3 Days Left Senior Associate, Institutional Sales and Service

3 weeks ago

Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time
PenderFund Capital Management Ltd ("Pender") is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 70 people by seeking out and hiring the most qualified, talented, and experienced people.

We are seeking a Senior Associate, Institutional Sales and Service, based in our Vancouver or Toronto office, who will play a key role supporting the sales team headed by the VP of Institutional Sales and Service. The successful candidate will have experience working with institutions and have an entrepreneurial drive to develop and strengthen relationships with a diverse clientele of sophisticated investors and prospects, including Family Offices, Foundations, Endowments, Pensions, and Consultants. This is an excellent opportunity for someone that enjoys working collaboratively and is looking to deepen their expertise in institutional sales and service.

Main Responsibilities include:

- Client & Consultant Relationship Support – Serve as a key support contact for institutional clients and investment consultants, ensuring timely responses to inquiries and requests.
- RFP, DDQ & Due Diligence Oversight – Lead RFP, DDQ, and other due diligence processes ensuring accuracy, timeliness, and alignment with client needs.
- Sales & Marketing Material Customization – Work with the sales and marketing teams to refine and tailor pitchbooks, investment proposals, and other collateral for institutional prospects.
- Pipeline & CRM Management – Maintain accurate records of prospects and client interactions, sales pipeline updates, and engagement metrics within the CRM system.
- Meeting Preparation & Execution – Support senior sales team members in preparing for client and consultant meetings, drafting briefing materials, and ensuring follow-up actions are completed.
- Event & Conference Representation – Attend industry conferences, client meetings, and networking events to enhance the firm's presence and maintain relationships with institutional investors.
- Internal Coordination with Investment & Product Teams – Collaborate with portfolio managers, product specialists, and marketing teams to ensure accurate and effective communication of investment strategies.
- Market & Competitive Analysis – Track industry trends, competitor activity, and market developments to provide insights that support business development efforts.
- Client Reporting & Investment Updates – Assist in the preparation and delivery of client reports, investment performance updates, and other client communication materials.
- Process Improvement & Best Practices – Identify opportunities to enhance workflows, improve efficiencies in client servicing, and support institutional sales initiatives through innovation and best practices.

Skills and Qualifications:

- 4 to 6 years experience in institutional client support
- A post secondary education
- CFA, CIM or working toward designation preferred
- Familiarity with consultant databases is an asset
- Excellent verbal and written communication skills
- Superior client service skills
- Excellent problem solving and analytical skills
- Ability to work independently and to be a great team player

What's in it for you?

- Competitive salary, bonus and benefits package.
- Opportunity to be part of a talented, collaborative and growing team.
- Potential for career advancement.

We are sharing that the estimated salary range for this position is $90,000–$110,000 per year. In determining final salary, Pender considers many factors including the candidate's qualifications, relevant experience, job responsibilities, market conditions, position location, and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion:

Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.

#J-18808-Ljbffr

  • Institutional Sales and Service Leader

    2 days ago

    Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    **About Us**PenderFund Capital Management Ltd. is a pioneering, employee-owned investment firm established in 2003. Our mission is to become the top choice for investors seeking protection and growth of their capital. With a strong focus on value-based investing, we have grown from a small team into a diverse and inclusive workplace with over 70 talented...

  • 3 Days Left Sales Associate

    7 days ago

    Toronto, Ontario, Canada Molnlycke Health Care Full time

    Location: Greater Toronto Area; Field-Based Sales role.Make your next step a big one We're hiring an entry-level sales associate in OntarioIn the Sales Associate role, you will be responsible for maintaining customer relationships, educating customers on product features, benefits/differentiation, and utilization. You will represent Molnlycke Healthcare in...

  • Associate - Institutional Client Service

    4 days ago

    Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    PenderFund Capital Management Ltd. is committed to creating a workplace that values diversity and inclusion.We are seeking a Senior Associate to join our team in Vancouver or Toronto, who will play a key role in supporting the sales team and developing strong relationships with institutional clients.Main Responsibilities include:Client Relationship...

  • Associate Director, Institutional Operations

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Associate Director, Institutional Operations - Toronto, ONJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Associate Director, Institutional Operations supports Global Institutional Asset Management in the development and execution of its business strategy and contributes to its overall success. The...

  • 3 Days Left Pharmacist

    2 weeks ago

    Toronto, Ontario, Canada Shoppers Drug Mart Full time

    time left to apply End Date: February 18, 2025 (16 days left to apply)job requisition id R2000537595Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.Why this role is important?SUMMARY:To manage the operations of the Pharmacy while on...

  • Associate Director, Institutional Operations

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Associate Director, Institutional Operations - Toronto, ONJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Associate Director, Institutional Operations supports Global Institutional Asset Management in the development and execution of its business strategy and contributes to its overall success. The...

  • Sales Associate

    2 weeks ago

    Toronto, Ontario, Canada Holt, Renfrew & Co. Full time

    time left to apply End Date: March 21, 2025 (5 days left to apply)job requisition id R2000548221Holt Renfrew offers you an inspiring, fashion-driven environment with opportunities to learn and grow. From our incredible partnerships with iconic luxury brands, to our commitments to corporate social responsibility, you will be inspired every day.A job at Holt...

  • Institutional Sales Expert

    4 days ago

    Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    PenderFund Capital Management Ltd. is an independent investment firm that fosters a diverse and inclusive work environment.We are seeking a Senior Associate to support the sales team in Vancouver or Toronto, playing a key role in client relationship development and strengthening ties with sophisticated investors and prospects.Main Responsibilities...

  • Sales Associate

    2 weeks ago

    Toronto, Ontario, Canada Holt Renfrew Full time

    time left to apply End Date: March 21, 2025 (2 days left to apply)job requisition id R2000548221Holt Renfrew offers you an inspiring, fashion-driven environment with opportunities to learn and grow. From our incredible partnerships with iconic luxury brands to our commitments to corporate social responsibility, you will be inspired every day.A job at Holt...

  • 3 Days Left) Associate Data Scientist

    2 weeks ago

    Toronto, Ontario, Canada Manulife Insurance Malaysia Full time

    time left to apply End Date: March 23, 2025 (6 days left to apply)job requisition id JR25030408The OpportunityAs an Associate Data Scientist, you will play a key role in supporting advanced analytics and AI initiatives that transform Actuarial, Finance, Treasury, and Operations. You will work under the guidance of senior data scientists, using large datasets...

  • Senior Account Manager, Institutions

    3 days ago

    Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    PenderFund Capital Management Ltd. strives to foster a collaborative work environment that recognizes the value of individual contributions.We are seeking a skilled Senior Associate to join our team in Vancouver or Toronto, who will support the sales team in developing strong relationships with institutional clients and prospects.Main Responsibilities...

  • 3 Days Left: Senior Architect

    3 weeks ago

    Toronto, Ontario, Canada Axis Recruitment Full time

    of the company:This firm is recognized as a leader in contemporary architecture, with numerous awards and industry recognition for its diverse portfolio of commercial, LTC, residential - custom homes and mid-rise, high-rise, luxury hospitality projects, among others. What's interesting about this company is the range of projects they work on with such a...

  • 3 Days Left New Business Associate I

    2 days ago

    Toronto, Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a large financial institution, is looking for a New Business Associateto fill a 12-month contract located in Waterloo. Please note this position is currently a hybrid work arrangement requiring 2-3 days in office.As a New Business Associate I your duties will include but not be limited to:- Analyzing premium and claims information, group...

  • Part Time Sales Associate

    2 weeks ago

    Toronto, Ontario, Canada Pet Valu Part time

    Part Time Sales AssociatePart Time Sales AssociateApply locations 2260 - BobcaygeonTime type: Part timePosted on: Posted 3 Days AgoTime left to apply: End Date: April 24, 2025 (30+ days left to apply)Job requisition id: R22998Location: Bobcaygeon, OntarioJob Description:The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and...

  • 3 Days Left District Sales Associate

    4 weeks ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    Job DescriptionIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are...

  • Executive Lead for Institutional Sales

    2 days ago

    Toronto, Ontario, Canada Knix Full time

    About Knix: Knix is an award-winning intimate apparel and activewear brand that is redefining the industry with our innovative products and exceptional customer experience. With a strong focus on empowering people everywhere to be unapologetically free, we have established ourselves as a leader in the market. We are seeking a talented individual to join our...

  • 3 Days Left) Senior Enterprise Account Executive

    3 weeks ago

    Toronto, Ontario, Canada Diversified Full time

    At Diversified, we don't just follow tech trends - we set them by leveraging the best in technology and ongoing advisory services to transform businesses. Our comprehensive suite of solutions is engineered to help our clients build connections that make a difference – whether by inspiring viewers, engaging associates, motivating audiences, or streamlining...

  • 3 Days Left Sales Associate Sunglass Hut

    3 weeks ago

    Toronto, Ontario, Canada Luxottica Full time

    Select how often (in days) to receive an alert: Create AlertIf you've worn a pair of glasses, we've already met.We are a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses. We offer our industry stakeholders in over 150 countries access to a global platform of high-quality vision care products (such as the...

  • 3 Days Left) Energy Modeller

    4 weeks ago

    Toronto, Ontario, Canada Moving2Canada Full time

    Engineering firm providing energy and sustainable design services for clients across Canada are currently seeking to hire intermediate – senior level Energy Modeller. The Client delivers energy, carbon, and sustainability solutions to many of British Columbia's iconic projects across the commercial, institutional, residential, hospitality, educational, and...

  • 3 Days Left 'B' Store Manager

    3 weeks ago

    Toronto, Ontario, Canada LCBO (Liquor Control Board of Ontario) Full time

    'B' Store Manager - Scarborough/MarkhamApply remote type Retail (Stores) locations Scarborough, Ontario Markham, Ontario time type Full time posted on Posted 2 Days Ago time left to apply End Date: March 22, 2025 (12 days left to apply) job requisition id JR00000023186Job Posting Description:Do you have experience with customers, their occasions and beverage...