Summary

The Business Development Associate , contributes to the success of the company’s business development and client servicing activities by communicating with the company’s clients, consultants and prospects while providing administrative support to the Regional Directors on the Managed Assets team.

Key Responsibilities

• Proactively and confidently engage investment advisors in detailed conversations regarding our investment strategies, our peers, and capital markets.
• Promptly respond to requests and inquiries. Research and resolve issues accurately and document all relevant communications via our CRM database.
• Partner with Regional Sales Directors to develop and nurture relationships with investment advisors from across Canada:
• Support the Regional Sales Directors in an analytical capacity - prepare product comparisons and competitor research as requested.
• On a weekly basis, alert Regional Sales Directors to significant sales and redemptions.
• Participate in sales meetings.
• Contribute sales ideas to help grow our business.
• Regularly generate asset and sales reports for internal reporting purposes.
• Co-ordinate the production of monthly mutual fund/SMA wrap profiles and updates.
• Execute monthly e-mail campaigns through our email marketing platform.
• Regularly maintain our CRM database.
• Regularly maintain our website’s Advisor Portal .
• Stay up to date on our investment strategies and be cognizant of current events in the capital markets.
• Build effective relationships with internal and external stakeholders.
• Provide input to Marketing about investment product collateral.
• Participate in industry and intermediary events to enhance our presence in the marketplace.
• Adhere to all compliance, regulatory, and legal guidelines.

Requirements

• Undergraduate degree in business or finance and general knowledge of financial industry
• 1-3 years of financial services experience considered an asset
• Proficiency in MS Office Suite: Outlook, Excel, Word, PowerPoint
• Proficiency in CRM Satuit database, eVestment, IC Research and Dakota Marketplace considered an asset
• Very strong attention to detail
• Strong communication skills
• Demonstrated initiative and ability to multitask and prioritize

?This posting is for a current vacancy on our Managed Assets team. To apply, send your resume to

If you require any accommodations during the recruitment process, please email us at A member of our HR team will reach out to you.