Business Development Manager (Inside Sales)

Picton Mahoney Asset Management•Calgary, AB

1d•Hybrid

About The Position

At Picton Mahoney Asset Management (PICTON Investments), we are an independent, privately run, 100% employee-owned firm with a 20-year history of challenging conventional wisdom in the investment landscape. We manage over $19.3 billion for institutional and retail clients, driven by our mission to bring greater certainty to investors. Our success is built on four guiding principles: Treat investors’ money like our own, Redefine the way investors invest, Be human—always approachable, and Succeed together, one investment at a time. We are entering a new chapter, transforming our brand and reshaping the way the world invests. We are seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. This role is a core contributor to the firm's business growth, partnering closely with an assigned Vice President, Retail Sales (External Wholesaler) to drive sales growth. The ideal candidate is fueled by big challenges, committed to innovative sales strategies, and enjoys winning new business. This opportunity requires a hybrid work model and is open to candidates located in Calgary or Edmonton.

Requirements

Undergraduate degree in business, finance or related field.
Successful completion or working towards Canadian Securities Course certification. Other industry certifications (e.g., CIM, CFA) are considered an asset.
2+ years of previous sales experience in the financial services, investment or related industry.
Excellent verbal and written communication skills is required.
Bilingualism in French is an asset.
Highly motivated self-starter with an innovative approach to driving sales.
Outstanding interpersonal and communication skills.
Ability to organize, prioritize and execute individual and team sales plans and activity.
Proficient in Microsoft Office applications.
Extensive experience working with a CRM system (Salesforce preferred).
Occasional future travel will be required.

Nice To Haves

Other industry certifications (e.g., CIM, CFA) are considered an asset.
Bilingualism in French is an asset.
Extensive experience working with a CRM system (Salesforce preferred).

Responsibilities

Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s)), sharing ideas and strategies designed to develop overall sales and client base.
Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s).
Driven to meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters as well as phone and email activities to advance identified sales opportunities.
Provide proactive support and services to all existing supporters, respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner.
Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada.
Capture engagements in CRM with detailed notes recording all interactions with existing clients and prospects required.
Maintain accurate records of contacts in region along with activity tracking of leads in opportunities sales funnel.
Participate in and contribute to regular team meetings and business planning sessions.