Vice President, MFDA Retail Sales

Job not on LinkedIn

🕒 March 18

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Mahoney Asset Management

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 1998

💸 Finance

👥 B2C

Finance • B2C

Mahoney Asset Management is an independent investment advisory and wealth management firm focused on retirement planning for individual clients. The firm uses a patented "GPS" questionnaire and projection tool to model clients’ retirement income needs and offers personalized financial planning, portfolio construction, in-person advisory meetings, and ongoing portfolio monitoring. Securities are offered through affiliated broker-dealer Newbridge Securities Corporation and investment advisory services through an SEC-registered advisor; the firm publishes market commentary and educational resources for clients.

📋 Description

• Build and deepen relationships with MFDA advisors across assigned regions, driving awareness, education, and adoption of PICTON’s investment strategies • Execute a disciplined, territory-based approach to advisor coverage, sales activity, and pipeline development • Deliver high-quality advisor education through one-on-one meetings, branch presentations, and regional events • Support advisor-level due diligence, education initiatives, and ongoing relationship management • Work closely with the National Accounts team to align field execution with dealer-level strategies, approvals, and priorities • Develop and execute a targeted MFDA sales strategy aligned with PICTON’s broader retail growth objectives • Represent PICTON at MFDA-focused industry events, dealer conferences, and advisor forums

🎯 Requirements

• 10+ years of experience in asset management or financial services sales, with direct experience working with MFDA advisors • Strong understanding of the MFDA landscape, including dealer structures, advisor business models, and compliance considerations • Proven ability to drive advisor adoption and asset growth within approved dealer platforms • Experience working collaboratively with National Accounts or Head Office teams to support dealer-level strategies • Exceptional relationship-building, communication, and presentation skills • Self-directed, entrepreneurial mindset with the ability to operate independently while contributing strategically • Experience selling alternative or differentiated investment strategies is a strong asset • CSC required; CIM, CFA, CAIA or other advanced designations are an asset • Bilingual (French/English) is a strong asset • Willingness to travel nationally to support advisor engagement.

🏖️ Benefits

• Profit sharing • Health and wellness coverage • Life and disability insurance • Paid time off and holidays • Learning and development programs • Corporate fitness reimbursement and discounts • Volunteer and charitable donation matching • Recognition awards • Semi-annual performance bonuses • Generous annual vacation entitlement (minimum of 15 days per year)