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Financial Services / Asset Management – Vp, Client Service and Portfolio Manager

Stonewood Group Inc.

This is a Contract position in Montreal, QC posted March 12, 2023.

We’re looking for a candidate to fill this position in an exciting company.

Scans the market for potential business opportunities and introduces the firm’s capabilities to potential prospects.

Works with the marketing committee/partners in developing and implementing effective strategies to achieve business growth targets and client diversification plans (ie.

cultural, generational, gender) Analyzes market trends and client needs to identify new business development opportunities.

Keeps in regular contact with past and existing clients to explore new opportunities.

Gathers and uses market intelligence to maintain an understanding of the market and of the firm’s competition to inform benchmarking, contingency planning and competitive strategies.

Develops and oversees the maintenance of a database of high quality information on the firm’s clients and competitors that’s used as a reference for creating business development opportunities.

Analyzes and evaluates the progress towards revenue goals and make recommendations for required adjustments.

Provides ongoing detailed and accurate sales forecasting and tracking.

Works closely with the marketing committee in establishing a marketing/branding program.

Ensures profitability and brand positioning is maintained.

Develops and/or works collaboratively with the Marketing Manager in the design of presentations to new and existing clients promoting the strengths and capabilities of the firm at client meetings and events.

Undergraduate business degree ideally combined with an MBA and designations such as CFA, CIM, etc.

A minimum of 10 years of asset management, wealth management banking or investment industry experience.

Thorough knowledge of the asset/wealth management industry and related regulatory and compliance requirements Understanding of investment concepts, analytics and investment administration Client centric focus; Builds trust, credibility and respect with all clients and prospects especially those with minimal investing acumen or knowledge.

Ability to develop and manage pipeline of opportunities and convert prospects into clients Ability to qualify leads and focus on opportunities that have the most strategic and financial long-term impact Ability to make compelling presentations to a variety of audiences, centers of influence, using visual aids, social media, and other media.

Ability to be flexible, multi-task and prioritize effectively in a fast paced environment.

Ability to handle a variety of constituencies, juggle multiple tasks simultaneously and thrive in a complex environment with multiple priorities Exceptional interpersonal skills—ability to interact successfully with colleagues and clients using a positive, collaborative approach Excellent written, and verbal communications skills Persuasive, credible, and is a polished communicator with excellent influencing and networking skills Operates comfortably under pressure, stays focused on accomplishing results during periods of high stress Shares the company’s core values A compensation package commensurate with experience will available.