Neil Greenbaum Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Delivering goals based wealth management to fintech platforms, wealth managers, banks and advisors in North America.Ortec FinanceWe provide sophisticated economic scenario modeling for pension funds, sovereign wealth funds, institutions, family offices, wealth management firms and digital advice platforms for more than 150 clients around the world. We.

Toronto, Canada Area

Develop and expand partnerships with all types of wealth and insurance professionals and firms across Canada who are looking to transition and transform their business through adoption of an end to end digital wealth platform. We help advisors and firms make better decisions when it comes to time management, revenues, business risks, client relationships.

Toronto, Canada Area

• Led inside sales team of 5 in a dual capacity, as a wholesaler and as a sales manager overseeing multiple functions such as onboarding, sales coaching/training, national sales conferences/roadshows, CRM & operational.
• Conducted over 250 Advisor meetings annually and generated sales in excess of $35M in 2014 and 2015.
• Promoted and developed the Canadian “Liquid Alternative” brand through white paper, analytics, marketing and consistent follow up and prospecting.
• Worked in concert with the operational and compliance teams to improve the overall customer experience. This included re-design of applications, audit of procedures/policies and setup tables, creation of a dedicated.
• Collaborated with Marketing to improve delivery and content of marketing materials, access to promotional items and awareness of our product solutions through roadshows
• Developed and maintained Aston Hill on-boarding program, sales training platform, and National Sales Conference Meetings

Toronto

• Partnered with the National Sales Manager to provide leadership and strategic direction of the sales team which consisted of 12 wholesalers, 6 Insides, and 1 Sales Associate with an annual budget of over $4 Million and.
• Developed and implemented new compensation model (100% discretionary- gross sales based) and quarterly business planning sessions with enhanced reporting
• Improved the overall client experience by minimizing many of the operational gaps/inefficiencies/obstacles/errors that took place due to improper fund set up, inconsistent policies related to minimums, account opening.
• Hired, mentored, coached, and empowered the sales team through regular contact with emphasis on territory management, consultative selling skills, sales process, and value articulation.
• Successfully launched new product line of Enhanced Funds (2) which use alternative investment strategies

Toronto, Canada Area

• Managed large scale department with responsibility for 26 Inside Sales Reps and 15 Sales Associates across 5 provinces (Vancouver, Calgary, Quebec, Halifax, Toronto)
• Implemented a coaching platform to engage employees in continuous learning and improvement; achieved a perfect record for graduating all inside sales staff to externals.
• Responsible for all hiring, staffing and compensation; annual budget of $1 Million.
• Planned and strategized with a 5 member executive Sales Management team and assumed a leadership role planning national sales conferences (over 100 attendees).
• Worked closely with our internal VP partners in Customer Relations in Montreal, Marketing, Product Managers and Portfolio Managers to overcome challenges and improve synergies.

Ba, History

Leadership Program