Business Development Associate

PenderFund Capital Management is an independent, employee-owned investment firm seeking a Business Development Associate to support their Sales Team. The role involves coordinating client meetings, maintaining marketing materials, and managing client records while providing exceptional customer service and organizational support.ResponsibilitiesProviding support to territory wholesalers through:Scheduling client meetings, events, branch meetings and presentations; coordinating associated logistics such as venue booking and delegate managementEnsuring all teams have the most up-to-date marketing materials and presentationsOrganizing recognition and sponsorship, including gifts and merchandisePreparing daily sales reportsMaintaining accurate client records in the CRM; filtering and cutting data according to sales events, campaigns and updating daily activitiesPreparing expense claims for certain team membersQuarterbacking for the entire sales team; being a contact point for inbound enquiries to both general email and phone lines and redirecting enquiries to appropriate salespersons accordinglyOccasionally representing Pender at branch visits and presentations, client seminars, road shows, and conferencesMaintaining a comprehensive understanding of Pender’s funds and industry trends in the market, and related considerations for advisors and their investorsSkillsUndergraduate degree in business, finance, or related fieldExcellent communication skills, both written and verbal; professional telephone mannerExcellent interpersonal and organizational skillsAbility to work well under pressureAbility to work independently and to be a great team playerSuperior customer service skillsStrong organizational and problem-solving skillsKeen attention to detailExcellent proficiency with Microsoft Office particularly Word, Excel, Outlook, PowerPoint and SharePointCompletion of the Canadian Securities Course or willingness to complete within one yearKnowledge of the securities industry, particularly of stock and bond markets and how they relate to fundsKnowledge of Salesforce.com a strong assetBenefitsBenefits packageCompetitive baseBonusOngoing training to develop market and product knowledge and sales skillsOpportunities for ongoing professional development and career advancementCompany OverviewPenderFund Capital Management is an investment firm that aims to create value for investors by generating superior risk-adjusted returns. It was founded in 2003, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 51-200 employees. Its website is http://www.penderfund.com.



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