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

Dawn - Job Search Jobs

Sales Operations Associate