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VP, Retail Investments

Toronto, Ontario
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.

Ready to make a significant impact? Apply today!
 

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