VP, RIA Sales, US Institutional Sales

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role:

This position drives sales for AGF’s  investment business in the United States, with a focus on distributing SMA/UMA models and Liquid Alts ETFs within the RIA distribution channel. Prioritized investment strategies include Sustainable Investments, Liquid Alts, U.S. equities and Global/Emerging Markets equity strategies, and in due course, Private Markets strategies.  This role will be instrumental in determining efforts around supporting expansion of sales in the US ETF business, including marketing and appropriate distribution-related initiatives.

This position will ideally operate out of our Boston office in a hybrid setting but we are open to other U.S. locations as well.

Your Responsibilities:

• Promote AGF’s investment strategies to financial intermediary home-office / manager research and due diligence teams across designated territories in the United States. Clients may invest in AGF strategies via segregated accounts (sub-advisory), separate account / SMA models or via ETFs. 
• Meet sales and revenue targets building a strong pipeline of new business opportunities.
• Maximize the penetration and sales of AGF investment strategies via existing intermediary and platform clients, ensuring high awareness and strong positioning of AGF investment strategies by Registered Investment Advisors’ (RIAs) using those platforms.
• Expertly represent AGF’s investment strategies in prospect meetings, research meetings, finals and field presentations
• Guide new business wins through AGF’s client onboarding processes.
• Collaborate with institutional team members in North America and globally, leveraging global investment consultant relationships as required, to advance new business opportunities.
• Actively seek out networking opportunities and represent AGF Investments at key industry and client events.
• Work closely with RFP/Client Service team to actively oversee RFP’s, data requests, and new business proposals in the designated territory.
• Work closely with AGF’s Marketing & Innovation team and Portfolio Specialists to develop effective marketing support for intermediary/RIA channel business development.
• Coordinate objectives and agendas for meetings involving AGF’s investment professionals.
• Utilize AGF’s CRM system (Salesforce) to plan and record activities and identify/manage prospects.

Your Qualifications:

• Good knowledge of the investment industry combined with10 years investment experience.  Minimum five years of marketing investment strategies / products to the RIA channel in the United States.
• Experience distributing both public and private market strategies.
• Experience in RIA, or other intermediary sales channels in the United States.
• A demonstrated and quantifiable track record of success in selling and building relationships within the RIA sales channel in the United States
• Knowledge of the SMA/UMA marketplace and key custodial / TAMP platforms is desirable.
• High level of investment knowledge, market acumen and credibility within the RIA community.
• Deep existing client relationships with RIA’s/intermediary clients in the United States
• Strong research and analysis skills as well as understanding of intermediary market and technical buyers/influencers.
• Strong and proven communication and presentation skills.
• Excellent interpersonal and organization skills.
• Ability to develop and execute sales-driven business plan.
• Undergraduate degree required; Masters/MBA degree or CFA designation or equivalents preferred.
• Series 7 and 63 licenses required
• Knowledge of Salesforce, eVestment, Morningstar Direct is desirable

No unsolicited agency referrals please.  
 

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.  

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