Provide sales support such as pre-meeting research on prospects to institutional Relationship Managers and Business Developers
Prepare and share research on market intelligence and industry trends
Develop, maintain and apply in-depth knowledge of product solutions, both within TD Asset Management as well as industry offerings
Manage the prospect lifecycle, from sourcing new opportunities through websites and databases, to the submission of RFPs and preparation for finalist pitches
Conduct comprehensive prospect and market research, translating product, peer, and market insights into clear, competitive narratives for Relationship Managers and Business Developers
Build positive and productive partnerships with Relationship Managers and Business Developers
Create prospect lists and engagement action plans to drive new business development
Monitor outcomes through creation and use of dashboards and sales reporting
Support conference and event initiatives by conducting attendee research and identifying priority prospects and clients
Manage and maintain prospect information in Salesforce
Support strategic priorities and sales campaigns to drive asset and revenue growth
Proactively take initiative to increase efficiency and improve outcomes
Collaborate with internal partners, including Relationship Managers, Business Developers, Client Portfolio Managers and Investment Proposals and Solutions Support, to deliver legendary outcomes for clients, prospects and consultants
Participate in project-related initiatives to enhance the Institutional Distribution team's success
Own and analyze internal sales and pipeline reporting using Salesforce and other datasets to identify trends and generate insights that support business and sales strategy
Requirements
Bachelor’s degree in finance, business, economics or a related field
3–5+ years of relevant industry experience, preferably in an institutional sales support, business development or relationship management role
Strong knowledge of the asset management industry, with demonstrated research and analytical skills and the ability to translate market, competitor and prospect information into actionable insights
Highly motivated self-starter with strong critical thinking, problem-solving and execution skills, and the ability to anticipate needs and identify opportunities to improve business outcomes
Strong organizational skills, attention to detail and the ability to manage multiple priorities in a fast-paced, evolving global environment
Excellent communication and interpersonal skills
Advanced proficiency in PowerPoint, Word and Excel
Comfort working with data and reporting tools to interpret sales and pipeline information and support decision-making
Enrolment in the Chartered Financial Analyst designation program