Senior Associate, Relationship Management – Associé·e principal·e, Gestion des relations

Rally Assets; Toronto; On-site; CAD 80,000 - 90,000; Full time

Job summary

An impact investment management firm seeks a Senior Associate for Relationship Management to support sales and marketing efforts. This role requires expertise in investor relations and project management while creating impactful marketing content. The ideal candidate will have at least 5 years of relevant experience along with excellent presentation skills. Based in Toronto, the position offers a hybrid work environment with significant in-person attendance required. The firm values diversity and encourages all qualified applicants to apply.

Benefits

Competitive health and benefits plan

20 days vacation entitlement per year

Stock option plan

Bonus plan based on performance

Qualifications

• At least 5 years in investor relations, sales, or business development.
• Interest and knowledge in impact investing.
• Experience in creating engaging marketing assets.
• Managing complex, cross-departmental projects.
• Proficient in English; French is a plus.
• Legally able to work in Canada.

Responsibilities

• Manage RFP and DDQ responses for investment management.
• Control CRM software for efficient relationship management.
• Conduct research for market and competitive insights.
• Create high-quality sales and marketing materials.
• Conduct meetings and presentations with clients and partners.
• Manage events and webinars from planning to execution.

Skills

Investor relations experience

Project management skills

Presentation material development

Data entry and analysis

Relationship building

Interpersonal skills

Education

Degree in relevant field

Tools

CRM software

LinkedIn Sales Navigator

Email automation tools

Job description

ROLE DESCRIPTION

Reporting to the Head of Relationship Management, the Senior Associate, Relationship Management enables our sales, business development, investor relations and marketing functions to strengthen our relationships with clients and prospective clients. The work is varied, involving both preparatory ‘back end’ work to build business development infrastructure (creating presentation materials, developing RFP responses, managing the CRM, project managing events and webinars) and ‘front end’, client‑facing work (like representing the firm at industry events, prospecting and sales calls and meetings, delivering webinars and presentations). This role represents an expansion of the Relationship Management team, to match growing business opportunities. This is a great job for a Toronto‑based, experienced relationship manager who is excited to grow alongside us and help a small team continue to do big things.

PRIMARY DUTIES

The role will split time between cross‑team functions where you will build the firm’s business development infrastructure and external‑facing work where you will strengthen our relationship with current and prospective clients and sector players.

Cross‑team support functions

• RFP and DDQ Response: End‑to‑end project management of RFP and DDQ responses for investment management mandates including maintaining an up‑to‑date bank of responses and data pulls, assembling and tailoring responses to align with specific mandates, coordinating review cycles, and collaborating with subject matter experts to develop net‑new responses and data visualizations.
• CRM Management: Management of Client Relationship Management (CRM) software tools to ensure effective relationship stewardship across all teams. This includes consistent process application, prompt and accurate logging of organizational contacts and meeting notes, reminder and outreach automation.
• Research and Strategy: Informing our product development and go‑to‑market strategy by conducting ongoing, iterative research on market and competitive dynamics, and investor segments to continuously refine our unique value proposition and product‑market fit.
• Content Creation: Working with subject matter experts, building high quality materials for sales, marketing and business development purposes, including for pitch decks/presentations, webinars, blog posts, white papers, and covering diverse topics including product information, organizational overviews, market intelligence and educational content.

External‑facing work

• Sales Research and Prospecting: Conducting research and relationship mapping on prospective clients to originate opportunities, conduct cold and warm outreach via email, phone and LinkedIn, and increase effectiveness of sales and business development meetings.
• Meetings and Presentations: Conducting meetings with prospective clients and partners, including both informal, exploratory meetings and formal ‘pitch’ presentations.
• Event Management: End‑to‑end project management for convening in‑person events and virtual webinars/info sessions including aligning with subject matter experts on topic, developing presentation materials, curating guest list, recruiting guest speakers, building and executing marketing strategy and day‑of operational plan.
• Event Attendance: Representing the firm at in‑person and virtual events at relevant forums including ‘traditional’ investment and impact investment‑focused convenings.

QUALIFICATIONS

• Training, a degree and/or at least five years of relevant work experience in investor relations, sales/fundraising, and/or business or relationship development in private wealth or institutional investing.
• Interest in and some knowledge of impact investing.
• Experience developing engaging presentation materials/marketing assets to secure investment.
• Experience managing multifaceted, cross‑departmental projects from conception to delivery.
• Experience with data entry, analysis and tool development for sales and/or marketing tools including LinkedIn Sales Navigator, CRM (e.g. Mailchimp, Affinity, Salesforce) and email automation (e.g. Outreach, Salesloft).
• Proficiency in English; proficiency in French is considered an asset.
• That you are legally able to work in Canada without restrictions.

Interview Topics

• Your experience with private wealth and/or institutional investment sales/fundraising and/or business development.
• Your experience with and/or knowledge of the impact investing sector.
• Your project management skills.
• Your ability to build relationships effectively with a broad array of stakeholders.
• Your ability to communicate clearly and competently on a range of investment and impact topics.
• Your comfort working in a fast‑paced, evolving and self‑directed work environment.
• Your belief in our company values of curiosity, empathy, generosity, grit, honesty and integrity.
• Your commitment to contributing to a team’s success.
• Strong interpersonal skills, emotional intelligence, communications skills.

WORKING AT RALLY ASSETS

• Work at a company that is purpose driven and values aligned where you will be able to contribute on a daily basis to making the world better.
• A great corporate culture – a certified great place to work and a certified B Corporation.
• Personal and professional development opportunities.
• We strive to support everyone to have a good work‑life balance.
• A competitive health and benefits plan designed to support the welfare of team members.
• Opportunity for ownership participation through a stock option plan.
• Participation in a bonus plan based on financial, impact and corporate performance.
• Vacation entitlement starts at 20 days a year.
• Toronto‑area hybrid work. This role will entail significant in‑person work, in particular in downtown Toronto, to attend meetings and events. Virtual work will be possible 2‑3 days per week depending on the event and meeting schedule.

APPLICATION INSTRUCTIONS

Interested individuals should apply through our online application portal by January 18, 2026. A cover letter is not necessary, but in your application please provide a maximum 150‑word response to this question: “Based on what you know about our firm, what do you think would be the most important private wealth or institutional channel to pursue in 2026”. Shortlisted candidates will be contacted for interview. No phone calls please.

COMMITTED TO INCLUSION

Rally Assets Inc. is committed to equity, diversity and inclusion. We intentionally strive to have a workforce that mirrors the diverse demographics in this country. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status. Studies have shown that women, people of colour, people with disabilities and people from 2SLGBTQIA+ communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for. If you require accommodation during the recruitment and selection process, please let us know: [e-mail]. We will work with you to provide as seamless a recruitment experience as possible.

To support fairness and reduce administrative burden, Rally may use AI‑assisted tools to help organize or review resume content. These tools never disqualify candidates or make decisions. All hiring decisions are made by human reviewers.

ABOUT RALLY ASSETS

Rally Assets Inc. is an impact investment management firm. We strive to help investors generate positive social and environmental impact alongside a financial return. We provide portfolio management services to funds and create custom impact portfolios, aiming to enable foundations, institutional investors, family offices and individual accredited investors to invest in alignment with their values. We are registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Ontario and Quebec. Realize Capital Partners Inc. a subsidiary of Rally Assets Inc. is the manager of Realize Fund LP, under the Government of Canada’s Social Finance Fund.