AVP – Business Development, Mortgage Investments

Role Summary

As a Capital Raising guru, you will facilitate new client relationships by participating in business development activities. This is a producing role therefore the role delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net worth prospects.

More specifically, the role is responsible for developing client acquisition strategies, maintaining a prospect sales pipeline in order to generate sustainable and profitable growth.

About the company

Coming from all walks of life, our team members’ individual knowledge and unique experiences are valuable assets to us. But it’s how we come together, igniting our collective compassion and commitment to our customers that makes us succeed. Our customers say ‘They are invested in our journey”. “They are really interested in seeing us succeed.” This is because we hire great people.

We are a unique Commercial Real Estate Mortgage Broker and Lender with a unique mortgage fund. Our specialty is lending and investing in residential land and construction development. Driven by our mission to help others build wealth through real estate, we leverage our well-rounded expertise to provide unparalleled service and results. We are an entrepreneurial business.

Responsibilities/Expectations for the role:

• Leverage existing contacts to identify and develop new client and investor relationships with a strong focus on sourcing qualified prospects that lead to investments
• Develop a plan and execute to target retail investors, specifically Permitted investors
• Have a book of Permitted Clients to leverage and grow
• Ability to tap into a good and credible institutional network to leverage and grow
• Have relationships with developers and the building communities
• Generate leads through various channels, including high net worth individuals (75%), exempt market dealers, financial advisors, fund managers, and family offices, ensuring connections with the right prospects who are positioned to close.
• Meet frequently with investors applying advanced sales strategies to negotiate and secure investment, ensuring a high conversion rate from lead generation to finalized investment
• Develop client acquisition strategies, maintain a prospect sales pipeline, and manage a book of business to drive sustainable investment and growth.
• Represent the firm at industry events, leveraging market presence to gather key intelligence and promote the company’s value proposition.
• Prepare sales calls, presentations, and pitches for various potential investors, applying sales strategies to increase the investor base.
• Attend and research sales events to assist in capital inflow, onboarding investors, and meeting sales targets approved by senior management. • Requires advanced level of quantitative and analytical skills to develop investment packages for financial advisors, high net worth individuals and investment manager.
• Onboarding investors into the Fund and ensuring all compliance requirements are satisfied and meets dealing representative requirements.
• Review of investor onboarding documents i.e, KYC and subscription agreement prepared by the team member, which meets compliance requirements.
• Meeting sales target requirements approved by the senior management.
• Developing and maintaining relationship with the financial Advisors, completion of due diligence requirement and onboarding the Fund on various dealer platforms.
• Liaison with the Senior VP of Communications/Marketing to develop marketing strategies.
• Liaison with the Chief Financial Officer to ensure the reporting requirements of the Funds are satisfied.
• Presenting Sales Pipeline to the management on a periodic basis.
• Various projects as instructed by the President of the Company

Education & Experience

• 10+ years of experience in raising investment funds, business development, sales,
• Experience in Commercial Real Estate mortgages & funds
• Experience managing outside and inside sales
• Bachelor’s degree in business, marketing, or related field
• MBA or CFA, is an asset
• Mortgage Broker, is an asset
• Deal Representative (Exempt Market Dealer), preferred
• Experience with raising funds from abroad (i.e., NY city, Hong Kong, Abu Dabi), an asset
• Proficient with MS Office
• Experience with Pipedrive (or similar software)

Ideal Candidate Traits

• Team player
• Self motivated
• Openness ownership in the business (after 2-3 years of above average performance at the company)
• Positive attitude; Glass half full person
• Enjoys cold calling
• Self – Confident and humble
• Integrity
• Practical and Pragmatic
• Enjoys building relationships for the long term (not just transactional relationship)
• Can Do attitude and taking action
• Ready to work in a small company
• Ready to commit Long Term to a job
• Proven track record of developing and executing successful business strategies
• Excellent communication (written and Verbal) and presentation skills
• Excellent negotiation skills
• Strong analytical and problem-solving skills
• Able to work independently and collaborate with cross-functional teams

Interested candidates can contact Stephanie Osbourne at Sosbourne@collinsrecruit.com