Vice President of National Accounts
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About the Role
Greater Toronto, Canada Area (Hybrid)
The Company is seeking a Vice President of National Accounts to join their team. The successful candidate will be tasked with the pivotal role of expanding and deepening relationships with key Canadian wealth management platforms, independent dealers, and financial institutions. This senior position involves leading platform negotiations, product approvals, and long-term account strategies to drive growth and enhance the company's presence in the market. The role is highly strategic, with a focus on accelerating growth and increasing shelf presence across CIRO-regulated firms and private wealth networks. Applicants for the Vice President of National Accounts role at the company should have a minimum of 7 years' experience in national accounts, product due diligence, or investment distribution. A deep knowledge of Canadian investment distribution models and regulatory frameworks is essential, as is a strong network of relationships across independent wealth management firms and CIRO-regulated dealers. The role requires a candidate with a Bachelor's degree in finance, business, or economics, and additional qualifications such as CFA, CIM, or CFP are considered an asset. The ideal candidate will have a background in Tier 1 banks, asset managers, or well-regarded investment fund companies, and must possess strong presentation and stakeholder management skills. The position is based in Toronto and offers a hybrid work environment.
Functions:
- Sales/Revenue
About the Company
Leading Canadian alternative asset manager with diversified funds across North America
Industry
Investment Management
Type
Privately Held
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