Lock Search Group is pleased to present an exciting opportunity to join one of the one of the world's leading online CFD providers. Our client is looking for an Account/ Sales Manager who will be responsible to provide a continuous daily mix of exceptional business development, relationship management to the most valuable clients as well as converting and closing inbound sales enquiries. The ideal candidate will reside in Toronto, Ontario.
With over 30 million trades executed annually across Europe, Asia Pacific and North America, our client’s success is founded on its ability to deliver a wide range of trading products to customers, from single equities to indices, currencies and commodities.
Overview of the role:
The desired aim is to maximize Premium Client retention, along with growing and improving their business through a mix of client referrals and networking.
What you will be doing:
Business Development
- Develop and initiate the business development strategy to grow the HNW retail trading volumes for the Canada office.
- Drive the growth of and own the Premium Client proposition in Canada.
- Proactively enhancing business through client referrals, networking, workshops/seminars, and industry contacts.
- Provide seminars and attend sales events for premium clients/prospects as required. This might include creating appropriate material in conjunction with education and marketing.
- Work with the rest of the Sales team (Education and New Business) to input and help drive the acquisition, retention and increased trading activity for all clients.
Account Management
- Respond to Premium Client queries professionally and efficiently, both calls and emails.
- Provide pro-active end to end, high quality relationship management for their premium value clients to ensure a positive, tailored trading experience thereby optimising revenue growth for the business.
- Constantly improving and innovating to create real points of differentiation in their markets.
- Identifying and realizing opportunities to educate their premium value clients on their products and range of services.
- Applying individual insight to proactively identify ways to improve their service proposition to premium value clients.
- Take ownership for owning and driving an excellent client experience for their premium value clients through all touch points in the client lifecycle. This includes on boarding, client retention, query management and education.
- Execute retention plans to maximize retention of the premium clients for the business.
- Work with external and internal partners to ensure they gather accurate feedback from clients to drive future improvement and platform development.
- Keep abreast of global and economic news to provide execution trading support to premium value clients.
- Assist team members in analyzing and understanding their Markets’ USPs and those of their competitors to optimise the Company’s position in the marketplace.
- Ensure all interactions and communication with all other functions such as Sales Trading, Trading, Business Operations etc. are of the highest standard to ensure a high-quality customer experience.
- Willingness and commitment to entertain clients both in one to one and hospitality events, this can include ‘out of hours’ commitment on evenings and weekends, as part of your relationships management and business development expectations.
- Provide insightful, directed and knowledgeable market-based dialogue with premium clients as part of managing a high quality trading experience.
- Work closely with rest of the Executive Committee to deliver on office targets and revenues and develop future business/marketing strategies.
Sales
- Adhere to and achieve consistent monthly KPI targets (such as conversion rate, outbound call numbers etc…)
- Identify sales opportunities where possible – contacting leads via outbound calling/email/seminars.
- Provide excellent and high caliber client service to ensure a positive client experience.
- Proactively identify and cross sell additional products and services to existing clients.
- Proactively identify opportunities to improve the client experience.
- Proactively respond to and manage inbound client queries professionally and efficiently.
- Act as a brand ambassador in all client interactions.
- Take ownership for ensuring accurate client information is recorded in relevant internal systems (e.g. CRM) in a timely manner.
- Escalate all relevant client issues to appropriate levels to ensure a consistently high level of client service.
- Effectively deal with client queries - focusing on getting it right first time
Product Management
- Be the product and platform expert for both internal and external stakeholders, with the ability to competently demonstrate and educate clients in its use.
Compliance
- Understand and adhere to local and global compliance guidelines and relevant regulations for the jurisdiction of operation.
- Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training.
- When dealing with all customers, clients or colleagues ensure that they provide a clear, fair and consistent high-quality service that presents a professional and positive image of the client.
- Take all reasonable steps to ensure appropriate confidentiality, ensuring all privacy and GDPR and SMCR requirements are upheld.
The experience you bring:
Essential
- Minimum 3-5 years’ experience in derivative and financial sales
- Proven track record of business development in B2C and B2B relationships
- The ability to bring across a book or network of clients is highly desirable
- Able to work in a high pressurized and target driven environment
- Deep knowledge and experience of global financial markets, across asset classes
- Strong analytical and problem solving skills
- Highly numerate and strong attention to detail
- Good written and verbal ability of complex financial concepts
- Excellent communication skills are highly essential
- Excellent telephone manner and interpersonal skills
- Excellent computer literacy
- Energetic and highly motivated with a strong desire and drive to succeed and work at a consistently high standard
- Very well organized with good time management skills, able to take proactive action when necessary
- Tertiary Degree in relevant discipline (Business, Finance, Economics etc.)
- Relevant Canadian regulatory authorities to be held
- Proven ability to trade on behalf of clients in an accurate and timely manner
- Sound knowledge of platform and phone dealing processes
- Ability to verbally communicate client orders to sales traders and dealers
Desirable
- Experience in similar roles
- Experience in the retail derivatives industry
- Post-graduate Degree in relevant discipline
If you’re an experienced Account/ Sales Manager who currently resides in Toronto, please apply in confidence for immediate consideration using the “Apply” button.
Thank you in advance for your interest, only individuals deemed to have the skill set and experience to fit the role will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.
Lock Search Group is a National Executive Recruitment firm with 11 offices in Canada and one in the United States, a staff of more than 30 Consultants and Associates, and expertise in 11 major disciplines. Our mission is to provide exceptional Recruitment and Consulting Services to clients and candidates. We apply our experience and expertise to deliver solutions with a personalized approach that focuses on clients’ needs and candidates’ goals.
