Advantage Capital Strategies Group -- Director of Relationships Advantage Capital Strategies Group (ACS Group) is an investment management firm, founded in 2021 specializing in Sustainable Investing. We are driven by the mission to provide investors with strong financial returns and sustainability outcomes. Our goal is to be the Canadian leader in public market Sustainable Investing.
We are registered with the Ontario Securities Commission (OSC) as a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer. Our funds have a strong investment track record, and we are looking to take the next step in growing our business. We are hiring a Director of Relationships to lead the firm's sales growth efforts, with an initial focus on prospective foundation and exempt market clients.
Grow the firm's client base by building and maintaining relationships with prospective clients. This covers full-cycle relationship building, from initial outreach to client onboarding. The Director will also be tasked with top-grading sales, marketing systems, and protocols and will serve as an Exempt Market Dealer for the firm.
Where applicable and aligned with your skills, the Director can help provide financial planning to select clients. Expand market awareness of Advantage Capital Strategies Group: Working with consultants and the firm's leadership team, execute marketing efforts across a variety of channels. This includes travel to in-person events, efforts on earned media, LinkedIn content and co-leading the firm's quarterly mailout.
Help the portfolio team Identify opportunities for the firm to better meet client needs. You are deeply passionate about specific sustainability issues and value the opportunity to drive change in the business and investment community. This role demands a high level of autonomy in managing partner and deal pipelines, coordinating meetings, and keeping tasks on track.
The role may have you working one day with management on strategic initiatives, such as identifying optimal distribution channels and methods, to task-oriented work the next, such as email outreach. Your curiosity drives you to ask insightful questions, deepen your understanding of the market and identify ways to continuously improve. Progress towards or interest in pursuing a Certified Financial Planner designation, progress towards a CFA or CIM designation, completion of Canadian Securities Course, and/or experience in exempt market relationship development is helpful but not essential.
You'll be joining a dynamic and flexible work environment where you have the autonomy to shape your role. You'll have the latitude to take a leadership role and shape the direction of a growing firm. Health and dental benefits \~
