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 coordinating client meetings, maintaining marketing materials, and managing client records while providing exceptional customer service and organizational support.

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