Manager, Etf Sales
1 week ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
JOB OVERVIEW
Reporting into the SVP, Head of ETF Strategy, the Manager, ETF Sales is responsible for supporting the overall growth of the ETF business through administrative and business development tasks.
WHAT YOU WILL DO
Administrative Tasks:
- Monthly reporting
- Creation and maintenance of Salesforce CRM tools to track usage, opportunities and pipelines
- Ad-hoc tasks as required
Relationship Management:
- Work with National Distribution team to promote growth of CI ETF business
- Work with external clients and partners such as index providers, capital markets teams, exchange representatives
- Build a pipeline of ETF opportunities internally that can be capitalized on by the broader team
Events Management:
- Coordination of ETF related events and conferences including ETF Symposium
- Assist in planning and coordination of wholesaler ETF sessions Nationally
- Assist in broader corporate initiatives
Visibility Initiatives
- Management of CI ETF content calendar internally and externally to increase brand visibility for CI
WHAT YOU WILL BRING
- Minimum 3 years’ financial services industry experience in a sales capacity; ETF experience is an asset
- University degree in Business Administration
- Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA) is an asset
- Securities, mutual fund products, and investment industry
- Advance expertise in MS Office (Word, Excel, PowerPoint)
- Excellent communication and interpersonal skills in managing relationships with clients
- Strong time management and organization skills with the ability to meet deadlines
- Resourcefulness and creative problem solving skills to provide effective solutions for clients
LI-HYBRID
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines
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