Strategic Account Development Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Strategic Account Development Associate based in Canada.

This role is focused on building meaningful engagement with financial advisors within strategic wealth management firms.
You’ll partner closely with Strategic Account Executives and Solutions teams to create momentum across enterprise sales opportunities.
From targeted prospecting to product demonstrations and workshops, you’ll help turn advisor interest into lasting internal champions.
You’ll develop a deep understanding of advisor workflows, investment conversations, and client-facing needs.
Your insights will directly shape account strategies, messaging, demonstrations, and product feedback.
The role combines relationship building, commercial judgment, research, and proactive outbound engagement in a collaborative environment.
It’s an opportunity to make a measurable impact while helping modernize how investment advice is communicated across the wealth management industry.