Job Description
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 ...
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 ...
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