DoubleLine is seeking a Relationship Manager to join the existing global business development efforts, focusing on the Canadian Market. The role will be responsible for new business development in Canada. This individual will be responsible for marketing a suite of fixed income, equity and global asset allocation funds. The successful individual will be required to represent all DoubleLine’s investment strategies.
Job Functions
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Develops annual business plan and devises the necessary activity strategies, tactics and resources in order to achieve stated goals and objectives.
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Grows assets under management (AUM).
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Develops, builds and maintains relationships with key financial advisors and institutions in Canada.
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Tracks all meetings and sales events through CRM system (Salesforce.com).
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Presents a pre-approved sales presentation in a highly professional manner, which can be adapted to a variety of audiences.
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Interacts with Firm staff to coordinate client service efforts.
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Keeps abreast of the current economy, global markets, fund performance and future outlook.
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Attends weekly sales meeting via phone and quarterly (or semi-annual) performance reviews.
Qualifications
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Bachelor’s degree, preferably in marketing or a finance-related major.
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Minimum of 10 years in the investment management industry and 12-15 years as an external wholesaler.
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Previous sales experience in the financial services industry is strongly preferred
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Existing relationships within territory is a strong plus.
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Deep understanding of the various investment strategy offerings available within the DoubleLine suite of products and how they compare to our competition.
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Knowledge of the investment management industry and key portfolio management concepts.
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Strong time management and organizational skills.
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Ability to thrive in an independent, challenging and collaborative environment.
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Able to rely on experience to make good decisions and to enhance problem-solving skills.
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Strong communication skills, including the ability to deliver persuasive, concise and well-organized presentations and messages.
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Excellent listening and probing skills.
DoubleLine Group LP is an Equal Opportunity Employer.
Skills Required
- Bachelor's degree
- Bachelor's degree preferably in marketing or a finance-related major
- Minimum of 10 years in the investment management industry
- 12-15 years as an external wholesaler
- Previous sales experience in the financial services industry
- Existing relationships within the Canadian territory
- Deep understanding of DoubleLine's investment strategies and competitive positioning
- Knowledge of the investment management industry and portfolio management concepts
- Strong time management and organizational skills
- Ability to thrive in an independent, challenging and collaborative environment
- Good decision-making and problem-solving based on experience
- Strong communication skills, including persuasive and organized presentations
- Excellent listening and probing skills
What We Do
DoubleLine is an independent, employee-owned money management firm committed to helping investors achieve their goals. It offers a wide array of investment strategies and vehicles.
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