Senior Business Development Manager supporting McCarthy Tétrault’s Energy Group and priority clients. Developing growth strategies, pitches, market intelligence, and client relationships for a leading Canadian law firm.
About the role
- Business Development Representative driving advisor engagement for CapIntel’s wealth-management software platform. Building champions, demonstrations, and enterprise sales momentum across target firms.
Responsibilities
- Develop and own the advisor engagement plan for each firm, aligned with the Strategic Account Executive’s account plan
- Research target firms, identify relevant advisor groups, and build focused outreach lists
- Execute outbound outreach across email, phone, LinkedIn, and other relevant channels
- Convert outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops
- Build relationships with advisors and understand their investment research, recommendation, proposal, and client-advice workflows
- Identify potential champions, deepen their understanding of CapIntel, and equip them to advocate for the platform internally
- Maintain follow-up throughout the enterprise sales process and keep CRM engagement activity current
- Use advisor insights to strengthen account messaging, presentations, and demonstrations
- Share recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success
Requirements
- Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner
- Practical understanding of advisor workflows and client conversations
- Comfort with proactive outbound outreach across email, phone, and LinkedIn
- Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups
- Strong commercial judgment and ability to identify genuine interest, develop champions, and create momentum
- Persistence, curiosity, and ability to take ownership of an engagement plan
- Excellent communication, research, planning, and organizational skills
- Ability to work effectively across multiple internal teams
- Relevant Canadian or U.S. industry credentials are an asset, including CSC, CIM, CFP, CFA, SIE, or applicable securities registrations
Benefits
- Variable pay may be included depending on the role
- Equity may be included depending on the role
- Comprehensive benefits
- Flexible time off
- Dedicated opportunities for growth and development
- Perks and benefits designed to support growth and well-being
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