Twenty-three years ago, Veritas Investment Research flipped the equity research model on its head. Instead of giving away research to drive banking relationships, we delivered high-quality independent research that our clients pay for. That model still stands today, with Veritas having grown to become Canada’s largest independent equity research firm. Our clients include a range of Canada's largest and most successful asset managers, retail advisory networks and family offices. And we are just getting started.

The strength of our brand has spawned two businesses that are poised to scale.

In 2016, we founded Veritas Asset Management to capitalize on our track record of outstanding equity research. Veritas Asset Management offers actively managed products that are driven by fundamental research to reduce volatility, lower risk, and maximize returns.

In 2019, we formed The Veritas Foundation to be the authoritative source for participating in Canada's charitable sector. Our donor-advised fund, sector research, and charity rating services are designed to foster a thriving Canadian charitable sector where the most impactful philanthropic pursuits are celebrated and supported by donor capital.

Our mission is to empower capital through research, asset management, and philanthropy while remaining the most trusted brand in independent research.

Salary

$150,000.00 + bonus based on targets.

Responsibilities

As the Chief Revenue Officer, you will provide leadership to the sales teams at the Veritas Group of companies. You will develop and execute the overall sales strategy for each company, setting operational plans and processes that drive revenue growth and meet financial objectives.

Work with the CEO, CCO and Marketing and Strategy group to develop, maintain, and execute sales plans for the consolidated Veritas, along with each Veritas company within the group.
Monitor the market and competitor products and activities.
Set quarterly and annual sales targets for each company in collaboration with the CEO.
Provide detailed sales forecasting.
Participate in industry and client events to grow presence in the marketplace.
Provide feedback to the Veritas sales team to develop and market the overall business.
Break down strategic problems and provide analysis of data and information to generate business insights and recommendations to the Veritas sales team.
Work with the marketing team to create and maintain promotional materials for prospective clients.
Recruit and hire new sales staff, as required, in order to achieve business goals.
Manage the sales teams and maintain sales operations and budgets.
Review sales reports and provide feedback to the leadership team.
Adhere to all compliance, regulatory, and legal guidelines.

Academic Qualifications

Bachelor's degree in a related field of study or an equivalent combination of education and experience.
Canadian Securities Course (CSC).
Demonstrates an advanced knowledge of the Canadian buy-side market.
Advanced knowledge of Canadian mutual funds, alternative funds, ETFs, and capital markets.
Advanced understanding of the advisory channels: IIROC, MFDA, etc.
In-depth knowledge of selling strategies and methods, as well as employee coaching techniques.
Strong working knowledge of the company's products, competing products, and the market.
Excellent leadership, communication, interpersonal, and customer service skills.
Exceptional strategic planning, organizational, and creative thinking skills.

Experience

Minimum five years in a sales leadership position.

Target Markets

Financial Services
Institutional Sales
Asset Management
Family Offices
Private Equity
Pension Funds
Hedge Funds
Insurance Companies
Wealth Management

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