Closing Date: 12-May-2017

Position Focus

The objective of this position is to generate new fee revenue for the custody and group services area. The goal is to be visible and accessible to referral sources across Canada. The role entails building trust, confidence and goodwill with referral sources and new clients. The nature of the custody business has an overall lengthy sales cycle It is key that the candidate has excellent communication and time management skills in order to juggle multiple new client interactions and referral sources.

Responsibilities:

• Acquire new pension consultant relationships across Canada and strengthen existing relationships to drive more bids
• Network with pension consultants to identify our gaps and lost opportunities at the same time strengthen our brand identity and value proposition
• Implement actionable strategy to meet Fee objectives within assign budget
• Track and increase (YOY) proposal opportunities
• Develop a strategy to identify opportunities to improve client and partner experience
• Identify and refer new business opportunities to CWB partners
• Establish and maintain referral sources relationships.
• Responsible for business growth and profitability
• Construct and present sales proposal plans
• Work with relationship management and operation teams to ensure that client needs and expectations are fulfilled
• Recommend tactical and operational plans with the Sales and Marketing team to drive revenue and departmental growth
• Improve our knowledge and understanding of our customers and their needs through established discovery processes, multiple forms of interaction and internal feedback supported by a strong understanding of the business lines
• Build, maintain and strengthen external networks and relationships
• Drive Fee revenue

Requirements

Education

• Degree in related field

Professional Experience

• 4-6 years of sales, banking/trust and relationship management experience required

Personal Competencies

• Understanding of all aspects of the trust services industry is required
• Provide strong leadership and be a part of a high performance team
• Excellent interpersonal, verbal and written communication skills with the ability to interact professionally with clients
• Demonstrated ability to continuously engage in and stay committed to sales process
• Significant level of judgement, initiative, and decision making
• Very strong time management and organizational skills
• Excellent interpersonal, communication and relationship management skills
• Must demonstrate integrity and honesty in their dealings with both internal and external parties at all times
• Advanced skills in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Superior negotiating skills
• Valid driver’s license
• Ability to travel