Vice-President, Business Development and Client Partnerships

Vice-President, Business Development and Client Partnerships

Be Part of a Socially Responsible Organization

Addenda is an investment firm serving both institutional and private wealth clients. We develop innovative, customized investment solutions that support both financial performance and community development.

We manage more than 40billion dollars in assets and have more than 170 employees spread across our headquarters in Montreal and our offices in Toronto, Guelph, and Regina. We have adopted a hybrid work model that promotes work-life balance as well as a collegiality that sets us apart in the workplace.

The Business Development, Client Partnership, and Marketing Sector: Where Innovation Meets Client Objectives and Business Growth

Do you want to participate in market growth and development while building client trust through effective communication? You’ll be at the heart of the action, positioning Addenda Capital in a constantly evolving environment. This is a challenge that suits you perfectly.

Reporting to the Executive Vice-President, Business Development and Client Partnerships, your primary responsibility will be to cultivate, develop and strengthen the institutional client market in Canada and globally, to support revenue and sales growth. You will promote Addenda’s investment solutions to prospective and existing clients while strategically positioning the organization to enhance its market visibility. In addition, you will collaborate closely with the RFP and Client Experience teams, and other stakeholders to provide high-quality experience to our clients.

Your responsibilities

• Develop a yearly and long-term business development plan;
• Leverage your business networking skills to attract new business, increase revenue, and meet sales objectives;
• Present Addenda Capital’s strengths and communicate our value proposition to prospective clients;
• Play a pivotal role in client relations by developing deep relationships with existing clients;
• Monitor and analyze market data trends to identify business development opportunities and to connect with new prospects.
• Engage team members to improve their performance in terms of quality of service, customer satisfaction, and operational efficiency;
• Participate in industry events to maintain an active presence in the business community;

Your profile

• Minimum of 15 years of professional experience in a similar role in the investment industry, primarily in institutional market;
• A proven track record for developing and executing sales strategies with institutional clients;
• Solid understanding of the institutional markets as well as in-depth insight into asset classes;
• Extensive investment knowledge of asset classes and the financial markets;
• CFA designation and meet the portfolio manager’s registration requirements (compulsory);
• Strong knowledge of sustainable investing.

What sets you apart

• Influential and interpersonal skills, combined with a customer-oriented approach;
• Effective presentation and proposal development skills;
• Self-motivated, and results-oriented professional with entrepreneurial drive;
• Excellent verbal and written communication skills;
• You stand out when interacting with people at different levels in organizations and have a natural ability for forging new relationships;
• You are proficient in both English and French, oral and written (English is required to perform daily tasks and interact with clients based in Quebec and other Canadian provinces);
• You are available for occasional business travel.

Position: Permanent, Full-time