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Associate, Institutional Solutions

Full Time | Toronto

Responsibilities

  • Institutional Business Development Support
    • Partner with senior Institutional Sales professionals to support business development efforts across pensions, endowments, foundations, consultants, and other institutional investor types across Canada.
    • Use publicly available information, third party databases, and financial statements to identify prospective entities, updated key contacts, and contact information.
    • As applicable, cross reference existing direct clients with any institutional Board/Committee work.
    • Develop outreach strategy to increase chance of a positive response, track responses and manage follow ups.
    • Propose and co-ordinate creative prospect engagement events, activities, or roadshows.
  • Pre- and Post-meeting Support
    • Conduct detailed research on prospective clients, including asset allocation structure, manager lineups, funding status, governance model, and consultant relationships.
    • Prepare customized pitch materials, investment proposals, and portfolio analytics tailored to institutional mandates.
    • Drive timely and thorough post-meeting follow-up and additional due diligence requests.
    • Maintain momentum on active opportunities by tracking next steps, coordinating deliverables, and supporting mandate progression through funding.
  • Pipeline Management & Client Relationship Management
    • Maintain accurate records of institutional prospects, client interactions, and sales pipeline within Salesforce (CRM).
    • Develop relationships with Analyst-level contacts at institutional funds and consulting firms
    • Analyze sales activity and pipeline metrics to support territory strategy and areas of focus.

Critical Competencies

  • Institutional Acumen – Demonstrates a strong understanding of institutional investor types, gatekeepers, decision makers, and sales process.
  • Detail Orientation – Maintains exceptional accuracy in identifying entities and key contacts, reporting, and database updates.
  • Project Management – Effectively manages multiple deadlines, prospect requests, and cross-functional deliverables in a fast-paced environment.
  • Collaboration – A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in however and wherever possible.

  • Accountability & Ownership – Takes initiative, anticipates needs, and follows through on commitments with a high degree of professionalism.

Requirements

  • Degree in Business, Finance, Economics, or a related field.
  • Minimum of two (2) to five (5) years of experience in institutional sales support, asset management, investment consulting, or a related financial services role.
  • Strong understanding of fixed income markets and institutional investment structures.
  • Progress toward or completion of CFA, CIM, or other relevant industry designation is preferred.

  • Proficiency with CRM systems (e.g., Salesforce) and strong Excel/PowerPoint skills.

Additional Information:

  • Position Type: Full-Time Permanent
  • Work Location: Toronto
  • To learn more about life at RPIA, visit https://rpia.ca/
  • Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/581240358/
  • This is to fill an open vacancy
  • Artificial Intelligence may be used as part of this recruitment initiative
  • Compensation Range: $65,000 – $80,000 base salary, additional compensation may be available

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. 
  • inConfidence (provided by Medavie Blue Cross via Inkblot) Employee and Family Assistance Program to support mental well-being and extends to all family members in your household. 
  • Opportunities for professional and personal growth through:
    • Cross-functional Mentorship Program
    • Internally curated Leadership Skills training program

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: client-first, innovation, excellence, partnership, integrity, and giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 120 employees and $21 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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