Business Development Associate Toronto
Business Development Associate Toronto
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Job Description
Great Place to WorkBest Workplaces with Most Trusted Executive TeamsBest Workplaces in Financial Services & InsuranceBest Workplaces for Mental WellnessBest Workplaces for Giving BackBest Workplaces for Inclusion 2024 Best Workplaces in Ontario 2024
One of Canadas Most Trusted Investment Brands.
At Picton Mahoney Asset Management being alternative isnt just what we doits who we are.
Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100 employeeowned and deeply committed to delivering results for our clients.
Thinking Alternatively is in Our DNA.
With a team of 160 bold thinkersonethird dedicated solely to investment managementwe are specialists not generalists. Managing $13.6 billion for institutional and retail clients we navigate markets with conviction resilience and a forwardthinking approach.
Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
Our success is built on four guiding principles:
- Treat investors money like our own.
- Redefine the way investors invest.
- Be humanalways approachable.
- Succeed together one investment at a time.
These arent just wordsthey define how we think how we invest and how we work.
Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracyfree environment join us and be part of whats next.
Thriving in Our Entrepreneurial Culture
At Picton Mahoney youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performancebased bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.
The Opportunity
Your sales career at Picton Mahoney begins with the role ofBusiness Development Associate (BDA) a foundational position that sets the stage for a rewarding career in sales within one of Canadas most dynamic and entrepreneurial asset management firms!
As a BDA youll have the opportunity to lead learn and grow playing an essential role in supporting territory sales strategies and driving meaningful advisor engagement. Youll be on the front lines of business development contributing directly to pipeline generation event and strategic advisor outreach all while honing your skills in a fastpaced performancedriven environment.
To support your success Picton Mahoney offers robust training and ongoing development giving you the tools mentorship and exposure needed to build your path toward a future wholesaling or leadership role.
This is more than just a stepping stone its your opportunity to be part of a highperforming team gain exposure to innovative products and strategies and make an impact from day one!
Youll have the opportunity to learn and lead:
Advisor Engagement & Sales Enablement
- Partner closely with a team of Inside Sales Representatives and Wholesalers to support daily operations across designated territories.
- Proactively schedule advisor meetings to support the territorys sales strategy and drive engagement across channels.
- Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through to maximize opportunities.
- Support and drive accountability within the territory and ensure sales activities remains timely personalized and compliant.
Sales Culture & Performance Contribution
- Participate in sales generating incentive programs tied to meeting bookings advisor engagement and pipeline contribution.
- Contribute to advisor outreach through evolving tools and channels including video outreach platforms (e.g. Video messaging) which will form part of future performance KPIs.
- Act as a key territory contact and collaborate closely with wholesalers product teams and marketing partners.
Events & Campaign Support
- Coordinate advisor events webinars and sponsorship initiatives in collaboration with marketing and compliance teams.
- Liaise with internal stakeholders to ensure events align with brand expectations budget and business priorities.
CRM Reporting & Compliance
- Maintain CRM data with a high level of accuracy and integrity supporting realtime insights and sales performance metrics.
- Ensure all activity complies with internal sales practices and regulatory guidelines (e.g. NI 81105.
Sales Administrative & Operational Support
- Assist with calendar coordination meeting logistics expense processing and internal documentation.
- Support broader sales initiatives and special projects as needed to ensure territory and national goals are met.
What were looking for
- 13 years of experience in a sales financial services or clientfacing role; experience within asset or wealth management is a strong asset.
- CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred.
- Postsecondary education in Business Finance Economics or a related discipline.
- Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office Suite.
- Highly organized selfmotivated and eager to learn and grow within a competitive fastpaced industry.
- Strong written and verbal communication skills with a clientcentric approach.
- A collaborative mindset with the ability to thrive in a dynamic team environment.
- Bilingual in English and French is a strong asset.
Our Commitment to Employees
At Picton Mahoney Asset Management we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts VersaFi memberships (formerly Women in Capital Markets) Picton Wealth investment counseling and portfolio management services volunteer and charitable donation matching maternity and parental leave topup recognition awards semiannual performance bonuses a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.
These offerings are designed to support your career growth wellbeing and overall success. Join us and thrive in an environment that values and invests in you!
Picton Mahoney Asset Management is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national origin. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources ator at.
Picton Mahoney Asset Management does not accept unsolicited resumes emails calls or any other form of communication from thirdparty recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.
Job Posting Closing Date: Monday April 21st at 5:00 PM EST
Please note that while we carefully review each application only those candidates selected for further consideration will be contacted. We wish you all the best in your job search and future endeavors.
Required Experience:
Manager
Employment Type
Full-Time
