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
PenderFund Capital Management is an investment firm that aims to create value for investors by generating superior risk-adjusted returns. It was founded in 2003, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 51-200 employees. Its website is http://www.penderfund.com.