Business Development Associate, Managed Assets
Permanent Hybrid | Toronto, ON
Compensation Range
$70K - $75KCompensation will be determined based on the successful candidate's experience, skills, and qualifications, and may also be influenced by internal equity and market conditions.
+ Commission
Description
- Support a Regional Director by fulfilling an inside sales role including structured outreach, advisor engagement, meeting setting and opportunity tracking. (80%)
- Assume primary responsibility for a dedicated list of mutual fund-focused advisor assets, providing a unique opportunity to own and grow a discrete book of business. (20%)
- Participate in an enhanced compensation model that recognizes this expanded ownership through commensurate incentive alignment, while accelerating professional development through greater accountability, commercial exposure, and closer partnership with Regional Directors.
- Proactively and confidently engage clients in detailed conversations over the telephone and virtually regarding our strategies, and capital markets.
- Promptly respond to client requests and inquiries. Research and resolve issues accurately and document all relevant communications via our CRM database. This includes responding to all inquiries received via e- mail, telephone, and fax.
- 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.
- Regularly maintain our CRM database.
- Stay up to date on our investment strategies and be cognizant of current events in the capital markets.
- Build effective relationships with internal/external stakeholders.
- Occasionally, participate in financial industry and client events to grow our presence in the marketplace.
- Adhere to all compliance, regulatory, and legal guidelines.
Qualifications
- 3+ years of experience in the asset management industry.
- 2+ years in a client facing role, successfully building long-term professional relationships with clients.
- Strong sales acumen.
- Investment knowledge/ capital markets interest.
- Strong verbal and written communication skills.
- Thrive within a goal-oriented team environment.
- Driven, ambitious and proactive individual with a strong desire to succeed.
- Pursuing the CSC or CIM is preferred.
- Proficient in Outlook, Excel, Word, PowerPoint.
- Ability to effectively work with complex data.
- Hands-on experience with CRM software.
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+ Commission
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