Based in Toronto, our client is one of Canada’s leading alternative investment firms with approximately $8+ billion in assets under management & assets under administration. They are committed to helping investors explore innovative ways to manage portfolio risk and offer a diverse set of mandates, including real assets, liquid alternatives, and alternative income.
We are seeking a highly organized and detail-oriented Senior Sales Operations Analyst to join the team. The ideal candidate will play a key role in supporting sales operations, ensuring the smooth running of the CRM (Salesforce), assisting in event coordination, managing wholesaler commission reporting, and contributing to various administrative tasks. You will work closely with the National Sales team and collaborate with other departments, such as Marketing, Compliance, and Investment, to provide actionable insights and enhance sales processes.
Work Arrangement: Hybrid (4 days in-office in Toronto, 1 day remote on Fridays)
Key Responsibilities:Approval Workflows, Compliance & Documentation:
- Manage Mutual Fund Sponsored Event approvals and dealer communications
- Ensure compliance with sales practice limits and co-op policies
- Track advisor spending and manage charity donation paperwork
Wholesaler Commissions:
- Prepare and submit quarterly commission reports
Event Coordination:
- Organize national events and roadshows, including travel arrangements and venue bookings
- Collaborate with Marketing for event materials and compliance
Client Service:
- Respond to advisor and investor inquiries within 24 hours
- Manage the Sales phone line and inbox
General Administration & Ad-Hoc Duties:
- Manage promotional item inventory and shipping
- Assist with CRM-related tasks and support new team member onboarding
- Supervise summer interns
Salesforce & Reporting:
- Maintain and update Salesforce dashboards and reports
- Identify system improvements and monitor activities
- Manage leads, webinars, and marketing campaign tracking
- Perform data clean-up and manage trade adjustments
- Generate year-end performance reports and contribute to business planning
- Resolve data import issues via Apex jobs
Functional Competencies:- Bachelor's degree in Business (preferred)
- 3+ years in sales operations or a similar role
- Having or working towards a CSC (Canadian Securities Course) is an asset
- Strong Salesforce proficiency (Sales Cloud)
- Excellent organizational and multitasking skills
- Experience in event coordination
- Strong communication skills, both written and verbal
- Ability to manage compliance requirements and work with large datasets
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
- Proactive and solutions-oriented mindset
