Sales & Client Enablement Specialist

6 months ago

Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

**Sales & Client Enablement Specialist**

**Connor Clark & Lunn Financial Group**

**Vancouver, BC**

Interested in joining a growing marketing team that leads several digital transformation initiatives at one of Canada's largest privately held asset managers? The Connor, Clark & Lunn Financial Group (CC&L Financial Group) Marketing team is looking for a detail-oriented problem solver with a ‘can do’ attitude to join our Sales & Client Enablement team. Our Sales and Client Enablement team works with our sales and client service teams to deliver timely information for external stakeholders. The team collaborates extensively across various operational groups to create material that supports our clients and brand. You will be working

in a fast-paced production environment. Ideally you are comfortable working with investment data as well as discussing, understanding and visually interpreting investment concepts.

Our offices currently operate on a hybrid model with a combination of in-office (3 days) and remote working days throughout the week.

**What You Will Do**
- Collaborate with Institutional Sales, Data team, Client Reporting, Compliance and various investment teams to oversee the high-quality production of quarterly/monthly Sales and Client presentations for prospecting and client service activities.
- Work effectively with other operational teams to ensure timelines and processes are properly communicated and adhered to
- Provide design support for sales presentations and RFPs while adhering to brand standards
- Maintain and implement LiveDocs and other Enhancements available within the Seismic platform
- Building dashboards within Seismic to provide insights for stakeholders
- Proactively identify opportunities to improve, optimize, or automate processes to continually streamline the administration of sales presentations
- Provide back-up support to other Marketing Services team members when needed
- Support executive team to produce semi-annual updates and other ad-hoc presentations

**What You Bring**
- **Microsoft wizard**:Advanced Microsoft Office skills with extensive experience using PowerPoint and Excel.
- **Want to do it better** With our tech stack increasing, there are opportunities to leverage these tools to do our work faster and more effectively. We want someone who’s curious and motivated by these opportunities.
- **Seismic Sales Enablement Platform**: We’ve just begun implementing this platform to automate our maintenance of sales collateral. You have experience with this platform or are excited to become an expert on this industry leading tool.
- Other tools you’ll use: Smartsheet, CORIC, JIRA, SharePoint, MS Teams
- **There’s no “I” in team**: Always approachable and respectful of others, you’ll be working with experts across various functional teams. We need a true team player that puts the success of the team over themselves. You’re always willing to jump in and help others, even if it’s not your “job”.
- **The devil’s in the details**:Strong attention to detail and a high level of accuracy, because we only get one chance to make a first impression.
- **Expert juggler**:The ability to multi-task and work under tight deadlines, including the ability to re-prioritize to accommodate urgent requests.
- **Go with the flow**: Things change frequently, be it timing, content, or even the original direction provided. You must have patience and ability to adapt to change. A good sense of humor goes a long way.
- **Express yourself**: Strong communication skills. You’ll be working in person and remotely with data providers, sales managers, compliance officers and the executive team.
- **Eager to learn**: Our Business and team is evolving quickly and you will be exposed to new tools and concepts.
- **Investment Knowledge**: You are eager to learn about the investment industry or are already comfortable with investment jargon.

**About our Marketing Team**

**The value we bring**:As a center of excellence, we streamline the communication and sales needs of our stakeholders by offering timely, accurate and compelling information. We engage prospects, clients, and internal audiences throughout their journey to support the firms’ initiatives and drive revenue.

**How we do it**:As a hub for our partners and stakeholders, we embrace technology and creativity to reimagine the art of the possible. Advocating for our audiences, we bring perspectives together to create optimal messaging and outcomes. With a focus on being brilliant at the basics, our stakeholders rely on us to navigate the complexities of risk, embrace innovation, and enhance our brands in the market to drive revenue and trust.

We all seek a rewarding career. We believe this is best achieved by:

- **Your Community**: Join a community that supports you, your wellbeing and work-life flexibility. Collaborate with talented colleagues in an inclusive environment.
- **Your Growth**: At every level, you’ll

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