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THE OPPORTUNITY:
This is a business development role, primarily responsible for establishing new relationships with investment advisors and portfolio managers across Canada. This role will be pivotal in building the Onex Private Wealth Solutions brand in Canada through sales activities, which will include cold email and phone outreach, 1x1 meetings, presentations, and representing Onex at industry conferences and events. In addition to sales activities, the successful candidate will work closely with the broader OPWS team to identify, and execute on, other activities that will support the overall growth of the business, including product development initiatives and marketing campaigns. This role will be based in Toronto.
WHAT YOU WILL DO:
- Lead sales activities, with the objective of expanding Onex Private Wealth Solutions’ client base and driving sales with investment advisors and portfolio managers across Canada.
- Cultivate relationships with prospective clients through high quality interactions, including proactive and reactive calls, meetings (virtual and in-person) and follow ups.
- Work with the OPWS team to identify and execute new marketing ideas, including branch presentations, regional events, webcasts and industry events.
- Ability to understand and articulate Onex’ sophisticated suite of products, including strategy objectives, fund terms, investment process and positioning.
- Take a consultative approach to client engagement in order to understand their business and identify Onex solutions to meet their needs.
- Work closely with other departments, including project management, legal and investment teams, to execute on the firm, and teams’ objectives.
- Maintain up-to-date records on all sales activities on the Onex CRM.
WHAT YOU WILL BRING:
- Bachelor’s degree required.
- Relevant experience working with a Canadian wealth management or asset management firm.
- Strong understanding of the Canadian wealth management industry, across both IIROC dealers and Independent Portfolio Managers.
- Deep interest in capital markets and alternative investments.
- Thrives in an entrepreneurial environment, with a proven ability to work as part of a team to meet objectives.
- Ability to easily foster new relationships, both internally and externally.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook
- Experience with Salesforce or equivalent CRM.
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Our team & Commitment:
Onex is led by the firm’s CEO, Bobby Le Blanc, as well as experienced leaders at each of our businesses. We have approximately 120 investment professionals across all platforms, supported by approximately 170 professionals dedicated to our corporate functions and investment platforms. Consistent with our One Onex approach, the teams share and leverage sector expertise, and sourcing and origination of opportunities across all business lines. Our culture is guided by our strong commitment to accountability, intellectual honesty and respect for all our partners and stakeholders. Onex was formed on principles of entrepreneurialism and responsible investing and our team is united in recognizing the value of collaboration, diversity of perspective and background, and an inclusive environment.
Our team is a critical factor in our success, and attracting and retaining the best people and strongest investors are an important competitive advantage. Also crucial to our long-term success is the alignment of interests between the Onex management team, the Onex Board of Directors, shareholders and our limited partners. Members of our management team and Board of Directors have a significant long-term ownership in Onex shares and invest meaningfully in our funds. We believe this alignment creates stronger relationships with both our limited partners and shareholders.
Onex is committed to fostering an inclusive and accessible workplace. If you require accommodations at any stage of the recruitment process, please contact [email protected].
Onex Toronto, Ontario, CAN Office
161 Bay Street, Toronto, Ontario , Canada, M5J 2S1
