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Business Development Associate
Business Development AssociatePicton Mahoney Asset Management • Vancouver, British Columbia, Canada
Business Development Associate

Business Development Associate

Picton Mahoney Asset Management • Vancouver, British Columbia, Canada
30+ days ago
Job type
  • Full-time
Job description

Best Workplaces in Canada 2020 - 2025 Best Workplaces with Most Trusted Executive TeamsBest Workplaces in Financial Services & Insurance 2020 - 2025 Best Workplaces for Mental Wellness 2023 - 2025 Best Workplaces for Giving BackBest Workplaces for InclusionBest Workplaces for Women 2021 Best Workplaces in OntarioBest Workplaces for Professional Development

One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments) being alternative isnt just what we doits who we are.

Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independentprivately run 100% employee-owned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 203 bold thinkersone-third dedicated solely to investment managementwe are specialists not generalists. Managing $16.6 billion for institutional and retail clients we navigate markets with conviction resilience and a forward-thinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission : To bring greater certainty to investors.

Our success is built on four guiding principles :

  • Treat investors money like our own.
  • Redefine the way investors invest.
  • Be humanalways approachable.
  • Succeed together one investment at a time.

These arent just wordsthey define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracy-free environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performance-based bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

The Opportunity

Your sales career begins here. PICTON Investments is currently looking for a Business Development Associate (BDA) a foundational role that sets the stage for a rewarding career in sales within one of Canadas most dynamic and entrepreneurial asset management firms.

As a BDA youll have the opportunity to lead learn and grow playing an essential role in supporting territory sales strategies and driving meaningful advisor engagement. Youll be on the front lines of business development contributing directly to pipeline generation event execution and strategic advisor outreach all while honing your skills in a fast-paced performance-driven environment.

To support your success PICTON Investments offers robust training and ongoing development giving you the tools mentorship and exposure needed to build your path toward a future wholesaling or leadership role.

This is more than just a stepping stone its your opportunity to be part of a high-performing team gain exposure to innovative products and strategies and make an impact from day one!

The expected annual base salary for this role is $50000 $60000 with the final number depending on your experience skills and education. On top of that youll be eligible for our discretionary bonus program.

At Picton being employee-owned means we really take care of our team. Eligible employees get access to a full benefits package including profit sharing health and wellness coverage life and disability insurance paid time off and holidays learning and development programs and more many of which are fully covered or subsidized by us.

Youll have the opportunity to learn and lead :

Advisor Engagement & Sales Enablement

  • Partner closely with a team of Inside Sales Representatives and Wholesalers to support daily operations across designated territories.
  • Proactively schedule advisor meetings to support the territorys sales strategy and drive engagement across channels.
  • Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through to maximize opportunities.
  • Support and drive accountability within the territory and ensure sales activities remains timely personalized and compliant.
  • Sales Culture & Performance Contribution

  • Participate in sales generating incentive programs tied to meeting bookings advisor engagement and pipeline contribution.
  • Contribute to advisor outreach through evolving tools and channels including video outreach platforms (e.g. Video messaging) which will form part of future performance KPIs.
  • Act as a key territory contact and collaborate closely with wholesalers product teams and marketing partners.
  • Maintain consistent daily outreach targets across outbound calls emails and advisor touchpoints to support territory growth and meeting generation
  • Measure success through core activity and outcome metrics including conversations meetings booked and qualified pipeline promotions
  • Events & Campaign Support

  • Coordinate advisor events webinars and sponsorship initiatives in collaboration with marketing and compliance teams.
  • Liaise with internal stakeholders to ensure events align with brand expectations budget and business priorities.
  • CRM Reporting & Compliance

  • Maintain CRM data with a high level of accuracy and integrity supporting real-time insights and sales performance metrics.
  • Ensure all activity complies with internal sales practices and regulatory guidelines (e.g. NI 81-105).
  • Sales Administrative & Operational Support

  • Assist with calendar coordination meeting logistics expense processing and internal documentation.
  • Support broader sales initiatives and special projects as needed to ensure territory and national goals are met.
  • What were looking for

  • 13 years of experience in a sales financial services or client-facing role; experience within asset or wealth management is a strong asset.
  • CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred.
  • Completion of a post-secondary education in Business Finance Economics or a related discipline.
  • Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office Suite.
  • Highly organized self-motivated and eager to learn and grow within a competitive fast-paced industry.
  • Strong written and verbal communication skills with a client-centric approach.
  • A collaborative mindset with the ability to thrive in a dynamic team environment.
  • Bilingual in English and French is a strong asset.
  • Our Commitment to Employees

    At PICTON Investments we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts VersaFi memberships (formerly Women in Capital Markets) Picton investment counseling and portfolio management services volunteer and charitable donation matching maternity and parental leave top-up recognition awards semi-annual performance bonuses a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.

    These offerings are designed to support your career growth well-being and overall success. Join us and thrive in an environment that values and invests in you!

    PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at .

    PICTON Investments does not accept unsolicited resumes emails calls or any other form of communication from third-party recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

    Please note : We use AI-assisted tools to support parts of our recruitment process including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.

    Required Experience :

    Junior IC

    Key Skills

    Revenue Growth,Customer Services,Business Analysis,Business Administration,Account Management,Business Management,Database,Business Operations,Business Sales,Salesforce,Market Research,Product Management,Client Services,Business Relationships,Sales Process

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 50000 - 60000

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