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Head of Canada Client Business

DOUBLELINE GROUP LP
Posted 16 days ago, valid for 11 days
Location

Los Angeles, CA 90053, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • DoubleLine is seeking an experienced Relationship Manager for its global business development efforts, focusing on the Canadian market.
  • The position requires a minimum of 10 years in the investment management industry, with 12-15 years as an external wholesaler.
  • The successful candidate will be responsible for marketing fixed income, equity, and global asset allocation funds while developing relationships with financial advisors and institutions in Canada.
  • Strong communication skills and a deep understanding of investment strategies are essential for this role.
  • Salary details were not specified in the job posting, but the position is full-time and located on the East Coast in Los Angeles, CA.

Job DetailsLevel: ExperiencedJob Location: East Coast - Los Angeles, CAPosition Type: Full TimeDoubleLine 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 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.   Qualifications 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. ​




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