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over 500k or more to invest. 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.
Home Office: 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 to start + uncapped commission, with average total 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) for at least 2 out of the past 3 years.
Journal
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