Vice President, Marketing & Client Services

Sprucegrove Investment Management
Toronto, Canada
Oct 16, 2017
Oct 20, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Job Description

  • Build a deep understanding of Sprucegrove's mandates to plan and execute meetings with current and potential institutional clients and consultants.
  • Conveys extensive knowledge of our firm and products to sophisticated investors.
  • Develops strong relationships by proactively identifying and cultivating prospective clients, and building long-term relationships through introductory calls and meetings.
  • Stays current on the market to engage in topical conversations in the institutional markets environment. 
  • Ensures CRM is accurately updated to support all marketing and client servicing activities.
  • Provides regular pipeline reports, client feedback, and market research knowledge to management.
  • Demonstrates principled leadership and sound business ethics; shows consistency of values and behavior

Candidate Profile

  • Bachelor's degree is required; an advanced degree or relevant qualification such as an MBA, is preferred
  • CFA designation
  • Minimum 10 years of successful experience in the Institutional marketplace, client service, consultant relations and marketing experience
  • Comprehensive understanding of the institutional investment management industry, particularly with a client services focus
  • Excellent verbal and written communication skills with ability to convey information to internal and external clients with sophisticated investment knowledge in a clear, focused and concise manner
  • Self-starter who can work independently but also collaboratively within a team environment
  • Superior organizational skills with meticulous attention to detail