Relationship Development Associate

We are looking for a talented highly organized self-starter with aligned values to join our growing team as a Relationship Development Associate. This is a hands-on role, and the successful candidate will be responsible for supporting the firm’s Head of Relationship Development to shape, drive and execute the firm’s business development strategy.

Primary Responsibilities

Operational Support

  • Provide administrative and operating support to Head of Relationship Development and associated team
  • Document and manage the prospecting process  
  • Ensure that all family engagement activities are coordinated and executed in a timely manner
  • Support developing events that foster networking opportunities with our prospective clients

Prospecting & Research

  • Conduct market research and identify potential clients
  • Identify new business opportunities and partners
  • Create presentations, proposals and other required engagement tools

Prospect Management

  • Schedule & track prospect meetings and collaborate on agendas
  • Assist in preparing all necessary materials and requirements for prospect meetings
  • Provide follow up support on meeting action items, as directed by Head of Relationship Development
  • Maintain prospect data management through the CRM and all related systems
  • Prepare and maintain onboarding exercises and records for prospects transitioning to client families as per the Prime Quadrant prospecting and onboarding process

Team Coordination

  • Work closely with staff across departments to implement growth strategies
  • Track and analyze sales data to inform or update marketing strategies
  • Manage multiple projects concurrently and meet deadlines
  • Support execution of all events and digital media campaigns
  • Identify efficiencies, resources and areas for improving our business development process
  • Work closely with consulting teams to ensure all stakeholders are informed of imminent clients.

Key Attributes

  • Embody Prime Quadrant's PATH - Purposeful, Authentic, Tenacious and Humble
  • High degree of accuracy and attention to detail, with strong problem-solving abilities
  • Ability to prioritize, multi-task and work in a fast-paced environment
  • Able to work well within a team environment and in a collaborative manner
  • Able to work independently and proactively with minimum management supervision
  • Willingness to go above-and-beyond continuously to provide an exceptional client and team experience
  • Maintain a positive open demeanor, welcoming different points of view and thoughtfully responsive
  • Recognize the contribution of others, and foster teamwork and collaboration
  • Act with urgency, but communicate with patience, tact, confidence and thoughtfulness
  • Ability to adapt to a diverse set of stakeholders and communication styles and
  • Ability to embrace new ideas and consider creative solutions to challenges
  • Dedicated to achieving continuous development, learning and improvement
  • Brings positive energy, initiative and humour into a fast-paced environment
  • Impeccable integrity with strong work ethic and tireless dedication to achieving excellence
  • Warm, out-going personality that treats others with respect, graciousness and generosity

Qualifications

  • 3-5 years of experience in an administrative and/or business development capacity, preferably in financial services serving a high-net-worth clientele
  • University degree (business or finance concentration an asset)
  • CRM systems experience, ideally Salesforce
  • Excellent verbal and written communication skills, with fluency in English
  • Strong Microsoft Office technical knowledge, particularly PowerPoint, Word and Excel

Compensation

  • Industry competitive base salary
  • Performance-based bonus structure
  • Shares participation program  
  • Wellness program + Health benefits via participation in the firm’s health spending account
  • 3 weeks’ vacation per annum
  • Career advancement with demonstrated performance

To be considered send resume and cover letter to:

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We hire the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.

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