Felix Canela
Regional Vice President US Offshore And Latam
Miami,FL
Summary
Highly motivated and results-driven Regional Vice President with over 22 years of industry experience and a proven track record in managing US Offshore asset gathering for businesses. Exceptional communication skills and an in-depth understanding of Offshore funds, UCITS ETFs, Separate Accounts, and Alternatives. For the past 8 years, I have focused on U.S. Offshore sales, collaborating with Financial Advisors, RIAs, Family Offices, and Private Banks across North and South America. A dedicated team player with a strong focus on the Latam sales team, consistently achieving and exceeding sales targets.
Overview
20
20
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
Work History
Regional Vice President - US Offshore - Latam
Amundi Asset Management
01.2020 - Current
- I've spearhead client relations with Ultra-High-Net-Worth (UHNW) individuals and private banks, delivering comprehensive economic updates and financial insights.
- I've conduct in-depth presentations and consultations on mutual funds, fund of funds, and ETF offerings to optimize client investment strategies.
- I've developed and implemented a 4-week rotational schedule to meet with clients, averaging 15 to 20 in-person meetings weekly. Currently, I achieve 105% of monthly sales targets with advisors and exceed sales goals for private banks by 300%, ensuring consistent engagement and personalized service to drive sales and strengthen client relationships.
- I've leverage my bilingual proficiency in English and Spanish to effectively communicate with a diverse client base, ensuring clarity and understanding in financial discussions.
- I develop and maintain strong relationships with key stakeholders, enhancing client satisfaction and loyalty through tailored financial solutions and proactive service in Miami US Offshore and Latam.
Hybrid Wholesaler-US Offshore - LATAM
Amundi Asset Management
1 2018 - 12.2019
- I have built strategic Partnerships with Wirehouse financial and Independent advisors in North East, Puerto Rico, Southern Cone, and Miami outskirts through phone contact, office walk-throughs, and industry conferences
- I’ve consecutively exceeded sales with last couple of years, with 2020 being best at Exceeded territory sales growth target by 125% with net sales number of 40% in 2020
- I created annual business plans for around territory I cover and developed support around a four-week rotational schedule to talk to clients
- I have hosted large-scale due diligence meetings in home office to showcase firm and products we offer, held several one-to-one product conference calls that have successfully closed 90% of our business
- I worked on most significant fund convergence in Luxembourg history, finalizing 25 contracts out of 90 locally held contracts
- Furthermore, I updated each of my clients’ paperwork to have them compliant with European laws rules.
- Expanded customer base through targeted marketing strategies and attending industry events.
U.S. Offshore Regional Sales Specialist
Amundi Pioneer
01.2015 - 01.2018
- Teamed up with external wholesalers to connect with clients, run Morningstar report, and identify opportunities
- Dialed 30 – 40 calls with a successful connection of 15 -20 calls per week while managing our team’s book of business
- Assisted in quarterly campaign push of product to either promote or protect our Offshore mutual funds.
International Relationship Manager
Pioneer Investments
01.2007 - 01.2015
- U.S
- Hub Representative: Represent our Client relationship management team from our Boston office, whether with internal colleagues or external clients
- Support and liaise with Relationship Management team, Senior Management, and Consultants in researching operational issues and other ad hoc information as needed
- Providing client support services to existing investors, organizing portfolio manager conference calls & client review meetings; responding to internal and external queries; Attending industry-relevant conferences to promote firm’s products to broader audience
- Excellent time management skills with quick turnaround on any request (KYC, AML, and all client-related info so that we are compliant with what is needed.) Deep understanding of client needs and close contact with key clients
- I work closely with strategic partners, including financial advisors, fund selectors, bankers, cross-sell, driving revenue, deepening client relationships effectively, and increasing client and asset retention
- Work closely with global compliance to ensure that all legal contracts, presentations are Finra compliant
- Excellent presentation skills in Spanish and English with deep knowledge of Core Instruments/ Multi-Asset products/ L/S asset class with addition of long-only funds to best assist our International platform of clients who invest in Offshore vehicles
- Strong understanding of financial instruments, portfolio construction, and building separately managed accounts
- Developed ideas for how to market our Investment vehicles effectively to F.A.’s and Fund managers to decrease redemptions by 15% in 2014 and 2015
- Help build and participated in large-scale conference events such as FIBA and Captive Audience conference, where we promoted Pioneer Offshore funds and Institutional capabilities
- I’ve built rapport with International Colleagues, clients, and our U.S
- Global Strategic Partners through effective and precise communication
- We managed three-quarters of sale cycle with Institutional Pension clients and family offices worldwide to provide them with complete understanding of all our funds and how each one would be best fitted in their specific style box, and what funds would be core or Alpha kickers.
- Built and maintained relationships with new and existing clients while providing high level of expertise
Intern Analyst
Pinnacle Capital Management
01.2005 - 01.2007
- Report performance numbers of equity funds to pensioned clients
- Maintain KYC and AML reports people’s information utilizing Laser Fitch
- Learned how financial office works on day to day basis.
- Analyzed problems and worked with teams to develop solutions
- Prepared project presentations and reports to assist senior staff
Education
Bachelor of Science - Accounting and Finance, Finance
University of Massachusetts, Boston
Boston, MA 09.2004 - 12.2006
Skills
Microsoft Office
Word
Excel
Access
PowerPoint
Outlook
Bloomberg
Satuit CRM
Sales Page
Morningstar Direct and Report Portal
Black Rock Aladdin Investment Reporting system
Sales management
Certification
FINRA Series 7
Affiliations
- Association Latino Professional Finance Accounting ALPFA: Building Latino Business Leaders.
- Miami Youth Soccer coach ages 9-13 for I9 Sports
Soccer Coach for U-12
Manage a U-12 soccer team, teaching children fundamental sports skills and encouraging active play away from electronics.
Timeline
Regional Vice President - US Offshore - Latam
Amundi Asset Management
01.2020 - Current
U.S. Offshore Regional Sales Specialist
Amundi Pioneer
01.2015 - 01.2018
International Relationship Manager
Pioneer Investments
01.2007 - 01.2015
Intern Analyst
Pinnacle Capital Management
01.2005 - 01.2007
Bachelor of Science - Accounting and Finance, Finance
University of Massachusetts, Boston
09.2004 - 12.2006
Hybrid Wholesaler-US Offshore - LATAM
Amundi Asset Management
1 2018 - 12.2019
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