Institutional Business Development Manager

Cim; Calgary; On-site; CAD 120,000 - 180,000; Full time

Job summary

QV Investors is seeking an experienced Institutional Business Development Manager to grow the firm’s presence with Canadian institutional investors, family offices, foundations, endowments and pension plans. You will build a qualified pipeline and nurture long‑term client relationships through disciplined prospecting and clear investment commentary.

You will lead meetings, coordinate proposals and finalist pitches, and work with portfolio managers to articulate QV’s investment approach,

Qualifications

• 7–10 years of relevant experience in institutional business development, institutional sales, consultant relations, client relationship management or a related role in asset management, investment consulting, banking, insurance or financial services.
• Established network of relationships with institutional investors, pension consultants, plan sponsors, family offices, foundations, endowments and other centres of influence.
• Proven ability to prospect, build relationships, develop trust, advance opportunities and convert qualified prospects into new business.
• Strong knowledge of investment management, capital markets, portfolio construction and the institutional decision‑making process.
• Experience preparing and delivering persuasive presentations, proposals, RFP responses and finalist pitches to sophisticated investors and consultants.
• Bachelor’s degree; CFA, CIM, MBA or progress toward these credentials is considered an asset.
• Ability to become appropriately registered where required, and to operate within all applicable compliance, regulatory and firm standards.
• Excellent written and verbal communication skills, with the ability to explain complex investment concepts clearly and credibly.

Responsibilities

• Develop a targeted business development plan for institutional prospects across Canada.
• Build and advance a pipeline of opportunities with institutional investors, pension consultants and other centres of influence.
• Coordinate prospect meetings, presentations and finalist pitches, with or without portfolio managers.
• Monitor market trends and consultant research to strengthen QV’s profile in the institutional market.
• Promote QV through active industry networking and client outreach.
• Attend meetings to understand investment strategies and contribute to client proposals and outcomes.

Skills

Relationship building

Prospecting

Communication skills

Networking

Industry knowledge

Education

Bachelor's degree in business, finance, economics or related

CFA

MBA

Job description

THE ROLE

QV Investors is seeking an experienced, relationship-driven Institutional Business Development Manager to help expand the firm’s presence with institutional investors, family offices, foundations, endowments, pension plans, consultants and other centres of influence across Canada. The successful candidate will combine disciplined prospecting, strong investment knowledge, excellent communication skills and a high standard of professionalism to build a qualified pipeline, convert opportunities into new mandates and support long‑term client relationships.

ROLE OVERVIEW

The Institutional Business Development Manager will lead business development efforts for QV Investors in priority channels. In the near term, the role will be weighted toward new business development, with increasing client service responsibilities as new mandates are won and relationships deepen. The individual will be expected to build trusted relationships with prospects and consultants, articulate QV’s investment approach clearly, support finalist presentations and proposals, and maintain a rigorous record of activity, pipeline progression and client outcomes.

KEY RESPONSIBILITIES

Business Development

• Develop and execute a targeted business development plan for institutional prospects, pension plans, family offices, foundations, endowments and consultants across Canada.
• Leverage new and existing industry relationships to build, maintain and advance a pipeline of qualified opportunities with institutional investors, pension consultants and other centres of influence across Canada.
• Coordinate and lead prospect meetings, presentations and finalist pitches, individually or with portfolio managers and investment committee members.
• Monitor competitive positioning, market trends and consultant research requirements to identify opportunities for QV to strengthen its profile in the institutional market. Work with various teams to maintain high‑quality marketing and prospecting materials.
• Promote QV through active community and industry networking.

Client Service and Relationship Management

• Meet with assigned institutional clients and relationships, including family offices where applicable, to review QV’s investment performance and communicate QV’s investment philosophy, process, market developments and actions within QV’s investment strategies. Be willing to host educational sessions for institutional clients and prospects that are unfamiliar with investments.
• Maintain regular communication with clients and consultants, including meeting preparation, follow‑up, issue resolution and timely sharing of relevant portfolio and firm updates.
• Ensure required documentation is completed, current and maintained in accordance with firm policies and regulatory expectations.
• Support portfolio compliance monitoring by coordinating with internal teams to ensure client portfolios remain aligned with investment policy statements and firm guidelines.

Firm Contribution and Internal Collaboration

• Attend Investment Committee and mandate‑related meetings as appropriate to build and maintain a deep understanding of QV’s investment strategies, portfolio positioning, risk metrics and market perspectives.
• Track and report all business development and client service activity using QV’s systems, including pipeline progress, meeting outcomes and next steps. Provide regular updates to senior leadership.
• Contribute to long‑term strategic planning, including client segment development, geographic expansion, product or strategy positioning and consultant engagement.

REQUIRED EXPERIENCE AND QUALIFICATIONS

• Minimum of 7 to 10 years of relevant experience in institutional business development, institutional sales, consultant relations, client relationship management or a related role in asset management, investment consulting, banking, insurance or financial services.
• Established network of relationships with institutional investors, pension consultants, plan sponsors, family offices, foundations, endowments and other centres of influence.
• Proven ability to prospect, build relationships, develop trust, advance opportunities and convert qualified prospects into new business.
• Strong knowledge of investment management, capital markets, portfolio construction and the institutional decision‑making process.
• Experience preparing and delivering persuasive presentations, proposals, RFP responses and finalist pitches to sophisticated investors and consultants.
• Bachelor’s degree in business, finance, economics or a related discipline required; CFA, CIM, MBA or progress toward these credentials is considered an asset.
• Ability to become appropriately registered where required, and to operate within all applicable compliance, regulatory and firm standards.
• Excellent written and verbal communication skills, with the ability to explain complex investment concepts clearly and credibly.

Ideal Candidate Profile

• Self‑motivated, proactive and comfortable working independently while staying closely connected to a broader team.
• Strong executive presence, networking ability and professional credibility with institutional decision makers.
• Relationship builder who earns trust through preparation, authenticity, responsiveness and sound judgment.
• High energy, strong work ethic and disciplined follow‑through across a long institutional sales cycle.
• Collaborative team player who can partner effectively with investment, client service, compliance, operations and communications colleagues.
• Maintain a growth‑oriented and team‑oriented mindset.
• Strategic thinker who can identify where QV’s offering fits a prospect’s objectives and articulate differentiated value.
• High ethical standards and commitment to client‑first conduct, confidentiality and professionalism.
• Experience managing a business development team is an asset.