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Account Manager, Charitable Investment Programs

Project Management - BA
Details:
Business plan
User experience
Vancouver
Bilingual
May 1, 2018
Updated on
June 13, 2018
Valid until

You are driven to establish and manage relationships with financial institutions and their advisors, as well as other professionals such as lawyers and accountants.

About Working at CHIMP

At CHIMP (Charitable Impact), we know that everyone has something to give. That's why we’re leading the movement to make giving a part of everyday living for everyone.

We love working with talented, creative, and open-minded people who strive to make a difference. We also look for people who share our core values of generosity, inclusivity, curiosity, courage, and responsibility—the guiding principles we stand by and incorporate into our work every day.

Our team members enjoy competitive salaries, purposeful perks, and a culture that gives back and has fun doing it. So come and join us, and let's change the world together.

About You

You are a self-starter who enjoys establishing and cultivating relationships. You are comfortable in a business environment and have experience in the wealth management industry. You’re a natural team player who can work independently but enjoys being apart of a dynamic business development team, which provides strong mentorship and coaching. Change excites you, and you thrive in a sales and service-oriented role.

About the Role

As a representative of CHIMP’s Charitable Impact Strategies division, you are driven to establish and manage relationships with financial institutions and their advisors, as well as other professionals such as lawyers and accountants. You confidently and consistently promote CHIMP’s products and services while providing professional and detail oriented advisor support. Specifically, you will work closely with the Director, Giving Operations and Director, Charitable Investment Programs, in servicing our professional advisor clients, as well as the advisor's clients.

Major Responsibilities

Collaborate with the Director, Charitable Investment Programs to execute on an annual business plan focused on the development and strengthening of long-term relationships with financial advisors and driving Charitable Investment Program sales results, utilizing a team-based approach.

Manage and nurture the full advisor/donor lifecycle (advisor onboarding, account opening, ongoing relationship management and support) while identifying opportunities to promote CHIMP’s services.

Support and educate financial advisors, and their teams, on the benefits of donor-advised funds and incorporating CHIMP’s Charitable Investment Accounts into their book of business.

Follow up on sales calls on a timely basis, identifying new sales opportunities and answering questions about CHIMP accounts.

Develop and nurture financial advisors, and their teams, in their understanding of CHIMP, responding to queries, solving problems and seeking feedback.

With a lens on risk mitigation and compliance, identify ways to improve our gift acceptance systems to ensure the smooth operation of the Giving Operations team.

Identify and champion opportunities to improve the user experience of the financial advisor, their team, and our donors.

Skills and Requirements

Bachelor's degree.

3+ years’ experience in a client facing role, preferably in the wealth management or tax industry.

Must exhibit values of trust, accountability, and discretion.

Outstanding oral and written communications skills.

A strong aptitude for process and administration.

The ability to project manage and juggle multiple clients under demanding circumstances.

Relationship building skills, driven and proven record of meeting and exceeding goals.

Exceptional sales and customer service orientation.

Nice To Haves

Canadian Securities Course.

Bilingual (French).

Sales experience.

Experience and relationships in the financial sector.

Experience in fundraising within the charitable sector.

Experience working in a technology startup environment.

Status

Regular Full-time (40 hours/week)

Reports To

Director, Giving Operations

More about CHIMP

CHIMP (Charitable Impact) was founded to radically transform how people experience giving. Our online platform makes it easy to support the causes you care about, raise money with others, and track your impact over time. We also help donors make their biggest impact by offering strategic giving support.

By empowering people to give on their terms, we’ve helped Canadians donate more than $350 million to thousands of charities—and we’re just getting started!