PenderFund Capital Management

Vice President

• Expand and maintain high quality business relationships with Investment Advisors by ensuring on-going product and sales support to existing clients.
• Identify and pursue new relationships and opportunities with prospective clients within the territory to drive sales.
• Arranges one-on-one, group and/or branch meetings with financial advisors to promote new and existing company products.
• Service and educate advisors through presentations, branch meetings and road shows.
• Assist advisors with business building strategies.
• Consistently achieve or exceed activity targets and sales goals.
• Maintain detailed notes within CRM of meetings, conversations, and all types of interactions with clients and prospects.
• Works extensively and within a team environment to meet and/or exceed company sales objectives.
• Contribute to the overall PenderFund team by participating in initiatives, developing and sharing information on best practices and sales strategies.

District Vice President