Business Development Associate

PenderFund Capital Management is an independent, employee-owned investment firm seeking a Business Development Associate to support their Sales Team. The role involves providing logistical support, maintaining client records, and assisting with sales activities to drive results both individually and as part of a team.

Responsibilities

• Providing support to territory wholesalers through:
• Scheduling client meetings, events, branch meetings and presentations; coordinating associated logistics such as venue booking and delegate management
• Ensuring all teams have the most up-to-date marketing materials and presentations
• Organizing recognition and sponsorship, including gifts and merchandise
• Preparing daily sales reports
• Maintaining accurate client records in the CRM; filtering and cutting data according to sales events, campaigns and updating daily activities
• Preparing expense claims for certain team members
• Quarterbacking for the entire sales team; being a contact point for inbound enquiries to both general email and phone lines and redirecting enquiries to appropriate salespersons accordingly
• Occasionally representing Pender at branch visits and presentations, client seminars, road shows, and conferences
• Maintaining a comprehensive understanding of Pender’s funds and industry trends in the market, and related considerations for advisors and their investors

Skills

• Undergraduate degree in business, finance, or related field
• Excellent communication skills, both written and verbal; professional telephone manner
• Excellent interpersonal and organizational skills
• Ability to work well under pressure
• Ability to work independently and to be a great team player
• Superior customer service skills
• Strong organizational and problem-solving skills
• Keen attention to detail
• Excellent proficiency with Microsoft Office particularly Word, Excel, Outlook, PowerPoint and SharePoint
• Completion of the Canadian Securities Course or willingness to complete within one year
• Knowledge of the securities industry, particularly of stock and bond markets and how they relate to funds
• Knowledge of Salesforce.com a strong asset

Benefits

• Benefits package
• Competitive base
• Bonus
• Ongoing training to develop market and product knowledge and sales skills
• Opportunities for ongoing professional development and career advancement

Company Overview