PenderFund Capital Management

Business Development Rep

• Collaborating with and providing ongoing support to the District Vice President to execute an annual territory business plan focused on the development and strengthening of long‐term relationships with investment advisors within a defined territory.
• Working with the District Vice President to increase sales and market share of Pender’s funds through engagement with prospects and existing supporters.
• Conducting proactive outreach through sales calls, emails, and booking meetings with investment advisors and positioning Pender’s funds using a consultative sales approach to identify and advance sales opportunities.
• Updating and logging daily activities and maintaining accurate records within Salesforce.com on a timely basis.
• Maintaining a comprehensive understanding of Pender’s funds and industry trends in the market, and related considerations for advisors and their investors.
• Occasionally joining the District Vice President to represent Pender at branch visits, client seminars, branch presentations, road shows and conferences.

Business Development Manager