SENIOR VICE PRESIDENT, INSTITUTIONAL INVESTMENT SERVICES
Posted: July 19, 2023
Hillsdale Investment Management Inc. is expanding with an exciting opportunity to join our Institutional Investment Services Team (IIS) as a Senior Vice President, Institutional Investment Services. The successful candidate will be a vital part of Hillsdale’s continued and profitable growth plans.
The mission of the IIS team is to lead Hillsdale’s continued expansion within the Institutional market through a combination of client service excellence and focused business development. You will collaborate closely with your Institutional colleagues, the Portfolio Management, Investment Research, and Data Engineering Team, and other internal teams to enable this mission.
You will be responsible for building and managing meaningful institutional client relationships, providing exceptional client service, and branding Hillsdale’s investment strategies and services.
Specific Responsibilities
Reporting to and working closely with the Executive Vice-President IIS, your responsibilities will be to:
- Cultivate and nurture close relationships with key institutional investors.
- Collaborate with clients from a consultative perspective to position the ideal Hillsdale solution.
- Expertly articulate the value proposition and advantages of the firm’s customized investment strategies.
- Prepare persuasive presentations and written thought leadership that showcase Hillsdale’s investment capabilities.
- Deliver exceptional client service across all touchpoints surpassing client expectations.
- Play an essential role in contributing to sales collateral and in developing and implementing national sales campaigns executed by the sales team.
- Contribute effectively to the coverage of Hillsdale’s Tier 1 consultants across Canada.
- Develop and implement a strategic distribution plan for the US institutional market.
WHAT WILL YOU BRING?
This career opportunity requires proven sales and service capabilities to institutional investors and consultants, excellent communication skills, a strong knowledge of the institutional market in Canada and the US, comfort with frequent travel, and a knack for getting things done. You thrive in a high-performance, knowledge-driven environment, that appreciates shared goals, open communication, clear expectations, and a strong sense of accountability. Your qualifications include:
- A minimum of ten years’ experience in business development and client servicing in the institutional investment industry.
- Minimum bachelor’s degree in Commerce, Finance, or Math with a CFA Charter. An advanced degree is a plus.
- Strong analytical skills and the capability to provide clients with valuable insights.
- Exceptional communication and presentation skills, with the capacity to convey complex quantitative concepts clearly and concisely.
- Strategic mindset with the talent to develop and execute business development plans, identify market opportunities, and drive growth.
- Excellent negotiation, influencing, and relationship-building capabilities.
- Demonstrated success in building and retaining relationships with institutional clients, including a track record of expanding business with clients and prospects.
- An aptitude for dealing with people positively and enthusiastically.
- The desire to be a part of a diverse team that values collegiality and respect.
- An entrepreneurial results-driven mindset focused on achieving high levels of individual, team, and firm performance in a fast-paced environment.
- Proficiency with Microsoft Office as well as CRMs, mainly Sugar.
- Bilingualism (English/French) is an asset.
WHAT’S IN IT FOR YOU?
- Competitive base salary, generous commissions, and long-lived trailers leading to equity participation and increased leadership responsibilities in a well-established, well-respected Canadian investment management firm.
- Professional Development, ongoing mentorship, growth opportunities, and defined career pathing.
- Employee appreciation services include a kitchen stocked with food, catered lunches, gym membership, ergonomic home office setup, monthly employee appreciation events, and annual retreats.
- Charitable giving program and support for your volunteer interests.
- Health Care Spending Account.
- Flexible work environment and commuting reimbursement when you do work in the office.
- Centrally located office at King and Bay with remarkable views of Toronto and Lake Ontario.
ABOUT HILLSDALE
Hillsdale Investment Management Inc. (Hillsdale) is an independent, employee-controlled, and client-aligned investment boutique managing investments on behalf of a select group of sophisticated institutional and private wealth investors. We are renowned for designing systematic, bespoke investment strategies across diverse objectives, including over 15 investment strategies focusing on high alpha, ESG, customized, and smart beta. We are committed to producing the highest quality equity investment strategies and delivering client service excellence. Hillsdale is recognized for investment and service excellence – a reflection of our relentless pursuit of research and development and the dedication of our employees who invest alongside our clients.
Hillsdale is recognized as a Great Place to Work for our industry and across Canada.
Hillsdale is an equal opportunity employer and, as such does not discriminate based on race, colour, religion, sex, national origins, age, sexual orientation, disability, or any other characteristic protected by applicable laws. We encourage applications from people of all abilities and will provide reasonable accommodations upon request. Still trying to determine if you qualify? Apply anyway! Our workforce comes from diverse backgrounds and industries. Please forward a cover letter, resume, and a portfolio or sample work to careers@hillsdaleinv.com. We thank all interested applicants; however, only those selected for an interview will be contacted.