Elevate your career as a Private Equity Associate in Downtown Toronto with a leading firm. Focus on client engagement and investment sales within a competitive landscape.
This role requires close collaboration with senior sales leadership to expand client relationships. You will drive daily outbound outreach, offer market insights, and assist in client presentations. Leveraging a supportive high-performance environment will help you thrive in your sales initiatives.
Key Responsibilities:
• Act as a key liaison to expand client relationships
• Drive daily outbound outreach introducing company solutions
• Provide market insights and product overviews to clients
• Maintain detailed interaction records in CRM systems
• Assist in client presentations and sales planning initiatives
Requirements:
• 2+ years in outbound sales, especially in financial services
• Robust knowledge of financial products and investment channels
• Experience using HubSpot or similar ...