Distribution Enablement Analyst at CI GAM

Become a Distribution Enablement Analyst at CI GAM, focusing on sales technology optimization and innovative initiatives. This role provides an excellent opportunity to leverage your financial services experience.
In this position, you will collaborate with various teams to enhance sales processes and tools, such as Salesforce. You will also be responsible for crafting training materials, ensuring the tools are effective and properly utilized. Your contributions will directly impact CI's sales effectiveness.

Key Responsibilities:

• Optimize Salesforce and other sales tools for effectiveness

• Design and maintain training resources for sales teams

• Conduct analyses to identify gaps in sales processes

• Collaborate on sales initiatives with multiple departments

• Manage documentation for compliance and smooth tool adoption
Requirements:

• Minimum 1 year in financial services or asset management

• Familiarity with mutual funds and investment management

• Strong communication and presentation skills

• Proficient in Salesforce and Excel

• Strong organizational skills and attention to detail
Bring your expertise in sales and finance to support CI GAM’s distribution strategies and enhance overall performance.
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