Business Development Associate

Remote, USA Full-time
PICTON Investments is one of Canada’s most trusted investment brands, dedicated to delivering results for clients. They are seeking a Business Development Associate to support territory sales strategies and advisor engagement while gaining exposure to innovative products and strategies. Responsibilities Partner closely with a team of Wholesalers and Inside Sales Associates to support daily operations across designated territories Proactively schedule advisor meetings to support the territory's sales strategy and drive engagement across channels Maintain a healthy sales pipeline by monitoring advisor engagement and ensuring next steps are followed through to maximize opportunities Support and drive accountability within the territory and ensure sales activities remains timely, personalized, and compliant Participate in sales generating incentive programs tied to meeting bookings, advisor engagement, and pipeline contribution Contribute to advisor outreach through evolving tools and channels, including video outreach platforms (e.g., video messaging), which will form part of future performance KPIs Act as a key territory contact and collaborate closely with wholesalers, product teams, and marketing partners Coordinate advisor events, webinars, and sponsorship initiatives in collaboration with marketing and compliance teams Liaise with internal stakeholders to ensure events align with brand expectations, budget, and business priorities Maintain CRM data with a high level of accuracy and integrity, supporting real-time insights and sales performance metrics Ensure all activity complies with internal sales practices and regulatory guidelines (e.g., NI 81-105) Assist with calendar coordination, meeting logistics, expense processing, and internal documentation Support broader sales initiatives and special projects as needed to ensure territory and national goals are met Take on flexible, high-impact responsibilities supporting Sales Leadership and Retail Sales, including additional tasks as needed Skills 1–3 years of experience in a sales, financial services, or client-facing role; experience within asset or wealth management is a strong asset Post-secondary education in Business, Finance, Economics, or a related discipline Proficiency with CRM platforms (Salesforce preferred) and the Microsoft Office Suite Highly organized, self-motivated, and eager to learn and grow within a competitive, fast-paced industry Strong written and verbal communication skills with a client-centric approach A collaborative mindset with the ability to thrive in a dynamic team environment CSC designation is not required but is considered an asset. A keen interest in obtaining the designation upon hire is preferred Benefits Profit sharing Health and wellness coverage Life and disability insurance Paid time off and holidays Learning and development programs Corporate fitness reimbursement and discounts VersaFi memberships (formerly Women in Capital Markets) Picton investment counseling and portfolio management services Volunteer and charitable donation matching Maternity and parental leave top-up Recognition awards Semi-annual performance bonuses A generous annual vacation entitlement (minimum of 15 days per year) Training and development reimbursement Extensive health and dental benefits A healthcare spending account Company Overview that specializes in alternative investment strategies and modern portfolio construction It was founded in 2012, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is
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