Oak Hill Financial is seeking a distribution-focused professional to engage financial advisors and wealth teams, driving meetings and asset growth for our hedge funds and alternative strategies. You will educate, engage, and activate advisors while generating qualified opportunities for our institutional managers.
You will coordinate meetings, manage high outreach volume with professionalism, and maintain detailed CRM records to support ongoing advisor coverage and pipeline development.
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Inside Wholesaler: Advisor Engagement & Asset Growth in Toronto employer: Oak Hill Financial
Oak Hill is an exceptional employer that fosters a dynamic and collaborative work culture, ideal for professionals seeking to make a significant impact in the financial sector. Located in a vibrant area, we offer competitive benefits, opportunities for professional growth, and a chance to engage with influential stakeholders in the investment community. Join us to be part of a team that values strategic thinking and effective communication, while providing you with the tools to excel in your career.
