Business Development Associate

2 weeks ago

Montreal, Quebec, Canada Applied Research Investments Full time
Business Development Associate position at a boutique investment management firm focused in Global Equities.

Business development

  • Create a technology platform that combines multiple software for online Customer acquisition.
  • Help complete business development and client questionnaires, update and maintain marketing documents, maintain external databases, and conduct competitive analyses.
  • Update CRM and leads on a daily basis, and follow ups. Make sure database is accurate and up to date.
  • Produce monthly lead, activity and call reports
  • Assist with preparation of Marketing Material, quarterly updates
  • Conduct Marketing research through industry publications
  • Assist with lead generation activities in coordination with marketing
  • Assist in working scheduling virtual events
  • Help develop and deepen partnership opportunities with qualified investors including RIAs, qualified private and institutional clients, consultants to generate revenue and meet sales goals.
  • Support marketing and fund raising across all channels, Strategic Accounts, prospective clients and Marketing to ensure alignment around business strategy, capitalize on opportunities and overcome specific challenges
  • Collaborate with other members of team to employ a teamoriented approach and a thoughtful and consistent marketing, fundraising and client servicing strategy
  • Maintain databases
  • Ensure collaboration different groups within the organization and help implement state of the art fund raising process and client servicing across all distribution channels.

Client servicing

  • Handle client onboarding. Insure all required documents are sent/received. File electronically and physically.
  • Promptly and adequately respond to client leads.
  • Assist in monthly and quarterly reporting requirements
**Ad Hoc Projects

  • Assist CEO and other team members*
  • Help Manage expense budget, and handle other operations, compliance and administrative functions effectively
  • Adhoc projects including HR, accounting.
  • Ensure the office runs smoothly.
  • Review contracts client contracts, service provider contracts.
  • File documents and maintain appropriate recordkeeping.
  • Order supplies and manage service providers.
  • Handle Operations meetings. Prepare/conduct/Follow up.

Competencies for Success:

  • Strong Work Ethics and Interest in investments and capital markets
  • Excellent organizational skills
  • Excellent written and verbal communication skills
  • Team player
  • Attention to detail
  • Strong quantitative skills with a proven ability to analyze data, and incorporate findings refining processes
  • Demonstrate ability to build strong relationships and execute
  • Excellent listening skills with a natural inclination to focus on client needs
  • Paralegal experience preferred but not required.
  • Secondary degree with a minimum of two years' experience with a Financial Institution or Undergraduate degree required, with a strong record of academic achievement; Series 7 & 63 preferred but not required; industry designations preferred but not required

Education and experience requirements:

  • At least 3 years of technology, online customer acquisition marketing experience.
  • Knowledge of Microsoft Office suite, Adobe Acrobat.
  • Ability to learn new systems.

Qualifications:

  • Flexible to travel. Our client has multiple office locations.
  • Highly organized with a strong work ethic.
  • Excellent written and verbal communication skills
.

  • Ability to adapt to a dynamic environment.
  • Ability to multitask and take on new responsibilities.
  • Professionalism, integrity and discretion.
  • Autonomy, good judgment, and attention to detail.

Salary and Benefits
Salary will reflect qualifications and experience.

Benefits:
Vacation

Job Types:
Full-time

Additional pay:

  • Bonus pay

Benefits:

  • Paid time off

Schedule:

  • Monday to Friday, 8:00 18:00

Work remotely:

  • No

Job Types:
Full-time
, Permanent

Pay:
From $40,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Paid time off

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Montréal, QC: reliably commute or plan to relocate before starting work (preferred)

Education:

  • Bachelor's Degree (preferred)

Experience:

  • Financial services: 3 years (required)

Willingness to travel:

  • 25% (preferred)

Work Location:
In person

  • Business Development Associate

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job Title: Business Development Associate at RBC Global Asset ManagementJob Description:Opportunity Overview:As a Business Development Associate (BDA) within the Advisor Channel Sales (ACS) team at RBC Global Asset Management (RBC GAM), you will play a crucial role in providing pre- and post-sales planning, support, and relationship management. Working...

  • Associate, Bdc Thrive Venture Fund

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Associate, Deep Tech Venture Fund

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Business Analyst

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Business Development Associate

    2 weeks ago

    Montreal, Quebec, Canada Alliance Group & Staffing Full time

    We are looking for an experienced Business Development Associate for our client located in Montreal. The company is in the business of Telemarketing.Responsibilities: Identify and explore new business opportunities through market research, online networking, and lead generation. Build and maintain strong relationships with clients and key stakeholders...

  • Business Development Associate

    2 weeks ago

    Montreal, Quebec, Canada National Bank of Canada Full time

    Primary Locations:Montreal, Quebec**:Attendance:Hybrid**:Employee Status:Regular**:Schedule:Full-time**:This position is based in Montreal.The Business Development Associate reports to the Senior Manager, Internal Sales: National Bank Investments. Please note that there are 2 positions to be filled: 1 permanent and 1 temporary minimum 12 months.Your role:...

  • Business Development Associate

    2 weeks ago

    Montreal, Quebec, Canada Slalom Consulting Full time

    *English follows***Associé(e) en développement des affaires et ventes - (juin - septembre, contrat d'été)**Slalom est une société de conseil moderne axée sur la transformation de la stratégie, de la technologie et des affairesNotre objectif est d'offrir une expérience pratique en consultation dans le monde réel, où les étudiants aiment leur...

  • technology business advisor

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    TECHNOLOGY BUSINESS ADVISOR (PROJECT LEAD), BDC ADVISORY SERVICES page is loaded TECHNOLOGY BUSINESS ADVISOR (PROJECT LEAD), BDC ADVISORY SERVICES Apply locations Montreal time type Full time posted on Posted 2 Days Ago job requisition id R-5430 We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled...

  • Business Development Associate

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management. BDAs contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and Business...

  • Commercial Account Manager Small Business

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Business Analyst

    2 weeks ago

    Montreal, Quebec, Canada BELL BUSINESS MARKETS Full time

    Req Id: 410019At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world.If you're ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on the Bell...

  • Business Development Internship

    2 weeks ago

    Montreal, Quebec, Canada Amoura Development Company, Inc. Full time

    Premium Merchant Funding (PMF) is a dynamic and rapidly growing Wall Street based funding company dedicated to supporting Small and Medium-sized Businesses (SMBs) in achieving their financial goals. With offices in the US (NYC, LA, Miami, Detroit, etc.) and Canada (Montreal, Toronto) we specialize in providing customized funding solutions through traditional...

  • Assistant Vice President, Business Performance and

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Business Development Associate

    2 weeks ago

    Montreal, Quebec, Canada CIBC Full time

    CIBC - Business Development/Prospecting Specialist - Wood Gundy - Bilingual ASAP Early Career, Full Time CIBC's Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele.As a Business Development specialist, you will work closely with a successful team of Investment Advisor in our Wood Gundy brokerage within a...

  • Business Advisor, High Impact Firms

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    No other bank is doing what we do.At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We're devoted to Canadian entrepreneurs. We're also dedicated to our employees. Adaptable. Inspiring. Different. There's a...

  • Business Development Associate Mentorship

    2 weeks ago

    Montreal, Quebec, Canada Fuze Logistics Services Inc Full time

    **Business Development Associate Mentorship Program - Permanent Position - Montreal Office**Fuze Logistics is a growing leader within the 3PL transportation space, with offices across North America. Fuze is quickly establishing themselves as a provider of choice across small mom & pop companies, all the way up to Fortune 500...

  • SOFTWARE ENGINEERING SPECIALIST – iSeries/AS400 Analyst/Developer

    2 weeks ago

    Montreal, Quebec, Canada Business Development Bank of Canada Full time

    SOFTWARE ENGINEERING SPECIALIST – iSeries/AS400 Analyst/developer page is loaded SOFTWARE ENGINEERING SPECIALIST – iSeries/AS400 Analyst/developer Apply locations Montreal time type Full time posted on Posted 2 Days Ago job requisition id R-5420 We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and...

  • Business Coach

    2 weeks ago

    Montreal, Quebec, Canada Puzzle Business Services Full time

    Puzzle Business Services (PBS) is a business coaching and consulting firm located in the Greater Montreal Metropolitan Area. Our mission is to empower businesses to achieve their full potential through expert coaching and innovative strategies. This is a full-time hybrid role for a Business Coach at Puzzle Business Services. As a Business Coach, you will be...

  • Business Coach

    2 weeks ago

    Montreal, Quebec, Canada Puzzle Business Services Full time

    Company Description Puzzle Business Services (PBS) is a business coaching and consulting firm located in the Greater Montreal Metropolitan Area. Our mission is to empower businesses to achieve their full potential through expert coaching and innovative strategies. Role Description This is a full-time hybrid role for a Business Coach at Puzzle Business...

  • Business Development Representative, Associate

    2 weeks ago

    Montreal, Quebec, Canada St-Amour & Associates, Senc. Full time

    Business Development Consultant - St-Amour Research Make a new search Apply now View Ontario offers Business Development Consultant Employment Permanent Date display: Pharmaceutical and medical Sales Our client is a global AI-based drug discovery company that develops software that generates target identification and prediction of clinical trial...