Do you have exceptional sales and support skills with an entrepreneurial spirit and a financial background? The Calgary based Account Manager position at SIACharts is the perfect opportunity for you to join a fast paced, growing, and evolving company.

SIACharts is a premier investment decision-making platform and portfolio management software. SIA combines comprehensive data with powerful tools and top customer support saving advisor’s time with unique rankings and insights. SIACharts has spent the last 20 years developing a powerful process for financial advisors that has universal application for stocks, ETFs, and mutual funds. SIACharts’ AI-powered technology computes over 10 Billion calculations every night analyzing tens of thousands of investments looking for the best opportunities.

Reporting to the President, the Account Manager at SIACharts will promote the investment tool, technology, and methodology of SIACharts.com and affiliated products through sales to new clients and support current client relationships.

Position: ACCOUNT MANAGER

Job Type: Full-time

Major Responsibilities: Sales/Support/Lead Generation:

  • Sell SIACharts subscriptions and affiliated products to new clients across North America over telephone, in person, and via online webinars
  • Pro-actively identify new and different business opportunities to provide increased sales
  • Call advisors & generate referrals, prospective clients, COIs, and new sales
  • Perform SIA software demonstrations and online sales webinars to prospective clients
  • Provide customer support & training to existing clients empowering them for long-term success
  • Enter CRM notes for all client interactions, creating client & prospect reports, etc.
  • Account manager to segment of clients in charge of retention, education, follow-up, creating referrals, and their main point of contact on a quarterly basis
  • Creating, editing, reviewing, and posting daily/weekly/monthly quarterly commentaries, insights, analysis, focus videos, education material, webinars, etc.
  • Assist with presentations, data entry/errors, webinars, conferences, etc. as needed
  • Assist with social media channels posting relevant and engaging content, growing the companies online influence & network, writing blogs and articles, etc.
  • Reviewing and editing all marketing and education materials and assuring it meets high compliance standards for presentation, proper disclaimers, trademarks, etc.
  • Coordinating, creating, and updating PowerPoint and other presentation material for events, seminars, websites, presentations, etc.
  • Assist with sales initiatives, marketing initiatives, strategy, and other company initiatives
  • Monitors industry best marketing practices and possible future disruptions
  • Other duties as necessary

Ideal Candidate:

  • University degree or post-secondary diploma in a finance, economics, business, or marketing discipline
  • At least 3+ years Sales experience in the Finance industry
  • Exceptional written and verbal communication skills & formal presentation skills
  • Experience as a Financial Advisor or Associate not required but helpful
  • Comprehensive Financial industry experience and/or knowledge
  • Strong computer skills with Microsoft Office expertise, Teams, PowerPoint, and knowledge or experience with CRM tools
  • Must be detail oriented, organized, creative, and self-directed with the ability to meet task/project deadlines
  • Successful in an entrepreneurial setting with a willingness to work in a team environment at a fast growing & evolving company of constantly changing priorities
  • Strong sales and customer service skills
  • Initiative and willingness to go above and beyond required duties

Hours: Full-time salaried position, in person at SIACharts Calgary office, Monday – Friday from 6:30 am to 3:30 pm, with 30 mins for lunch. Will be required to travel for presentations and work extra hours when needed.

SIACharts offers a comprehensive compensation package that includes a base salary with bonus opportunities, benefits, paid vacation time, education opportunities, and career development as the company grows. Serious candidates should submit their resumes and a cover letter to [email protected] to be considered.

 

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We are thrilled to announce that SIACharts has been selected as a 2022 5-Star Wealth Tech Provider by Wealth Professional Canada in 2022! This is the second year in a row that SIACharts has been selected as a 5-Star Wealth Tech Provider also being recognized in 2021 by Wealth Professional Canada in the Portfolio Management Provider category. This year, SIACharts is being recognized in two categories: the Financial Tools/Dashboards and the Portfolio Management categories!

SIACharts combines comprehensive data with powerful tools and top customer support saving advisors time with unique rankings and insights.

To discover the tech pioneers who are truly shaping industry innovation, Wealth Professional reached out to readers across the country, asking them to name the vendors they rely on for financial planning tools, CRM, back-office support, portfolio management, and digital marketing. Wealth Professional’s 5-Star Wealth Tech Providers report recognizes the tech pioneers who are truly shaping industry innovation. WP invited technology service providers from around Canada to submit a nomination, detailing the problems or pain points their offering is designed to solve or relieve for wealth management professionals and how their solutions differ from that offered by your competitors. To read the full Best in Wealth release, click here.

SIACharts has spent the last 5 years rebuilding their financial technology to make it more powerful, intuitive, and customizable than ever before. With award winning Model Portfolio tools and Reporting, SIA empowers investment advisors to track their model performance and tell their investment management story accurately and uniquely to each client. SIACharts has also simplified technical analysis with their easy-to-understand Relative Strength Reports that cover thousands of stocks, ETFs, and Mutual Funds universes and ability to create any custom combination and portfolio universe desired.

SIACharts is continuing to push the boundaries of fintech by walking the line of listening to advisor needs and feedback and developing new tools and features to enhance the powerful offering. The goal is to always give advisors better market intelligence faster, enhance the current features, solve advisor problems, and have more in-depth tools and data to make better decisions & analysis to help navigate the market uncertainty.

A current subscriber who is a Senior Investment Advisor at a major Canadian bank recently quoted, “Given the endless production of opinions, research, and services available to investment advisors and PMs, it is important to be able to cut through the noise and build a repeatable process when it comes to refining the investment choices to work with. By utilizing SIACharts and the customizable watchlists that can be ranked on a relative strength basis combined with an effective risk management trading strategy that allows for models to be created and implemented, makes it the most useful tool I’ve encountered in 35 years. The application of the software saves an incredible amount of time, this is not a luxury, but rather a necessity that allows me to spend more time with clients. If you are investigating platforms to assist you in managing portfolios, I’d suggest you can stop looking.”

Licensed Investment Advisors can try a FREE 3-week trial of the award winning SIACharts platform and choose from 3 different subscription levels (Standard, Research, Professional) to match their unique needs. Don’t miss this great opportunity!

SIACharts is proud to have been recognized as a 5-star Wealth Tech Provider in the area of Portfolio Management by Wealth Professional Magazine.

To discover the best providers of wealth technology in Canada, Wealth Professional reached out to its network of thousands of advisors across the country. Beginning in mid-July, WP asked advisors to name the best wealth tech options across six categories:

• Financial planning software
• Financial planning tools/dashboards
• Portfolio management
• CRM
• Digital marketing
• Back-office support

After reviewing all the entries, the Wealth Professional team whittled down the list to the 26 wealth tech providers that received the best scores from advisors.

“We continue to evolve as a trusted technology platform for our advisors here at SIACharts, adding new features and improvements for our advisors all the time. It’s a tremendous honor to be recognized as one of the best wealth technology providers among the other great technology products and services available to our advisor community” – Paul Kornfeld, SIACharts President.

Full List of WP 2021 5-Star Wealth Tech Provider recipients:

HERE

Disclaimer: SIACharts Inc. specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIACharts Inc. nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.

SIACharts has launched a new website!

SIACharts is pleased to announce our new Market Intelligence Platform! This is one of the most significant upgrades in our history.  This new landing page is  designed to improve access to information about our company, our features, daily commentary, and our technology.

The new Market Intelligence Platform technology has many new enhancements, features, time-saving tools, and much more that you don’t want to miss to help you with portfolio management as your technology solution. Sign up for a free 3-week trial today to get a preview of the new platform!

Thanks for your continuing support of SIACharts and we look forward to our continued and new partnerships moving forward!

Disclaimer: SIACharts Inc. specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIACharts Inc. nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.