Business Development Manager

Invest X; Vancouver; Hybrid; CAD 80,000 - 90,000; Full time

Job summary

InvestX is seeking a Business Development Manager to drive sales and expand advisor relationships in the private equity market. This role involves managing a territory, generating leads, and collaborating with internal teams to enhance client experiences in a hybrid work environment. The position offers a competitive salary, opportunities for professional growth, and access to exciting investment opportunities.

Benefits

Access to exciting investment opportunities

Collaborative team environment

Clear path for professional growth

Hybrid work environment

Qualifications

• 24 years of sales experience in financial services or capital markets.
• Knowledge of investment products such as private equity or mutual funds.
• Eligibility to travel between the US and Canada.

Responsibilities

• Manage and grow a defined territory.
• Generate leads and conduct outreach to financial advisors.
• Execute a data-informed sales process.

Skills

Sales experience

Communication skills

Presentation skills

Time management

Organizational abilities

Education

CSC, IFIC or relevant industry certifications

Tools

Salesforce

Job description

InvestXwas launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that, for many decades, were exclusive to a limited investing population.With over US$500 million in investments and 80+ portfolio companies, we work with leading North American registered security firms to offer accredited investors private equity investment opportunities in companies including Airbnb,SoFi, Spotify, DocuSign,Patreon, and many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our 4th Fund.

InvestXis backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.

About the Role

InvestX is transforming private market access for advisors and their clients across North America. As a Business Development Manager, you will be a key member of our Sales team, responsible for driving sales and expanding relationships with advisors and investment professionals. Youll support the growth of our platform by promoting access to top-tier private equity opportunities and delivering exceptional client service.

Reporting to the EVP of Sales & Marketing youll work in partnership with the Head of Business Development, Canada and cross-functional teams to deliver compelling product solutions, proactive sales strategies, and exceptional client engagement. This is a high-impact role designed for someone with strong financial acumen, persuasive communication skills, and a passion for innovation in the investment space.

Responsibilities

• Manage and grow a defined territory in collaboration with an External Wholesaler.
• Generate leads and conduct proactive outreach to financial advisors and investment firms.
• Deliver compelling presentations and demos that communicate the value of the InvestX

products.

• Act as a trusted resource by understanding advisor business models and identifying how our investment opportunities align with their goals.
• Track, manage, and report on sales pipeline activity using SalesForce.
• Execute a repeatable, data-informed sales process with clear metrics for success.
• Collaborate with internal teams (marketing, compliance, operations) to continuously enhance the client experience.
• Stay current on industry trends, private markets, and competitor offerings to provide strategic insights to clients.
• KYC, AML and other deal documentation support once licensed.

Qualifications

• 24 years of sales experience in financial services or capital markets; ideally in a B2B or inside sales role.
• Knowledge of investment products such as private equity, mutual funds, or alternative investments.
• Completion or working toward completion of the CSC, IFIC, or relevant industry certifications to become licensed.
• Strong presentation and communication skills, both verbal and written.
• Self-starter with excellent time management, prioritization, and organizational abilities.
• Resilient, coachable, and goal-oriented with a growth mindset.
• Experience using Salesforce or similar CRM systems; aptitude for being a SalesForce super-user.
• Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.
• A Background Check including Criminal Record, Credit, and other verifications as required for this position.

Salary & Perks

• Base salary of $80,000 $90,000 CAD, plus variable compensation based on sales targets.
• Hybrid work environment

3 days a week in office in beautiful Vancouver, BC.

• Access to some of the most exciting investment opportunities in private markets.
• Collaborative, high-performance team environment where ideas are valued.
• Clear path for professional growth including into an external sales role.

If this opportunity sounds like it is a good match with your skills, background, and career direction, please apply through our Careers Page () with your cover letter and resume.

InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visible minorities, race, color, religion, sex, sexual orientation, gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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