Business Development Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• Create and manage the advisor engagement strategy for each firm, in alignment with the Strategic Account Executive’s account plan.

• Conduct research on target firms, identify pertinent advisor groups, and compile targeted outreach lists.

• Implement outbound engagement through email, phone, LinkedIn, and other relevant communication channels.

• Transform outbound interactions into advisor meetings, product demonstrations, roundtables, and workshops.

• Cultivate relationships with advisors to comprehend their investment research, recommendations, proposals, and client-advice processes.

• Identify potential advocates, enhance their understanding of CapIntel, and empower them to promote the platform internally.

• Ensure ongoing follow-up throughout the enterprise sales process and maintain current CRM engagement records.

• Leverage advisor insights to enhance account messaging, presentations, and demonstrations.

• Relay recurring advisor requirements and market feedback to the Product, Marketing, Sales, and Customer Success teams.

⛳️ Requirements

• Two to four years of experience in wealth management, preferably as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.

• Solid understanding of advisor workflows and client discussions.

• Comfort with proactive outbound communication through email, phone, and LinkedIn.

• Confidence in building relationships, delivering product demonstrations, and presenting to both individuals and groups.

• Strong commercial acumen with the ability to identify genuine interest, nurture champions, and generate momentum.

• Persistence, curiosity, and the capability to take charge of an engagement plan.

• Exceptional communication, research, planning, and organizational skills.

• Ability to collaborate effectively across various internal teams.

• Relevant Canadian or U.S. industry qualifications are advantageous, including CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.

🏝️ Benefits

• Variable pay may be included depending on the role.

• Equity opportunities may be available based on the role.

• Comprehensive benefits package.

• Flexible time off policy.

• Dedicated opportunities for professional growth and development.

• Perks and benefits designed to promote growth and well-being.