Senior Associate, Relationship Management | Associé·e principal·e, Gestion des relations

Join to apply for the Senior Associate, Relationship Management | Associé·e principal·e, Gestion des relations role at Rally Assets . 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Permanent, Full-Time Position Salary: $80,000-$90,000 a year plus bonus Deadline for Applications: Sunday, January 18, 2026 DESCRIPTION Reporting to the Head of Relationship Management, the Senior Associate, Relationship Management enables our sales, business development, investor relations and marketing functions to strengthen our relationships with clients and prospective clients. The work is varied, involving both preparatory ‘back end’ work to build business development infrastructure (creating presentation materials, developing RFP responses, managing the CRM, project managing events and webinars) and ‘front end’, client‑facing work (representing the firm at industry events, prospecting and sales calls and meetings, delivering webinars and presentations). This role represents an expansion of the Relationship Management team, to match growing business opportunities. This is a great job for a Toronto‑based, experienced relationship manager who is excited to grow alongside us and help a small team continue to do big things. PRIMARY DUTIES The role will split time between cross‑team functions where you will build the firm’s business development infrastructure and external‑facing work where you will strengthen our relationship with current and prospective clients and sector players. CROSS‑TEAM SUPPORT FUNCTIONS RFP and DDQ Response: End‑to‑end project management of RFP and DDQ responses for investment management mandates including maintaining an up‑to‑date bank of responses and data pulls, assembling and tailoring responses to align with specific mandates, coordinating review cycles, and collaborating with subject matter experts to develop net‑new responses and data visualisations. CRM Management: Management of Client Relationship Management (CRM) software tools to ensure effective relationship stewardship across all teams. This includes consistent process application, prompt and accurate logging of organisational contacts and meeting notes, reminder and outreach automation. Research and Strategy: Informing our product development and go‑to‑market strategy by conducting ongoing, iterative research on market and competitive dynamics, and investor segments to continuously refine our unique value proposition and product‑market fit. Content Creation: Working with subject matter experts, building high quality materials for sales, marketing and business development purposes, including for pitch decks/presentations, webinars, blog posts, white papers, and covering diverse topics including product information, organisational overviews, market intelligence and educational content. EXTERNAL‑FACING WORK Sales Research and Prospecting: Conducting research and relationship mapping on prospective clients to originate opportunities, conduct cold and warm outreach via email, phone and LinkedIn, and increase effectiveness of sales and business development meetings. Meetings and Presentations: Conducting meetings with prospective clients and partners, including both informal, exploratory meetings and formal ‘pitch’ presentations. Event Management: End‑to‑end project management for convening in‑person events and virtual webinars/info sessions including aligning with subject matter experts on topic, developing presentation materials, curating guest list, recruiting guest speakers, building and executing marketing strategy and day‑of operational plan. Event Attendance: Representing the firm at in‑person and virtual events at relevant forums including ‘traditional’ investment and impact investment‑focused convenings. QUALIFICATIONS Training, a degree and/or at least five years of relevant work experience such as in investor relations, sales/fundraising, business or relationship development in private wealth or institutional investing. Interest in and some knowledge of impact investing. Experience developing engaging presentation materials/marketing assets to secure investment. Experience managing multifaceted, cross‑departmental projects from conception to delivery. Experience with data entry, analysis and tool development for sales and/or marketing tools including LinkedIn Sales Navigator, CRM (e.g. Mailchimp, Affinity, Salesforce) and email automation (e.g. Outreach, Salesloft). Proficiency in English; proficiency in French is considered an asset. That you are legally able to work in Canada without restrictions. COMMITTED TO INCLUSION Rally Assets Inc. is committed to equity, diversity and inclusion. We intentionally strive to have a workforce that mirrors the diverse demographics in this country. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status. Studies have shown that women, people of colour, people with disabilities and people from LGBTQ2S+ communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for. If you require accommodation during the recruitment and selection process, please let us know: . We will work with you to provide as seamless a recruitment experience as possible. To support fairness and reduce administrative burden, Rally may use AI‑assisted tools to help organise or review resume content. These tools never disqualify candidates or make decisions. All hiring decisions are made by human reviewers. SENIORITY LEVEL Mid‑Senior level EMPLOYMENT TYPE Full‑time INDUSTRIES Investment Management Referrals increase your chances of interviewing at Rally Assets by 2x Get notified about new Relationship Management Specialist jobs in Greater Toronto Area, Canada . #J-18808-Ljbffr