Investly Business Development Associate - Calgary
Core
Drive user acquisition and funded investor growth for Investly, Fidelity's guided investing app, by securing sponsorships, executing sales initiatives, and hosting client events.
Role type
Business Development Associate (Financial Services)
Builds
Investly app user base and funded investor accounts
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
prospecting, relationship building, event planning, CRM management, data analysis, presentation skills, upselling, cross-selling, MS Office proficiency
Preferred skills
experience with Salesforce, knowledge of personal finance concepts
Responsibilities
Identify and secure sponsorship opportunities with local organizations; gather and analyze regional market trends and user data; perform outbound sales calls and emails to support acquisition; book and coordinate meetings with prospective clients; host and manage client events; create and support marketing materials for client meetings
Seniority
Entry-level to Junior, individual contributor