Vice President, National Accounts
Picton Mahoney Asset Management
Toronto, ON
Our Company

Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $7 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients.

Why Work at Picton Mahoney?

We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm. We believe in integrity and always “doing the right thing” for our clients, colleagues and the firm. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

The Opportunity

PMAM is currently searching for a high-energy, motivated and results-oriented individual to join the firm’s Sales team as the Vice President of National Accounts. Reporting to the Managing Director of Sales, the Vice President of National Accounts is responsible for establishing and maintaining business relationships with key decision makers at IIROC and MFDA firms. As a member of the Sales team, the Vice President of National Accounts will work closely with senior Retail & Institutional team members to act as a key contributor to the firm’s overall sales growth. The successful candidate will facilitate coordinated awareness and growth of PMAM products across intermediary channels in Canada and ensure brand representation at key broker/dealer/family office conferences.

Responsibilities of the Role

Leverage, develop and maintain strategic relationships with business gatekeepers, program managers, investment committees, due diligence professionals, investment platform research analysts, and other key head office personnel
Develop and execute national business strategies to increase hedge/alternative solutions on managed platforms and build brand awareness leading to increased assets and market share
Understand the philosophy and dynamics of client and prospect organizations (investment philosophy, client base, key goals and challenges) to match overall needs with PMAM products and services
Partner closely with Portfolio Management team, Product & Marketing team as well as the Sales team to identify opportunities for PMAM products, brand & management expertise across targeted channels of distribution
Continually work to improve PMAM product placement and visibility across discretionary and fee-based platforms/products and MFDA platforms
Increase volume of due diligence meetings, conferences, along with representation of PMAM at industry events both as a facilitator or speaker as needed
Effectively manage dealer due diligence requirements for PMAM firm and products, including ownership and completion of questionnaires in partnership with available resources & compliance
Communicate knowledge gained from client and prospect firms with PMAM Wholesalers, resulting in improved sales execution as well as collaborate on National Account initiatives to ensure they are fulfilled at the advisor level
The Qualifications and Experiences Required

Successful achievement of a Bachelor’s degree from a recognized post-secondary institution
CFA designation is strongly preferred
Minimum 3+ years of direct National Accounts sales, strategy, or consulting experience within Canadian Investment Industry
Has established key account relationships with sales, business, product and research head office personnel within the IIROC channel
In-depth knowledge of investment trends and advisor practices; financial markets and competitive alternative funds landscape; knowledge of discretionary and fee-based platforms/programs and manager search and selection processes within the IIROC channel
Must be a strong team player
Outstanding interpersonal and communication skills (written and verbal)
High energy, motivated individual who is committed to excellence
Clean compliance record is mandatory
Strong preference for candidates who are bilingual (French & English)
MBA degree or CFP, CIMA certification considered strong asset
Proficiency in Microsoft Office applications and Salesforce
Must be open and available to travel when required