JORDAN MARIE GREEN
Calgary,Canada
Summary
Dynamic financial sales professional with a background in brand and marketing strategy, dedicated to driving revenue growth and fostering lasting investor relationships. Performance-driven sales leader with a proven track record of success over a nine-year career in financial sales. Expertise in identifying key drivers of financial success, client satisfaction, and long-term client retention. Adept at crafting integrated strategies to expand sales, elevate fund positioning, and secure influential market endorsements. Strong persuasive abilities, excellent presentation skills, and talent for cultivating high-value partnerships, making a measurable impact in competitive financial markets.
Overview
19
19
years of professional experience
Work History
Regional Vice President of Sales, East
Invico Capital Corporation
11.2024 - Current
- Managed financial performance by setting budgets, monitoring expenses, and identifying areas for improvement.
- Spearheading hiring initiatives for all wholesalers, ensuring top talent acquisition and seamless integration into company culture.
- Designing and implementing company-wide onboarding and training practices, enhancing efficiency and consistency across all teams.
- Leading insider training programs, fostering deep product knowledge and sales expertise among team members.
- Driving institutional strategic account onboarding, ensuring smooth transitions and strong client relationships.
- Achieved 35% of the $37M target as of March 31, 2025, demonstrating strong progress in revenue generation and market expansion.
Director of Sales
Invico Capital
06.2023 - 11.2024
- Formulate and execute comprehensive sales strategies to drive revenue growth and market expansion.
- Cultivate and maintain strong relationships with key clients, ensuring high levels of customer satisfaction and retention.
- Conduct thorough market research and analysis to identify new business opportunities and stay ahead of industry trends.
- Establish and monitor sales performance metrics, providing regular reports and insights to senior management.
- Manage sales budgets, ensuring efficient allocation of resources and maximizing ROI.
- Successfully expanded market presence into Quebec and Manitoba resulting in net new accounts and sales.
- 2023 net new salesperson of the year.
Associate Director of Sales
Invico Capital
07.2022 - 06.2023
- Worked closely with marketing, product development, and customer service teams to align sales strategies with overall business objectives.
- Secured 23 new high-value clients, contributing to significant revenue growth.
- Ensured all sales activities complied with industry regulations and company policies.
- Assisted in the training and development of sales team members, enhancing their skills and performance.
- Prepared and analyzed sales reports, providing insights and recommendations to senior management.
- Managed relationships with key clients, ensuring their needs were met and identifying opportunities for upselling and cross-selling.
Regional Sales Manager
Newlook Capital
07.2019 - 02.2022
- Exceeded targets by building, directing and motivating a high-performing sales team.
- Presented industry specialized alternative investment offerings at industry trade shows and client-sponsored events.
- Created effective marketing campaigns to reinforce branding initiatives and maximize outreach.
- Worked to enhance the Newlook network by identifying and pursuing new leads, attending industry events and building a rapport with clients.
- Proactively managed client correspondence and recorded all tracking and communications.
- Leveraged proven sales methods to increase revenue and surpass sales objectives.
- Expanded YOY capital raised by $6.9M in 2020 and $5.3M as of June 1, 2021, resulting in capital increase of $12.2M in 21 months.
- Secured new accounts by targeting senior and executive levels and secured funding for future initiatives.
- Raised $40M in retail capital in 2021, resulting in a 42.5% increase from 2020.
Client Services Professional
Olympia Trust Company
07.2017 - 07.2019
- Managed and maintained existing client base and developed new client relationships.
- Devised and executed business development strategies such as content marketing, cold-calling and networking to attract and acquire new clients.
- Scheduled sales visits in assigned territories.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
- Collaborated with sales and marketing departments to support business objectives and client acquisition.
General Manager Designate
Moxie's Grill & Bar
03.2014 - 01.2017
- Oversaw daily business activities, ensuring smooth operations and maximum profitability.
- Managed multi-disciplinary team of 120 staff, ensuring delivery of high-quality customer service.
- Performed inventory stock management and negotiated favorable terms with suppliers.
- Developed and implemented social media strategy for Montreal restaurant opening to generate awareness for the brand and inspire curiosity.
- Held face-to-face meetings with local businesses to introduce the Moxie's brand and extend personal invitations to high profile community members.
- Planned and executed all large parties and corporate bookings.
- Developed and managed hotel and concierge program.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Provided staff members with the support and training required to achieve top client satisfaction.
Marketing And Communications Officer
Firedog Communications
04.2012 - 01.2014
- Reporting to CEO, developed integrated approaches to increase client sales, product awareness and brand image.
- Worked with clients to develop internal and external communication programs that engaged publics, enhanced reputations, improved relationships, and positively influenced perceptions.
- Developed and implemented comprehensive marketing plans that increased client opportunities for success in diverse markets.
- Created unique copy and web content for a variety of clients.
- Created and coordinated targeted media buys for a wide range of businesses and organizations.
- Generated and distributed media advisories and releases to gain exposure and community support for a variety of clients, events and products.
Media Sales Executive
S.M.A.R.T Advertising
01.2006 - 01.2007
- Contacted potential clients to describe advertising opportunities.
- Usually in the form of cold calling over the telephone but often involved face to face contact at presentations, meetings and business lunches or dinners.
- Arranged for the design and placement of client advertising.
- Explained pricing and fees to potential clients and negotiated a fee if necessary.
- Managed clients’ needs to ensure approval and satisfaction of services provided.
- Prospected for new business through networking events, cold-calling, national and local trade associations and social media, increasing overall sales 32%.
Education
CFA Level 1 Candidate -
02.2024
Public Relations/Business Marketing Graduate Diploma -
Concordia University
Montreal, QCBusiness Marketing Diploma - Dean’s Honour List
Algonquin College
Ottawa, ONSkills
- Strategy development
- Forecasting
- Database Management
- Client and stakeholder relations
- Strategic account development
- Direct sales
- Public speaking
- New Business Development
- Dealer relationships
- Relationship building and retention
- Prospect targeting
- Performance metrics analysis
- Graphic design (Adobe Creative)
- Bilingual – French and English
Accomplishments
- Named an Excellence Awardee in the Wholesaler of the Yearcategory by Wealth Professionals, acknowledging outstanding sales achievements.
- Top Sales & Top Net New Sales performer at Invico in both 2023 and 2024.
- Honored with "The Be Positive" Award at Olympia in 2019, reflecting leadership and optimism in the workplace.
- Invited as a panelist for the Women and Money Montreal International Women’s Day Annual Event in 2024, contributing insights on industry trends and professional growth.
Languages
French
Full Professional
Timeline
Regional Vice President of Sales, East
Invico Capital Corporation
11.2024 - Current
Director of Sales
Invico Capital
06.2023 - 11.2024
Associate Director of Sales
Invico Capital
07.2022 - 06.2023
Regional Sales Manager
Newlook Capital
07.2019 - 02.2022
Client Services Professional
Olympia Trust Company
07.2017 - 07.2019
General Manager Designate
Moxie's Grill & Bar
03.2014 - 01.2017
Marketing And Communications Officer
Firedog Communications
04.2012 - 01.2014
Media Sales Executive
S.M.A.R.T Advertising
01.2006 - 01.2007
Public Relations/Business Marketing Graduate Diploma -
Concordia University
Business Marketing Diploma - Dean’s Honour List
Algonquin College
CFA Level 1 Candidate -
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