Boston, Massachusetts, United States · Hybrid
$110k–$150k/yr
About AGF Management Limited: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets th…
Skills: Platform Sales, Advisor Engagement, Pipeline Development, Asset Management, Wealth Management
Boston, Massachusetts, United States · Remote OK
$101k–$153k/yr
Job Description This position is not eligible for visa sponsorship, now or in the future. Candidates must be a US Citizen or Green Card Holder. Candidates must be located in the Greater Boston Area. Ready to take your ca…
Skills: Java, Spring Boot, Microservices, SQL, RESTful API
Waltham, Massachusetts, United States · Remote OK
$73k–$125k/yr
Job Description This role is fully remote and must be located within the 50 U.S. states. Preference for residence in the Greater Boston Area. Standard working hours are in Eastern Timezone. Semi-annual travel may be requ…
Skills: Process Management, Data Analysis, Database Query Tools, Large Language Models, Google Sheets
Boston, Massachusetts, United States · On-site
$81k–$109k/yr
CRE & Client Solutions Analyst, CoStar Debt Solutions <br> Job Description <br> Job Description - CRE & Client Solutions Analyst CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real…
Skills: Commercial Real Estate Lending, Portfolio Risk Analytics, Client Engagement, Data Mapping, Stress Testing
Boston, Massachusetts, United States · Hybrid
$134k–$202k/yr
Job Description General Summary: The Finance Controller (Senior Manager) is a key member of Vertex’s Chief Operating & Financial Officer (COFO) organization, reporting to the Finance Controller (Director). The role serve…
Skills: Financial Planning & Analysis, US GAAP, SOX Compliance, Strategic Planning, Process Improvement
Massachusetts, United States · On-site
Job Description We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities.…
Skills: Remittance Processing, Item Processing, Written Communication, Oral Communication, Problem Solving
Boston, Massachusetts, United States · On-site
$81k–$109k/yr
CRE & Client Solutions Analyst, CoStar Debt Solutions <br> Job Description <br> Job Description - CRE & Client Solutions Analyst CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real…
Skills: Commercial Real Estate Lending, Portfolio Risk Analytics, Client Engagement, Data Mapping, Stress Testing
Mansfield, Massachusetts, United States · On-site
$24/hr–$33/hr
Work Location: Mansfield, Massachusetts, United States of America Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunit…
Skills: Team Leadership, Operational Excellence, Risk Management, Customer Relationship Management, Sales Strategy
Stockbridge, Massachusetts, United States · On-site
$18/hr–$23/hr
Overview United Community Bank is looking for a full-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position i…
Skills: Retail Sales, Consumer Credit Structuring, Lending Practices, Customer Relationship Management, Financial Wellness Consulting
Marlborough, Massachusetts, United States · On-site
$22/hr–$27/hr
Work Location: Marlborough, Massachusetts, United States of America Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportun…
Skills: Customer Service, Banking Transactions, Financial Advice, Account Opening, Lead Management
Sturbridge, Massachusetts, United States · On-site
$22/hr–$27/hr
Work Location: Sturbridge, Massachusetts, United States of America Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuni…
Skills: Customer Service, Banking Transactions, Financial Advice, Lead Management, Problem Solving
Hartford, Connecticut, United States · Hybrid
$83k–$183k/yr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Financial Planning & Analysis, Forecasting, Budgeting, Variance Analysis, Financial Modeling
Irving, Texas, United States · Hybrid
$69k–$116k/yr
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here…
Skills: People Leadership, Accounts Receivable Management, Credit and Collections, Deduction Recovery, Risk Mitigation
Quincy, Massachusetts, United States · On-site
$24/hr–$32/hr
Work Location: Quincy, Massachusetts, United States of America Hours: 40 Pay Details: $24.25 - $32.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities…
Skills: Financial Expertise, Consultative Advice, Customer Relationship Management, Outbound Sales, Problem Solving
Sturbridge, Massachusetts, United States · On-site
$22/hr–$29/hr
Work Location: Sturbridge, Massachusetts, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuni…
Skills: Customer Relationship Management, Financial Consulting, Sales, Problem Solving, Microsoft Office
Boston, Massachusetts, United States · On-site
$65k–$106k/yr
Paralegal and Officer A Paralegal will generally have at least three years of experience as a paralegal, with a portion of those years in the financial services industry. A Paralegal will have significant responsibility …
Skills: Legal Administration, SEC Filings, Board Meeting Preparation, Corporate Governance, Time Management
Boston, Massachusetts, United States · On-site
About UGG At UGG, a division Deckers Brands, we exist to transform the lives of our customers and each other by sharing our passion and love for UGG. We’re driven by a clear mission: to bring the UGG brand to life throug…
Skills: Retail Store Management, People Development, Financial Planning, Budgeting, Inventory Control
West Springfield, Massachusetts, United States · On-site
$20/hr–$24/hr
Pay Range: (Specific to OHI,DEL,NY,CA,CO,WA,MD,CT,IL,NV,,KY,MI,NJ,ME,MO,MA,MT) $20.43 - $24.41 Hourly About Brink's: The Brink’s Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital r…
Skills: Cash Handling, Inventory Control, Deposit Processing, Account Reconciliation, ATM Processing
Chicopee, Massachusetts, United States · On-site
$22/hr–$27/hr
Work Location: Chicopee, Massachusetts, United States of America Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuniti…
Skills: Customer Service, Banking Transactions, Financial Advice, Lead Management, Problem Solving
North Adams, Massachusetts, United States · On-site
Seeking Independent Contractors to Perform Insurance Property Surveys! Davies Risk Services is looking for independent contractors to perform insurance property Surveys. This is a great opportunity for full-time or part-…
Skills: Property Surveying, Photography, Report Writing, Communication Skills, Basic Computer Skills
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Drive the adoption of investment strategies across priority wealth platforms by engaging financial advisors and platform stakeholders. Manage the sales pipeline and support the progression of strategies from availability to model adoption.
Requires 3-7+ years of experience in asset management or wealth distribution with a strong background in client-facing business development. Must hold Series 7 and 63 licenses.
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.
AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.
Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.
AGF is seeking a Platform Sales professional to support the growth of its U.S. wealth business by driving adoption of investment strategies across priority wealth platforms.
This is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and ETF strategies.
The role is designed for individuals looking to build a career in wealth distribution, with a focus on platform‑centric sales, advisor engagement, and adoption outcomes.
Reporting to the Vice President, Wealth Strategy & Distribution, U.S., this role is an integral part of the Platform Sales function and works in close partnership with senior sales leadership and platform execution resources.
This position will be based in Boston in a hybrid setting.
Platform & Advisor Engagement
Engage financial advisors and platform stakeholders to build awareness and usage of AGF’s investment strategies.
Support outreach and relationship‑building within priority wealth platforms.
Participate in advisor meetings, platform calls, events, and follow‑up activities.
Sales Execution & Pipeline Development
Conduct proactive outreach (calls, meetings, follow‑ups) to develop advisor engagement.
Support the build‑out of an advisor pipeline within assigned platforms.
Contribute to advancement of sales opportunities tied to platform priorities.
Platform Adoption Support
Support the progression of strategies through platform adoption stages:
Available → Recommended → Model → Adoption
Assist with platform initiatives including:
due diligence processes
RFPs and questionnaires
model portfolio evaluations
Help execute initiatives tied to SMA/UMA models, ETFs, and platform programs.
Client & Product Positioning
Support discussions with advisors on:
market conditions
AGF investment strategies and performance
portfolio construction and use cases
Assist in preparing materials and coordinating meetings involving AGF investment professionals.
Collaboration & Market Awareness
Work closely with internal stakeholders across sales, marketing, product, and investment teams.
Maintain awareness of competitor strategies, platform trends, and advisor needs.
Represent AGF at client meetings, industry events, and conferences.
Execution Discipline & CRM
Maintain accurate records of activity, pipeline, and opportunities in Salesforce.
Track engagement and support reporting on platform and advisor activity.
Contribute to a disciplined execution model aligned with platform priorities.
3–7+ years of experience in asset management, wealth management, or investment distribution.
Experience in direct sales or client-facing business development, preferably within asset management, wealth management, or financial advisory channels.
Familiarity with managed accounts (SMA/UMA), model portfolios, or ETFs is preferred.
Strong communication and client engagement skills.
Ability to operate in a fast‑paced, team‑oriented environment.
High level of organization and follow‑through.
Series 7 and 63 licenses are required.
The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.
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No unsolicited agency referrals please.
AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at hr@agf.com so that appropriate arrangements can be made.
# R11309AGF’s alternatives business with capabilities across private credit, private equity, venture capital and absolute return
AGF Capital Partners is AGF Management Limited’s diversified alternatives business with extensive capabilities across both private assets and alternative strategies. Clients benefit from specialized investment expertise combined with the organizational support and breadth of resources of AGF Management Limited. AGF Capital Partners is continually looking to diversify and expand the business’ capabilities and alternatives offerings to meet clients’ evolving needs. *Formerly known as AGF Private Capital
Offices: 81 Bay Street, 39th Floor, Toronto, ON M5J 0G1, CA
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