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Picton Mahoney Asset Management

Alternative investment management with hedging strategies

Business Development Associate

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeMontreal, QC, Canada

About the Job

Requirements

  • One to three years of experience in sales, financial services, or customer-facing work; asset or wealth management experience is a strong asset.
  • Bilingual proficiency in French and English is required.
  • Postsecondary education in business administration, finance, economics, or a related discipline.
  • Proficiency with customer relationship management platforms, preferably Salesforce, and Microsoft Office.
  • Strong organizational skills and interest in learning and growing in a competitive, evolving industry.
  • Strong written and oral communication skills and a client-centered approach.
  • Ability to collaborate and thrive in a dynamic team environment.

Responsibilities

  • Work closely with internal sales representatives and wholesalers to support daily activities in designated territories.
  • Proactively schedule advisor meetings to support territory sales strategy and drive engagement across channels.
  • Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring follow-up actions are completed to maximize opportunities.
  • Support accountability within the territory and ensure 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 using scalable tools and channels, including video outreach platforms and video messages.
  • Serve as a territory point of contact and collaborate with wholesalers, product teams, and marketing partners.
  • Coordinate advisor events, webinars, and sponsorship initiatives with marketing and compliance teams.
  • Liaise with internal stakeholders to ensure events meet brand expectations, budget, and company priorities.
  • Maintain customer relationship management data accurately and with integrity to support real-time insights and commercial performance metrics.
  • Ensure all activities comply with internal sales practices and regulatory guidelines, including Regulation 81-105.
  • Assist with calendar coordination, meeting logistics, expense processing, and internal documentation.
  • Support broader sales initiatives and special projects as needed to achieve territory and national objectives.
  • Provide flexible, high-impact support to commercial leadership and retail sales, including additional duties as needed.
  • Provide temporary support for broader commercial initiatives and occasional support to the retail sales team while the Quebec office grows.

Desired Qualifications

  • The Canadian Securities Course designation is an asset but is not required; candidates are encouraged to pursue it after joining.
  • Experience in asset or wealth management is a strong asset.

About the Company

Picton Mahoney Asset Management

Alternative investment management with hedging strategies

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
Not listed
Total funding
Not listed
Headquarters
Canada
Founded
Not listed

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