Junior Account Manager

OurCrowd; Toronto; On-site; CAD 50,000 - 65,000; Full time

Job summary

A global investment firm in Toronto is seeking a driven Junior Account Manager to enhance relationships with accredited investors. This role involves guiding investors through exclusive venture capital and alternative investment opportunities. Candidates should hold a relevant bachelor's degree and have 1-2 years of experience in financial services, with strong communication and organizational skills. The position offers a base salary range of CAD $50,000–$65,000 along with performance-based commissions.

Benefits

Comprehensive health benefits

Generous vacation policy

Collaborative work environment

Qualifications

• 1-2 years of experience in financial services, wealth management, investment banking, or investor relations required.
• Experience with startups or venture capital is a strong asset.
• Ability to build trust with clients at all levels.

Responsibilities

• Articulate OurCrowd's investment opportunities to investors.
• Engage investors through personalized outreach.
• Guide new investors through onboarding and initial investments.

Skills

Excellent communication skills

Strong organizational skills

Curiosity for business and finance

Self-motivation and problem-solving

Collaborative mindset

Education

Bachelor's degree in Finance, Business or related field

Tools

Salesforce

Salesloft

Job description

OurCrowd is seeking a driven, relationship-oriented Junior Account Manager to join our global Investor Relations team. This role is ideal for professionals with a finance or investment background who are eager to connect accredited investors with exclusive venture capital and alternative investment opportunities.

As a Junior Account Manager, you’ll build and maintain relationships with prospective and existing accredited investors, understand their investment goals, and guide them through opportunities in startups, funds, and alternative investing. You’ll play a key role in expanding our investor network and deepening engagement with our platform.

This position is based out of our downtown Toronto office at Yonge and Richmond. We offer comprehensive health benefits, a generous vacation policy, and a collaborative, supportive work environment.

Responsibilities:

• Articulate OurCrowd’s unique value proposition and specific investment opportunities to prospective and existing investors
• Engage investors through thoughtful outreach, personalized conversations, and targeted updates.
• Assess investor interests, qualify leads, and track activity in Salesforce.
• Guide new investors through onboarding, assist with their initial investments at OurCrowd, and build the newly established relationship into a long-term partnership.
• Strengthen relationships with your existing investor book through proactive follow-up and exceptional service.
• Collaborate across teams to achieve shared goals and deliver a seamless investor experience.
• Coordinate with other departments to address investor inquiries efficiently.
• Strive to consistently meet and exceed performance targets and KPIs.

Requirements:

• Bachelor’s degree in Finance, Business or a related field – Required.
• 1-2 years of experience in financial services, wealth management, investment banking, or investor relations – Required.
• Experience with startups, venture capital, or funds is a strong asset.
• Excellent communication skills and the ability to build trust with clients at all levels.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Proficiency in Salesforce and/or Salesloft – advantage.
• A natural curiosity for business, finance, and innovation.
• Self-motivation, resourcefulness, and a proactive approach to problem-solving.
• A collaborative mindset and positive team spirit.

Base salary range of $50,000–$65,000 CAD annually, commensurate with experience. This position includes a non-guaranteed, performance-based commission structure (variable compensation), which is not included in the base salary range.

Please note that this post is for an existing vacancy on our Investor Relations team in Toronto. We do not use AI tools in our hiring process, our hiring team is 100% organic, free-range humans. OurCrowd is committed to an inclusive, accessible recruitment process. We welcome and encourage applicants from all backgrounds and are committed to creating a workplace that is diverse, equitable, and inclusive. If you require accommodation at any stage of the application process, please contact [e-mail].