Bristol Gate Capital Partners is an independent, employee‐owned, Toronto‐based investment management company serving individual and institutional clients. Bristol Gate specializes in High Dividend Growth investing leveraging cutting‐edge technology with fundamental analysis. It currently manages a US Equity Strategy and Canadian Equity strategy as well as ETFs.
Additional information relating to Bristol Gate Capital Partners is available on the Company’s website at www.bristolgate.com
Position Description
Reporting to Sales Management, you will support our Relationship Management team in the organization and co-ordination of day-to-day sales and marketing activities along with longer-term strategic objectives.
This opportunity is ideal for a proactive, detail oriented, enthusiastic self‐starter who can thrive in an entrepreneurial environment.
KEY RESPONSIBILITIES
- Provide support with all administrative and business development tasks related to marketing, client service and relationship management
- Assist with the development of marketing campaigns/digital strategies for various distribution channels
- Maintain marketing calendar
- Manage corporate website and other digital marketing material with the assistance of external service providers
- Prepare or support in the preparation of marketing materials such as brochures, factsheets, presentations, direct mail initiatives, newsletters, etc.
- Assist in coordinating events, branch meetings, travel and conference calls
- Track and report on prospect list and associated campaign(s).
- Maintain CRM and identify opportunities to improve Sales Team efficiencies (e.g. Dashboards, reports)
- Liaise with Operations and Compliance on projects and approvals
- Monitor industry trends and competitive landscape for best practices and competitive advantages
- Office supply management
- Other duties as assigned
Required Skill / Experience
Completion of the Canadian Securities Course and Conduct and Practices Handbook would be an asset
1+ years of client and/or advisor facing experience in investment sales, relationship or advisory role
Excellent written and verbal communication skills
Confidence working independently and within a team setting
Detail oriented and highly organized
Proactive, with a high degree of perseverance
Entrepreneurial, self-motivated; driven to exceed established goals
Ability to work in a fast-paced, dynamic environment
Strong analytical and problem-solving skills to facilitate analysis and recommendations
Willingness to explore and embrace opportunities to improve efficiency through technology
Demonstrate tact and professionalism and maintain confidentiality
Proficient with firm software & MS Office Suite
SEO, Social Media management, WordPress, and other digital marketing experience would be considered an asset
Bilingual (English/French) would be considered an asset
