Intermediary Sales Lead - Retail Funds - North America, Toronto
Intermediary Sales Lead - Retail Funds - North America, Toronto
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Toronto C6A, Canada
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Last edited: less than a week ago
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Description
A global financial technology firm is seeking an experienced sales professional to support the distribution and growth of investment products across North America.
The Role You will manage and expand relationships with institutional and retail distribution partners, support product adoption, and drive asset growth. The role includes coordinating with internal teams, overseeing a small outsourced sales support team, and contributing to local marketing and product strategy initiatives.
Key Responsibilities
Manage and grow relationships with major distributors and financial partners
Identify and onboard new distribution opportunities
Support clients throughout the full sales and onboarding lifecycle
Oversee outsourced sales support resources and improve sales effectiveness
Lead local retail marketing initiatives and industry engagement
Monitor market trends, competitors, and product positioning
Maintain accurate client records and collaborate with global teams
Requirements
5+ years’ experience in ETFs or related investment products
Strong understanding of financial markets and distribution channels
Excellent communication, presentation, and relationship-building skills
High level of autonomy, organisation, and attention to detail
Willingness to travel domestically and occasionally internationally
Fluent in English; additional languages an asset
#J-18808-Ljbffr
The Role You will manage and expand relationships with institutional and retail distribution partners, support product adoption, and drive asset growth. The role includes coordinating with internal teams, overseeing a small outsourced sales support team, and contributing to local marketing and product strategy initiatives.
Key Responsibilities
Manage and grow relationships with major distributors and financial partners
Identify and onboard new distribution opportunities
Support clients throughout the full sales and onboarding lifecycle
Oversee outsourced sales support resources and improve sales effectiveness
Lead local retail marketing initiatives and industry engagement
Monitor market trends, competitors, and product positioning
Maintain accurate client records and collaborate with global teams
Requirements
5+ years’ experience in ETFs or related investment products
Strong understanding of financial markets and distribution channels
Excellent communication, presentation, and relationship-building skills
High level of autonomy, organisation, and attention to detail
Willingness to travel domestically and occasionally internationally
Fluent in English; additional languages an asset
#J-18808-Ljbffr
Highlights
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Company nameVenture Search
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Job positionIntermediary Sales Lead - Retail Funds - North America
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