Strategic Account Development Associate
New
J
JobgetherWealth Management Technology
CanadaFull-TimeMiddle
SalaryCAD $70,000–$95,000
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Job Details
- Experience
- 2–4 years of experience in wealth management
- Required Skills
- Business DevelopmentRelationship buildingCRM
Requirements
- 2–4 years of experience in wealth management, ideally in roles such as internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.
- Practical understanding of financial advisor workflows, investment research, recommendations, proposals, and client conversations.
- Comfortable conducting proactive outbound outreach through email, phone, LinkedIn, and similar channels.
- Strong relationship-building skills and confidence delivering product demonstrations, presentations, workshops, and group sessions.
- Strong commercial judgment, with the ability to distinguish genuine buying interest, identify potential champions, and create momentum within complex accounts.
- Persistent, curious, proactive, and comfortable taking ownership of an engagement strategy from planning through execution.
- Excellent written and verbal communication skills, with strong research, planning, organization, and follow-up abilities.
- Ability to collaborate effectively with Sales, Solutions, Product, Marketing, and Customer Success teams.
- Strong ability to synthesize advisor feedback and translate it into actionable recommendations.
- Relevant Canadian or U.S. industry credentials are an asset, including CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.
Responsibilities
- Develop and own advisor engagement plans for target wealth management firms, aligned with broader strategic account plans.
- Research target organizations, identify relevant advisor groups, and build focused, high-quality outreach lists.
- Execute consistent outbound engagement through email, phone, LinkedIn, and other relevant channels.
- Convert prospecting activity into advisor meetings, product demonstrations, roundtables, workshops, and other engagement opportunities.
- Build trusted relationships with advisors and develop a strong understanding of how they research investments, formulate recommendations, create proposals, and communicate advice to clients.
- Identify potential internal champions, deepen their understanding of the platform, and equip them to advocate for its value within their organizations.
- Maintain disciplined follow-up throughout the enterprise sales cycle and ensure engagement activity, insights, and next steps are accurately documented in the CRM.
- Leverage advisor feedback and engagement insights to strengthen account messaging, presentations, demonstrations, and sales strategies.
- Share recurring advisor needs, market observations, and customer feedback with Product, Marketing, Sales, and Customer Success teams.
- Contribute to a coordinated account strategy by creating engagement momentum and supporting Strategic Account Executives throughout the sales process.
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