Strategic Sales Analyst Lead

1 week ago


Toronto, Ontario, Canada Mackenzie Investments Full time

About Us

Mackenzie Investments is a leading diversified wealth and asset management company, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.

Job Summary

We are seeking a highly skilled Strategic Sales Analyst Lead to support the Mackenzie Retail and Strategic Partnerships Distribution strategic priorities and tactics that are enabled by our CRM and sales technology platforms.

Main Responsibilities

The successful candidate will be responsible for:

  • Increase productivity of the sales team
  • Improve sales effectiveness
  • Increase breadth and depth of advisor coverage and product/asset category penetration
  • Evolving our Wholesaling model as new opportunities arise

Key Deliverables

The candidate will manage intake of feedback, requests, inquiries from sales teams / leaders and support Change Management and Adoption Activities, including collaborating with Learning & Development, Product Owners, and Sales Leadership to communicate change management. Additionally, they will create and maintain resources to support process adherence & ongoing adoption of our sales reporting, technologies, and tools.

Requirements

The ideal candidate will have 4+ years' experience within a sales environment, preferably in Financial Services or Asset Management. Key skills and qualifications include:

  • Ability to analyze data, coordinate and execute multiple initiatives and projects simultaneously
  • Experience working with Salesforce.com is an asset
  • Proficiency with Microsoft Office applications
  • Passion for analysis and solving problems with creative solutions

Salary Estimate

The estimated salary for this position is between $80,000 to $110,000 per year, depending on experience and qualifications.



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