Are you a dynamic sales leader ready to scale a wealth management division? Do you excel at creating and executing innovative sales strategies? Are you passionate about driving growth, leading high-performing teams, and building relationships with top-tier clients? If you're a proven sales professional with deep experience in capital raising and a strong network among HNW and UHNW individuals, this is your opportunity to take the reins of a rapidly growing division within a premier real estate investment firm.
Our client is seeking a visionary Vice President, Retail Investments to lead the sales strategy and capital-raising efforts for their expanding wealth management division. With a proven track record and entrepreneurial mindset, the VP will create and execute innovative business development strategies.
The Company: Our client is a premier Canadian real estate investment and asset management firm with over 15 years of success in acquiring, managing, and operating multi-residential properties nationwide. The company’s achievements in real estate have laid the groundwork for growth in complementary businesses, enhancing their comprehensive real estate platform. The company prioritizes a people-first culture, fostering an environment that supports personal and professional development for all team members.
The Opportunity: In this role, you’ll be the driving force behind capital-raising initiatives, utilizing direct-to-retail channels, digital marketing, webinars, in-person events, and referral networks. You’ll work closely with leadership to scale the business, lead a high-performing sales team, and expand relationships with HNW/UHNW individuals, mortgage brokers, lawyers, and family offices.
What You’ll Do:
Collaborate with the COO and CEO to structure and lead the Wealth Management Division’s sales strategy, channels, and develop capital partner relationships.
Build and maintain strong relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and key referral partners.
Lead presentations, investor roadshows, and networking events to attract new capital as the face of the Wealth Management division.
Scale the business development and sales team for significant growth, including structuring, assessing, and expanding the team to support the firm’s growth.
Partner with the firm’s leadership to shape strategic marketing and sales initiatives, including the further development of the online digital marketing strategy.
What You Bring:
7+ years of experience in asset/investment management, wealth management, or real estate sales, with a focus on real estate or private market investments.
Proven success in raising capital directly from relevant investors and building a strong referral network.
Exceptional presentation and communication skills.
An entrepreneurial mindset with the ability to work independently and thrive in a fast-paced, dynamic environment.
A self-starter attitude with a strong sales focus, capable of establishing trust and credibility while working autonomously.
Knowledge of the real estate market is strongly preferred.
What Success Looks Like:
You are natural sales leader who can lead the achievement of the company’s Wealth Management Divisions significant growth plans.
You are a self-starter with a strong sales mindset, who can establish trust and credibility amongst prospective retail investors.
Strong emotional IQ and a fast learner who can think on their feet
Problem solver and innovative thinker that thrives on finding unique solutions to challenges while remaining committed to achieving desired results.
You continuously exemplify the company’s core values: entrepreneurial drive, integrity, dedication, and collaboration.
Our client offers a competitive compensation package, including performance-based incentives, opportunities for professional growth, and the chance to invest in their funds.