CRM & Marketing Operations Specialist

Caldwell Investment Management Ltd.; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

Caldwell Investment Management Ltd. seeks a CRM & Marketing Operations Specialist to optimize client engagement and enhance marketing execution. This hybrid role combines CRM management with hands-on marketing responsibilities, ideal for a detail-oriented professional. The successful candidate will manage CRM workflows, design marketing materials, and collaborate with teams to elevate the firm's brand positioning in the investment landscape.

Benefits

Comprehensive total rewards program

Competitive base pay and bonus opportunities

Ongoing mentoring and coaching

Qualifications

• 3–5 years of experience in a CRM or Marketing Operations role.
• Extensive experience with CRM platforms and marketing automation tools.
• Proficiency in Adobe InDesign, Illustrator, Photoshop, and Microsoft Office.

Responsibilities

• Customize and manage the CRM system to align with client engagement strategies.
• Design and produce marketing materials using Adobe Creative Suite.
• Execute email marketing campaigns and manage contact segmentation.

Skills

Interpersonal skills

Sales skills

Organizational skills

Communication skills

Problem-solving

Education

Post-secondary degree or diploma in Marketing, Business Technology, or related field

Tools

CRM platforms

Marketing automation tools

Adobe Creative Suite

Microsoft Office

WordPress

Job description

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Caldwell Investment Management Ltd. is seeking a dynamic and detail-oriented CRM & Marketing Operations Specialist to help lead the optimization of our client engagement infrastructure and elevate our marketing execution. This hybrid role blends CRM system ownership with hands-on marketing responsibilities, making it ideal for a professional who thrives while working at the intersection of technology, process improvement, and creative communications.

Reporting to the Senior Vice President, Sales and Corporate Development, this role will serve as the internal manager, responsible for all Caldwell Investment Management client communications and brand positioning through our relationship management (CRM) platform.The CRM & Marketing Operations Specialist will seek to enhance the effectiveness of our sales efforts, improve data integrity, and support targeted marketing initiatives. The ideal candidate will also spearhead the design, branding and distribution of sales materials and digital content to help elevate Caldwell Investment Management’s positioning in the Canadian investment landscape.

Key Responsibilities

• Customize and manage the CRM system to align with firm-wide processes and client engagement strategies
• Build and optimize CRM workflows, automation rules, validation rules, and dashboards
• Generate reports and data analytics to uncover trends, sales insights, and campaign opportunities
• Coordinate third-party CRM integrations (email marketing, client portals, task management, etc.)

Marketing Operations :

• Design and produce Caldwell Investment Management marketing materials (highlight sheets, commentary layouts, presentations, digital ads) using Adobe Creative Suite, MS Word, PowerPoint, etc.
• Collaborate with sales and investment teams on campaign planning and content development
• Oversee corporate website updates, blog posting, and SEO enhancements
• Execute email marketing campaigns, track analytics, and manage contact segmentation
• Assist with regulatory documentation and internal / external content distribution

Qualifications and Experience

• 3–5 years of experience in a CRM or Marketing Operations role (preferably within financial services)
• Post-secondary degree or diploma in Marketing, Business Technology, or related field
• Extensive experience with CRM platforms, marketing automation tools, and data reporting
• Proficiency in Adobe InDesign, Illustrator, Photoshop, Microsoft Office, and WordPress

The job candidate should also possess the following competencies :

• Exceptional interpersonal and sales skills
• A positive and flexible attitude
• Good organizational skills and ability to set priorities and meet deadlines
• Proficient with Microsoft office, including Excel and PowerPoint
• The ability to partner with the business to achieve firm and team goals
• Strong written and verbal communication skills
• The ability to proactively identify issues and recommend solutions
• A good work ethic

What We Offer :

• A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
• Compensation that varies based on skills and demonstrated experience of the applicant
• A progressive and high-performing team environment
• Ongoing mentoring and coaching

About Caldwell Investment Management Ltd. :

Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.

CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.

Our Workplace :

Join Caldwell and be part of our highly engaged and growing team, where employees :

i) reach their full potential,

ii) consistently deliver high-quality client experiences; and

Applications, cover letters, and resumes may also be sent to [e-mail]

Caldwell is an equal opportunity employer.

Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.

No telephone inquiries please.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Investment Management

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