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About the Role

This role within Nicola Institutional focuses on executing day-to-day internal operations and administration, ensuring optimal client experience and effectiveness. It offers a unique opportunity to be part of a dynamic, highly effective team, driving operational support and enhancing team effectiveness.

Responsibilities

Executes Nicola’s growth strategy through formulation of a strategic business development framework, distinct institutional-focused models and tactics to secure client profiles within geographical areas.
Ensures comprehensive plans raise brand awareness, inform and educate, and increase recognition of Nicola’s institutional expertise and capabilities.
Applies well-defined prospect engagement and executes plans and processes to acquire new institutional relationships with aligned entities.
Manages opportunistic connections, relationships and new business through client referrals, centers of influence, networking, conferences, RFPs and other activities.
Establishes a robust pipeline of opportunities, and applies effective management, careful tracking and measurement of business development and prospect/client engagement activities using Salesforce CRM, and other tools and resources.
Ensures timely and accurate reporting of engagement and activities, performance and metrics.
Continually works to improve tracking, reporting, sales operations, processes and procedures.
Develops parallel business development and engagement strategies for existing clients, deepening relationships and identifying new opportunities through high-quality, relevant and tailored touchpoints.
Delivers an exceptional standard of care and service, and provides full account coverage through scheduled reviews, ensuring fulfilment of the client’s investment objectives, while aligning with Nicola Institutional’s investment approach and philosophy.
Leads with a high level of professionalism— creating and delivering compelling pitches, ensuring prompt follow-up and responses to queries, and timely negotiation and deal closure.
Works alongside investment teams (Private Capital, Public Assets and Real Estate) to develop customized investment portfolios with targeted solutions that are carefully designed for sophisticated institutional clients.
Ensures compliance, and adherence to regulations.
Maintains knowledge proficiency of Nicola’s strategies and product suite, together with an in-depth understanding of clients, their portfolios, asset allocation strategies and their changing needs and circumstances.
Ensures an acute level of market awareness of any changes and trends within the institutional asset management sector and within the financial services industry.
Continually adjusts strategies, plans and tactics accordingly.
Establishes collaborative internal partnerships with portfolio managers, other stakeholders and SMEs to create impactful marketing, presentations, pitches and collateral materials.
Maintains and instills best practices via playbooks and dashboards, ensuring consistency across materials.
Represents Nicola Institutional in the marketplace, attends and/or participates in industry conferences, client events and other external functions— communicating and underscoring Nicola Institutional’s successes, performance and institutional leadership in the marketplace.

Requirements

A bachelor’s in a business, finance, economics or related field is required.
CFA or CIM is required, along with registration in an advising role with a provincial securities commission.
At least 10 years of progressive experience in business development and institutional asset management, along with execution of sales plans, development of a sales pipeline, and a demonstrated track record of sales success.
Significant experience within specific client profiles including foundations, endowments, trusts, pensions, families and family offices, and other aligned institutions.
An acute understanding of the Canadian financial landscape, multi-asset and complex strategies, products, funds and investment platforms.
An analytical and proactive professional with strong financial acumen, technical expertise and operational excellence.
Applies well-developed business development/sales, networking, client and account management skills while seeking continuous improvement in approaches, tools, systems, technology, processes and disciplines that ensure consistency, accuracy and scalability.
An entrepreneurial mind-set, highly motivated, and thrives in a start-up-like environment.
An intuitive leader and astute problem-solver with a consultative approach, high IQ/EQ—capable of driving growth and profitable outcomes—while building brand and product awareness in the marketplace.
A results-oriented and relationship-driven individual with a deep understanding of how to deliver an impeccable level of client service and outstanding outcomes.
Generates credibility and trust in relationships with a track record of establishing rapport and building deep relationships with internal and external stakeholders.
Exceptional interpersonal and communication skills—transparent, honest and articulate, an acute listener, and an engaging speaker and presenter, influencer and negotiator.
Respected subject matter expert, with a demonstrated capability to have technical, well-informed discussions with clients, stakeholders, and decision makers.
Possesses integrity and upholds the highest ethical standards and consistently embodies the firm’s values.

Skills

Business development
Sales operations
Client relationship management
Salesforce CRM
Strategic execution
Financial acumen
Technical expertise
Operational excellence
Networking
Client and account management
Problem-solving
Interpersonal skills
Communication skills
Negotiation

Location

Toronto

Work Type

Hybrid

Experience Level

10+ years

Education Level

Bachelor's degree in business, finance, economics or related field
Graduate degree (MBA) is an asset
CFA or CIM required

Benefits

Comprehensive compensation and benefits package

About the Company

Nicola Wealth is a national leader in wealth management, known for its sophisticated financial planning, diversified private investment funds, high client retention rate, and award-winning culture.
Recognized as a Best Managed Company and one of Canada’s Top Employers, the firm is dedicated to upholding its values during significant growth.
Nicola Institutional, launched in 2022, manages $2.5 billion in assets and connects the firm's asset management offering to the institutional market, with capabilities beyond traditional stocks and bonds, including real estate, private equity, infrastructure, and commercial mortgages.

Equal Opportunity

Inclusive, equal opportunity employer.
Priority to remove barriers to provide equal access to employment.
Reasonable accommodation during the recruitment process is available upon request.