Associate, Private Capital Markets

Lankin Investments; Vaughan; On-site; CAD 55,000 - 90,000; Full time

Job summary

Lankin Investments, a premier Canadian real estate investment and asset management firm, seeks an Associate, Private Capital Markets to join its growing Capital Markets team. The role focuses on engaging inbound leads, educating investors about private real estate offerings, and scheduling qualified meetings for Directors of Private Capital Markets.

The position demands exceptional communication, strong business acumen, and disciplined CRM management in a high-volume, fast-paced sales

Qualifications

• 1-3 years of inside sales, business development, financial services, or another client-facing sales environment.
• Strong communication, interpersonal, and relationship-building skills.
• Highly motivated with a competitive, goal-oriented mindset.
• Ability to engage senior professionals and high-net-worth investors.
• CRM accuracy and disciplined CRM management.

Responsibilities

• Contact inbound marketing leads promptly via phone, email, and other communication channels.
• Conduct high-volume outbound calling while delivering a professional, consultative client experience.
• Qualify prospective investors based on established criteria and assess investment readiness.
• Build rapport and educate prospective investors on Lankin Investments, private real estate, and our investment process.
• Schedule qualified meetings for Directors of Private Capital Markets, ensuring a seamless client handoff.
• Accurately document all client interactions, notes, and next steps within the CRM.
• Maintain consistent follow-up with prospective investors through structured sales sequences.
• Manage a high-volume pipeline while prioritizing opportunities effectively.
• Meet and exceed individual activity and appointment-setting targets.
• Collaborate closely with Marketing and the Capital Markets team to optimize lead quality and conversion rates.
• Continuously develop product knowledge, sales techniques, and objection-handling skills.

Skills

Inside sales

Communication skills

CRM proficiency

Time management

Relationship-building

Tools

HubSpot

Job description

Lankin Investments is a premier Canadian real estate investment and asset management firm with over 15 years of success acquiring, managing, and operating multi-residential properties nationwide. Our expertise in real estate has enabled growth across complementary businesses, creating a diversified investment platform. We foster a people-first culture that values innovation, collaboration, and continuous professional development.

About the Role

Lankin Investments is seeking a motivated, results-driven Associate, Private Capital Markets to join our growing Capital Markets team.

As an Associate, you will serve as the first point of contact for prospective investors who have expressed interest in learning more about private real estate investing. Working with warm, inbound marketing leads, you will engage prospects, qualify their interest, educate them on Lankin's investment offering, and schedule qualified meetings for our Directors of Private Capital Markets.

This is a high-volume, fast-paced sales role that requires exceptional communication skills, strong business acumen, and the ability to balance quality conversations with consistent activity. Success in this role is measured by your ability to build trust quickly, create meaningful investor engagement, and generate qualified meetings while maintaining disciplined CRM management.

Key Responsibilities

• Contact inbound marketing leads promptly via phone, email, and other communication channels.
• Conduct high-volume outbound calling while delivering a professional, consultative client experience.
• Qualify prospective investors based on established criteria and assess investment readiness.
• Build rapport and educate prospective investors on Lankin Investments, private real estate, and our investment process.
• Schedule qualified meetings for Directors of Private Capital Markets, ensuring a seamless client handoff.
• Accurately document all client interactions, notes, and next steps within the CRM.
• Maintain consistent follow-up with prospective investors through structured sales sequences.
• Manage a high-volume pipeline while prioritizing opportunities effectively.
• Meet and exceed individual activity and appointment-setting targets.
• Collaborate closely with Marketing and the Capital Markets team to optimize lead quality and conversion rates.
• Continuously develop product knowledge, sales techniques, and objection-handling skills.

Qualifications

• 1-3 years of experience in inside sales, business development, financial services, or another client-facing sales environment.
• Strong communication, interpersonal, and relationship-building skills.
• Highly motivated with a competitive, goal-oriented mindset.
• Ability to confidently engage senior professionals and high-net-worth investors.
• Excellent organizational and time management skills.
• Comfortable working in a metrics-driven environment with clearly defined performance goals.
• Strong attention to detail and commitment to maintaining accurate CRM records.
• Proficiency with CRM platforms (HubSpot experience is considered an asset).
• Experience in financial services, investments, real estate, or wealth management is an asset but not required.