Channel Support Lead - Content / Asset / Investment

BeachHead; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial company is seeking a Channel Support Lead to enhance advisor and client relationships through effective sales support. You will drive initiatives in a collaborative environment, focusing on content development and clear communication. Ideal candidates possess substantial experience in asset management and exceptional interpersonal skills.

Qualifications

• 5-7+ years in asset management, preferably with mutual fund sales support.
• Experience developing content for investment industry sales teams.
• Strong professionalism and ability to work without supervision.

Responsibilities

• Lead assessment, planning, and implementation of sales initiatives.
• Create and launch communication and content for sales support.
• Build strong relationships with sales and senior leadership.

Skills

Communication

Critical Thinking

Collaboration

Persuasion

Education

Post-secondary degree in related field

Tools

PowerBI

Job description

Working with one of the top financial clients, this role calls for a Channel Support Lead - Content / Asset / Investment who will be responsible for the assessment, planning, and implementation / delivery of the sales initiatives to promote consistent and exceptional advisor / client relationships. The successful candidate must be an entrepreneurial self-starter with exceptional people skills, a flexible attitude, and attention to detail to lead sales support for the mutual fund intermediary sales team. This role is focused on communications, content development, and supporting the sales leader in executing their vision. You will conceptualize, create, and launch value-added sales initiatives that enable sales of our investment solutions and strengthen new and existing advisory / client relationships and experiences.

Desired Skill Set :

• 5-7+ years of relevant experience in the asset management industry, preferably supporting an intermediary mutual fund sales team
• Post-secondary degree in a related field of study or an equivalent combination of education and experience.
• 3-5 years of experience developing content, preferably sales collateral, for investment industry sales teams
• Demonstrated ability to communicate in a clear, compelling manner
• Experience working with multiple departments and stakeholders, including sales, marketing, compliance, and data
• Proven ability to persuade others and obtain buy-in from stakeholders, ability to build strong cross-functional working relationships with Senior Leadership
• Strong critical thinking and demonstrated ability to create initiatives that drive sales
• Extremely high level of professionalism with an ability to work effectively without supervision
• Investment / banking experience is required (preferably working with investment advisors)
• Comfortable with ambiguity and a fast learner
• Marketing / communications experience is ideal
• Previous experience supporting sales and executing strategies (comfortable with the administrative component of the role)

Nice To Have :

PowerBI experience

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Marketing and Other

Industries

Financial Services and Banking

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