Business Development Associate
Core
Partner with the sales team to achieve sales targets by developing territory needs, participating in business development initiatives, and working directly with advisors.
Role type
Business Development Associate (Wholesaling)
Builds
Annual territory business plans, fund proposals, and e-marketing campaigns
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Relationship building, business plan development, report preparation, event coordination, meeting scheduling, budget management, policy guidance
Preferred skills
Canadian Securities Course (CSC) or IFIC, mutual fund/brokerage experience, Salesforce, SAP Concur
Technologies
Microsoft Office (Word, Excel), Salesforce, SAP Concur, mass email tools
Responsibilities
Build and maintain relationships with advisors and internal partners; Provide input into annual territory business plans; Assist in preparing reports and fund proposals; Coordinate corporate and social events; Act as main point of contact; Schedule meetings for District Vice President; Manage territory budgets; Facilitate weekly team meetings; Lead Portfolio Manager access requests; Plan and implement events; Execute e-marketing campaigns; Provide guidance on internal policies and regulations
Seniority
Individual Contributor