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Picton Mahoney Asset Management

Alternative investment management with hedging strategies

Business Development Associate

Full-TimeUpdated on 10/23/2026
No salary listed
Junior, Mid
Bachelor's
Montreal, QC, Canada
Hybrid
Sales & Account ManagementSales Development Representative

About the job

Requirements
  • One to three years of experience in a sales, financial services, or client-facing role.
  • Bilingualism in French is required.
  • Post-secondary education in Business, Finance, Economics, or a related discipline.
  • Proficiency with CRM platforms and the Microsoft Office Suite.
  • Strong written and verbal communication skills with a client-centric approach.
Responsibilities
  • Partner with Inside Sales Representatives and Wholesalers to support daily operations across designated territories.
  • Schedule advisor meetings to support territory sales strategy and drive engagement across channels.
  • Monitor advisor engagement, maintain a healthy sales pipeline, and ensure next steps are followed through to maximize opportunities.
  • Support and drive accountability within the territory, ensuring sales activities are timely, personalized, and compliant.
  • Participate in sales incentive programs tied to meeting bookings, advisor engagement, and pipeline contribution.
  • Contribute to advisor outreach through tools and channels including video messaging platforms.
  • Serve as a key territory contact and collaborate with wholesalers, product teams, and marketing partners.
  • Coordinate advisor events, webinars, and sponsorship initiatives with marketing and compliance teams.
  • Coordinate with internal stakeholders to ensure events align with brand expectations, budget, and business priorities.
  • Maintain accurate and reliable CRM data to support real-time insights and sales performance metrics.
  • Ensure activity complies with internal sales practices and regulatory guidelines, including NI 81-105.
  • Assist with calendar coordination, meeting logistics, expense processing, and internal documentation.
  • Support broader sales initiatives and special projects to help meet territory and national goals.
  • Provide flexible, high-impact support to Sales Leadership and Retail Sales, including additional tasks as needed.
  • Temporarily support broader sales initiatives and ad hoc needs across the Retail Sales team in addition to core territory responsibilities.
Desired Qualifications
  • Experience within asset or wealth management is an asset.
  • The Canadian Securities Course (CSC) designation is an asset; interest in obtaining it after hire is preferred.
  • Salesforce is the preferred CRM platform.

About the company

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Picton Mahoney Asset Management

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This company provides Canadian investors with access to alternative investment strategies through mutual funds and other investment solutions. It focuses on risk management and diversification by using deep quantitative research, fundamental analysis, and hedging techniques to build portfolios that aim to perform well across different market conditions, especially during downturns. The firm emphasizes a philosophy of building portfolios that can withstand bear markets and deliver more consistent, risk-adjusted returns by reducing correlation with traditional asset classes like stocks and bonds. The goal is to offer sophisticated strategies to advisors, individuals, and institutions through a range of investment products and advisory services.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Canada

Founded

N/A

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Simplify's Take

What believers are saying

  • July 2026 AUM hit $19.3 billion, up from $17.4 billion in March.
  • Monthly ETF distributions in August 2026 reinforce fundraising momentum and sticky income demand.
  • The private equity launch broadens distribution channels beyond core credit and multi-strategy funds.

What critics are saying

  • Performance-fee discontinuation for three mutual funds on January 30, 2026 signals margin pressure.
  • ETF distribution products expose Picton to redemption risk if cash yields compress.
  • Dependence on one Canadian boutique makes talent flight or advisor defection existential.

What makes Picton Mahoney Asset Management unique

  • Picton Mahoney's 2026 brand campaign centers on alternative portfolios and downside protection.
  • The February 2026 Morningside private equity fund expands access to GP-led secondaries.
  • Its 2004-founded, employee-owned platform reached $19.3 billion AUM by July 31, 2026.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Life Insurance
  • Disability Insurance
  • Paid Vacation
  • Paid Holidays
  • Parental Leave
  • Flexible Work Hours
  • Professional Development Budget
  • Profit Sharing
  • Health Savings Account/Flexible Spending Account

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