Mackenzie Investments

Analyst Sales Technology (BB-5432F)

Found in: Neuvoo Bulk CA


Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $141.6 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada. We are committed to the financial success of investors, through their eyes.

Our Vision: Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.

Our Values: Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

At Mackenzie Investments you can Build Your Career with Confidence by:

Changing the Game:
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

Making a Smarter World : We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

Being Proud : As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.

Joining an Unstoppable Team : We build teams that look out for each other, ask the best of each other and deliver the finest work.

Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

Thriving in a Supportive Environment : We have created a workplace where your efforts and career are supported by your team and your leader. The Role

The Product department at Mackenzie Investments is currently accepting applications for a permanent position of Director, Product Development.

Mackenzie Investments Distribution - Sales Experience and Analytics department is currently seeking applications for the position of Analyst, Sales Technology. Reporting to the Director, CRM and Sales Experience, the successful candidate will collaborate with key internal partners (in Distribution, IS, Business Design & Support, Marketing, Finance, Client Relations, etc.) to support, continuously improve and execute on CRM and sales technology initiatives which support our sales teams in the field and on the phones.

The individual’s core responsibilities will be:

  • Supporting – CRM, sales technology and platform initiatives that enable sales excellence.
  • Representing the sales team in working groups, translating their needs into system capabilities for partners.
  • Actively engage with sales teams, business partners and leaders to effectively connect the tools, technologies and processes by documenting business needs and requirements; defining changes and ensuring clarity of needs with cross functional teams (I.S., Client Relations, Marketing partners).
  • Creating materials to support change management, where required.
  • Supporting end-users by answering questions, troubleshooting and resolving issues on sales technologies.
  • Proactively analyzing and providing recommendations and insights to improve business processes and contribute to system changes across all platforms.
  • Executing changes to the platform and other technologies such as but not limited to: customizing page layoutscustomizing fields, picklistscreating high value reports and dashboardsmanaging roles and profiles of userscreating workflow automations, triggerscreating campaigns and other functionality that supports sales team activitiesoverseeing sales team updates
  • Manage technology licensing

  • Overseeing licensing and user onboarding / offboarding for all sales technologies including; Morningstar;; Zoom; Webex; Seismic and Concur.
  • Reviewing usage and analyzing user adoption to determine and make recommendations for action (i.e. inactivation, training, other).
  • Other reporting activities

  • Collaborating with the Digital Marketing team to build and execute external (advisor) email extracts which include but are not limited to product launches, webcasts, dealer conference follow-up and Sales Team territory communications.
  • Building reports and other tools to support the Sales Teams with their territory sales planning process.
  • The following qualifications are required of the successful candidate:

  • Results oriented mindset: Detail oriented with the ability to meet strict deadlines and the ability to set high goals and standards for the team and yourself.
  • Experience in Asset Management Sales environment: 4+ years experience in Financial Services, preferably in mutual fund or mutual fund sales
  • Communication: Excellent written and oral communication and an ability to interact effectively with sales teams, business partners and senior leadership
  • Relationship management: Ability to establish and maintain strong working relationships with clients and business partners across the Company and with external vendors.
  • Education: Related Post-secondary education
  • Organization: Ability to analyze data, coordinate and execute multiple initiatives and projects simultaneously assigning the proper priority.
  • Interest and/or experience with sales tools & technologies & CRM
  • Experience working with is an asset
  • Proficiency with Microsoft Office applications, Word, Excel and Powerpoint.
  • Completion of CSC and IFIC are desirable
  • calendar_today1 day ago

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