Sales Manager, Premium Accounts Team

• Develop and implement strategic sales plans that accelerate revenue growth, expand market share, and strengthen relationships within affluent and high-net-worth client segments
• Lead, coach, and develop a team of Account Representatives to achieve and exceed sales, retention, and client satisfaction targets.
• Cultivate and maintain strong relationships with existing premium clients, understanding their needs, addressing concerns, and proactively seeking opportunities for upselling and cross-selling.
• Drive the acquisition of new premium accounts through effective prospecting, networking, and relationship-building activities.
• Collaborate closely with cross-functional teams, including marketing, product development, and customer support, to ensure alignment and support in achieving sales objectives.
• Analyze sales data, market trends, and customer feedback to provide insights and recommendations for continuous improvement and optimization of sales strategies.
• Monitor and evaluate the performance of the sales team, providing regular feedback, coaching, and performance reviews to drive individual and collective success.
• Stay updated on industry trends, competitive dynamics, and best practices in sales management, leveraging insights to enhance the team’s effectiveness and competitiveness.
• Represent the company at industry events, conferences, and client meetings, showcasing our premium offerings and building brand awareness and credibility in the market.
• Establish and maintain strong partnerships with family offices, private wealth advisors, wealth management firms, financial institutions, and other key intermediaries to identify business opportunities and expand the premium client portfolio.
• Represent the organization within the wealth management and investment communities, building brand awareness and fostering relationships that support business growth.

This position offers a hybrid work arrangement, requiring on-site presence at our Ottawa location three to five days per week, depending on meeting requirements and other activities.

This selection process may also qualify you for other positions with similar requirements and qualifications.

Languages Requirements:

Proficiency in both official languages (English & French) is required at the time of hire. The linguistic profile for this position is:

• Reading Comprehension: C Advanced
• Written Expression: B Intermediate
• Oral Proficiency: C Advanced

If no qualified candidate fully meets the linguistic profile of the position, other bilingual profiles may be considered, in accordance with the Mint’s Staffing Policy.

Education & Designation:

• University degree in related area, or an acceptable combination of education and experience may be considered

Experience:

• Minimum of 7 years of related business experience with a proven track record in sales management, revenue growth, and client relationship management, including experience serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
• Proven Experience working with family offices, private wealth advisors, wealth management firms, investment advisors, financial institutions, and other professional referral networks.
• Strong understanding of the affluent and ultra-affluent client landscape, including the unique service, relationship management, and business development requirements associated with these segments.
• Proven ability to develop strategic partnerships and referral channels that drive customer acquisition and revenue growth.
• Minimum of 5 years of progressive management experience

Additional Qualifications:

• Strong understanding of sales methodologies, techniques, and best practices, with the ability to develop and execute effective sales strategies
• Strong interpersonal skills with excellent written and verbal communication skills to build and sustain relationships internally and with external customers.
• Excellent leadership and coaching skills with the ability to inspire, motivate, and influence team members and stakeholders at all levels
• Ability to drive revenue growth through strategic planning and effective team management
• Intermediate proficiency with Genesys PureCloud (IVR/ACD)
• High proficiency with Excel, PowerPoint, Word and Microsoft Dynamics (D365)
• High proficiency with report building using various Excel Connections.
• Knowledge of wealth management, private banking, family office operations, and investment advisory environments is considered a strong asset