AGF Management Limited
The Associate, Wealth Solutions (West) supports the development and execution of AGF Capital Partners' distribution strategy for retail and high net worth investors in the West region. This role involves conducting high-volume prospecting through cold calls and emails, managing existing client relationships, and assisting with due diligence requests. The position requires collaboration with senior team members to identify new sales opportunities and support business development efforts.
AGF brings a disciplined approach to delivering excellence in investment management including mutual funds and ETFs. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AGF Management Limited.
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