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New Job Client Relations Manager In Saskatchewan

Client Relations Manager
Client Relations Manager

Client Relations Manager

Company : Westcap Mgt. Ltd.
Salary : Details not provided
Location : Saskatchewan

Full Description

Client Relations Manager

Join our Communications team as a full-time Client Relations Manager and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in Saskatchewan. With nearly three decades of experience having completed over $1 billion in transactions, Westcap is a leading private equity and venture capital Fund Manager.

What can you expect in this role?

The Client Relations Manager is a positive, dynamic, and self-motivated individual who has strong relationship building skills, and is results-driven with the ability to actively source and pursue opportunities with the financial community. The Client Relations Manager role is based in Saskatoon and will work to build and broaden the depth and breadth of Golden Opportunities Fund to successfully achieve market share growth with a focus on Saskatchewan.

Relationship Management

  • Establish and cultivate relationships with existing and new financial advisors, and provide support, product knowledge and business building tactics
  • Build relationships with other distribution partners and channels who can aid growth
  • Maintain effective CRM database

Business Strategies and Implementation

  • Help to create, implement, and execute on a plan and related goals, as well as other communication campaigns, to achieve results, increase market share and retention of targets
  • Identify new opportunities, through existing and/or new relationships, initiatives and strategies
  • Articulate the Fund’s features and investment portfolio, and effectively deliver messaging, product positioning and presentations to financial advisors and distribution channel partners

Teamwork

  • Collaborate with a Team of dynamic colleagues who are experts in their fields
  • Provide market intelligence to the Team
  • Cultivate a positive team environment

Here’s what we’re looking for:

  • Strong relationship building skills
  • Sales and business development experience with the ability to prospect
  • Execution of measurable sales processes
  • Networking and communication skills with the ability to effectively interact with financial advisors and other partners in the industry
  • Ability to help in the development of business plans and targeted programs to deliver, as well as innovative sales strategies and analysis of sales information
  • Strong presentation skills and delivery with different audiences both in-person and virtually (including use of technology)
  • Effective time management and execution skills
  • Business education, such as a B.Comm. or Certified Financial Planner (CFP), or other related expertise and education
  • An understanding and knowledge of the wealth management industry landscape is an asset
  • Frequent travel is required as well as flexibility in scheduling

The perks!

This is your opportunity to work in a professional, team-focused environment. Westcap offers a competitive compensation package, fully-funded health benefits, a matching RRSP plan, a cell phone plan, as well as complimentary access to a fully equipped gym and fitness classes. Come grow with us and join our culture of employee empowerment!

Ready to apply?

If this career opportunity sounds like it’s a fit for you, submit your application! All applications will be held in confidence and reviewed when received, and qualified candidates will be contacted for an interview. This position is available immediately and is subject to close without notice, upon selecting the successful candidate.

Job Type: Full-time

Benefits:

  • Company events
  • Dental care
  • Disability insurance
  • Discounted or free food
  • Extended health care
  • Life insurance
  • On-site gym
  • RRSP match
  • Vision care

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Saskatoon, SK: reliably commute or plan to relocate before starting work (required)

Language:

  • English (required)

Willingness to travel:

  • 50% (required)

Application deadline: 2022-09-02