We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated, and supportive colleagues from diverse backgrounds, we deliver extraordinary client experience in a values-driven work environment. The collaboration, creativity, and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
Position Summary
To support our growth and continued innovation as a firm, we are building out a new line of business, Nicola Institutional, to focus specifically on Institutional clients. Reporting to the Vice President, Institutional Client Relationship Manager, your mandate will be to support the Institutional team with a focus on business development, client service, and internal operations. This is a career building opportunity for someone with direct experience on an institutional sales team, an entrepreneurial mindset, and a drive to directly impact the build out the Nicola Institutional division.
The location of this role will be a hybrid working model based in Vancouver, BC.
As an Associate, Institutional, you will:
Partner with all aspects of the organization to support institutional business development activities. This includes but is not limited to: Play a lead role in coordinating the Request for Proposal (RFP) and Due Diligence Questionnaire processes, including working closely with our Compliance Solutions and Marketing teams. Manage all data requests including internal coordination and follow ups. Manage the prospect tracking process in Salesforce. Prepare presentations for business development opportunities including conferences and other speaking engagements. Partner with Marketing and the Portfolio Managers to support development of collateral materials. Manage the client onboarding process including coordination of internal meetings, coordination with Legal, Governance & Compliance for legal requirements, and communicate with clients as required. Prepare investment portfolio reviews, including all supporting materials, client specific updates and schedule all review meetings. These reviews include assisting in the portfolio compliance and monitoring responsibilities as well as coordination of incoming and outgoing funds. Manage day-to-day client requests and rapidly resolve any client queries in a personalized manner. Produce quarterly/ad hoc reporting as required. Manage all databases including, e Vestment and Preqin. Identify opportunities for process improvements, enhancements, and efficiency optimization. Build quality relationships internally to foster collaboration and support the build out of the institutional line of business.
Your key attributes will include:
Entrepreneurial, start-up mindset with a drive to help build the business. Flexible and comfortable in a role where you move seamlessly between internal and external work and are willing to do what it takes to deliver superior service to clients and prospects. Balance operational performance with a strategic focus on the future. Has a drive for excellence and team success. Strong communication and interpersonal skills with the ability to build and maintain trusted relationships. Superior client service skills that align with Nicola Wealth’s commitment to an exceptional and bespoke client experience. Thrive in a dynamic and fast paced, deadline driven environment. Creative and collaborative approach to problem solving and developing innovative solutions.
Your experience and qualifications will include:
3-5 years of related work experience in an Institutional investment team. Undergraduate degree in a related discipline Completion of a graduate degree or MBA program is considered an asset. Working towards CFA or CIM designation is highly desirable. Experience delivering results in high performing client service-oriented role with both internal and external clients. As a part of your application, please include a resume and cover letter detailing your interest in this opportunity.
Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers
