Role Summary About the company
- Leverage existing contacts to identify and develop new client and investor relationships with a strong focus on sourcing qualified prospects that lead to investments
- Develop a plan and execute to target retail investors, specifically Permitted investors
- Have a book of Permitted Clients to leverage and grow
- Ability to tap into a good and credible institutional network to leverage and grow
- Have relationships with developers and the building communities
- Generate leads through various channels, including high net worth individuals (75%), exempt market dealers, financial advisors, fund managers, and family offices, ensuring connections with the right prospects who are positioned to close.
- Meet frequently with investors applying advanced sales strategies to negotiate and secure investment, ensuring a high conversion rate from lead generation to finalized investment
- Develop client acquisition strategies, maintain a prospect sales pipeline, and manage a book of business to drive sustainable investment and growth.
- Represent the firm at industry events, leveraging market presence to gather key intelligence and promote the company's value proposition.
- Prepare sales calls, presentations, and pitches for various potential investors, applying sales strategies to increase the investor base.
- Attend and research sales events to assist in capital inflow, onboarding investors, and meeting sales targets approved by senior management. • Requires advanced level of quantitative and analytical skills to develop investment packages for financial advisors, high net worth individuals and investment manager.
- Onboarding investors into the Fund and ensuring all compliance requirements are satisfied and meets dealing representative requirements.
- Review of investor onboarding documents i.e, KYC and subscription agreement prepared by the team member, which meets compliance requirements.
- Meeting sales target requirements approved by the senior management.
- Developing and maintaining relationship with the financial Advisors, completion of due diligence requirement and onboarding the Fund on various dealer platforms.
- Liaison with the Senior VP of Communications/Marketing to develop marketing strategies.
- Liaison with the Chief Financial Officer to ensure the reporting requirements of the Funds are satisfied.
- Presenting Sales Pipeline to the management on a periodic basis.
- Various projects as instructed by the President of the Company
Education \& Experience
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10+ years of experience in raising investment funds, business development, sales,
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Experience in Commercial Real Estate mortgages \& funds
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Experience managing outside and inside sales
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Bachelor's degree in business, marketing, or related field
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MBA or CFA, is an asset
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Mortgage Broker, is an asset
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Deal Representative (Exempt Market Dealer), preferred
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Experience with raising funds from abroad (i.e., NY city, Hong Kong, Abu Dabi), an asset
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Proficient with MS Office
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Experience with Pipedrive (or similar software)
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Team player
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Self motivated
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Openness ownership in the business (after 2-3 years of above average performance at the company)
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Positive attitude; Glass half full person
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Enjoys cold calling
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Self - Confident and humble
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Integrity
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Practical and Pragmatic
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Enjoys building relationships for the long term (not just transactional relationship)
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Can Do attitude and taking action
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Ready to work in a small company
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Ready to commit Long Term to a job
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Proven track record of developing and executing successful business strategies
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Excellent communication (written and Verbal) and presentation skills
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Excellent negotiation skills
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Strong analytical and problem-solving skills
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Able to work independently and collaborate with cross-functional teams
Collins Recruitment Group
