Relationship Manager-Canada

The Relationship Manager-Canada is responsible for new business development in Canada.  He/she will be responsible for marketing a suite of fixed income, equity and global asset allocation funds. 

Job Functions

• Develops annual business plan and devises the necessary activity strategies, tactics and resources in order to achieve stated goals and objectives.
• Grows assets under management (AUM).
• Develops, builds and maintains relationships with key financial advisors and institutions in Canada.
• Tracks all meetings and sales events through CRM system (Salesforce.com).
• Presents a pre-approved sales presentation in a highly professional manner, which can be adapted to a variety of audiences.
• Interacts with Firm staff to coordinate client service efforts.
• Keeps abreast of the current economy, global markets, fund performance and future outlook.
• Attends weekly sales meeting via phone and quarterly (or semi-annual) performance reviews.

• Bachelor’s degree, preferably in marketing or a finance-related major.
• Minimum of 10 years in the investment management industry and 12-15 years as an external wholesaler.
• Previous sales experience in the financial services industry is strongly preferred
• Existing relationships within territory is a strong plus.
• Deep understanding of the various investment strategy offerings available within the DoubleLine suite of products and how they compare to our competition.
• Knowledge of the investment management industry and key portfolio management concepts.
• Strong time management and organizational skills.
• Ability to thrive in an independent, challenging and collaborative environment.
• Able to rely on experience to make good decisions and to enhance problem-solving skills.
• Strong communication skills, including the ability to deliver persuasive, concise and well-organized presentations and messages.
• Excellent listening and probing skills.

DoubleLine Group LP is an Equal Opportunity Employer.