Associate, Sales Enablement (12-month Contact)
Mackenzie Investments is a leading wealth and asset management company in Canada, seeking an Associate in Sales Enablement to support dealer conference planning and execution. This role involves managing compliance approvals, coordinating logistics for events, and improving processes within the Retail Distribution team.
Responsibilities
- Oversees coordination of national Dealer Conferences, regional Dealer Conferences initiated by the National Accounts team and webinars for Dealer Conferences
- Leverage a consultative approach to problem solving, and ensuring all partners and stakeholders have clear understanding of expectations and objectives for dealer conferences
- Collaborate with sales leadership to establish presenter expectations and adherence to Retail messaging
- Implement and execute against dealer conference project plans, including
- Ensuring materials presented at Dealer conferences are compliant and aligned with the topic agreed to between the dealer and Mackenzie sales leadership
- Overseeing onsite set up and take down where required at dealer conferences
- Preparing and submiting any pre & post conference approval packages for Compliance. Apply for Continuing Education credits through the Sales Practices & Compliance team where required
- Manage any logistics related to virtual dealer conferences, including managing the conference in the background
- Act as a liaison between Dealer conference organizers and Mackenzie teams across Distribution, Product and Marketing
- Create and maintain role procedures and process documents
- Identify process improvement opportunities within the team
- Conduct ongoing analysis to ensure processes and timelines are adhered to
- Expense management and reconciliation for dealer conference costs
- Coordinating and scheduling speakers and wholesalers for dealer conferences
- Applying National Accounts expenses within Salesforce
- Supporting sales leadership scheduling where required
Skills
- 1-2 years of relevant experience
- Highly collaborative with excellent interpersonal, negotiation and influencing skills
- Organizational, planning and communication skills
- Passion for analysis and innovative problem-solving abilities
- Effective management of projects and timelines
- An interest and curiosity in capital markets and how they relate to the fund industry
- Successful completion of a financial services industry program course (i.e. CSC, IFIC, CFA, CFP, CIM, etc) is an asset
- University degree or industry equivalent
- Willingness to travel within Canada in support of dealer conference events, as required
Benefits
- COMPETITIVE COMPENSATION & RECOGNITION : competitive base salary
- WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
- In addition to base salary, this role is eligible for paid time off and career development.
Company Overview