Mackenzie Investments

  • Senior Analyst, CRM and Sales Technologies

    Job Location CA-ON-Toronto
    Posted Date 1 week ago(12/6/2018 1:17 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Entry Level, Experienced
    Years of Experience
  • Job Description

    Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $64.71 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $160 billion. We are committed to the financial success of investors, through their eyes.


    Our Vision

    Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.


    Our Values

    Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.


    At Mackenzie Investments you can Build Your Career with Confidence by:

    Changing the Game:  We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

    Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

    Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.

    Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

    Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

    Thriving in a Supportive Environment:  We have created a workplace where your efforts and career are supported by your team and your leader.


    The Sales Experience & Analytics Team within the Retail Distribution Division of Mackenzie Investments is currently accepting applications for the position of Senior Analyst. Reporting to the Manager, CRM and Sales Technologies, the Senior Analyst will be responsible for supporting projects and change management activities related to tools and technologies used by Sales Distribution Teams.  The successful candidate will function as a liaison between the sales team and our delivery partners in IS to build on our CRM capabilities on and to digitize and improve sales activities where possible.  They will work closely with internal partners in IS, Compliance, Training and Development and Marketing to improve the user experience, sales effectiveness and efficiency of the team.


    As a valued member of the Sales Experience & Analytics Team, this individual will:

    • Actively participate and contribute in projects as a subject matter expert, representing Sales Distribution (Institutional, Key Accounts and Retail).
    • Gather requirements from the various user groups; perform and document analysis and business process flows which will be used in decision-making for implementation.
    • Capture any enhancements to Salesforce as well as business process impacts resulting from the project or initiative.
    • Assist with testing and implementation activities.
    • Monitor and measure post implementation results based on key success factors.
    • Actively participate in Roadmap initiatives.
    • Lead change management activities for continuous improvements and projects which include documenting business process changes and impacts, communications.
    • Collaborate with Training and Development team to provide updates on Salesforce changes in order to maintain job aids, presentations, and training documents to support training plans.
    • Actively participate in monthly end-user work groups to gather insights on business process and technology changes and enhancements. These working groups are to create a centre of excellence and power users (Sales Technology Champions).
    • Manage Business Continuity Plans and initiatives.  

    The following qualifications are required of the successful candidate:

    • Excellent analytical and problem-solving skills
    • 4+ years’ experience in Financial Services, preferably in Asset Management
    • Strong oral and written communication skills
    • Experience with and Concur is an asset
    • Advanced Excel skills
    • Ability to work independently as well as within a team
    • Highly organized with strong attention to detail
    • Highly motivated individual with willingness to take initiative
    • Experience with agile delivery an asset

    Internal Applicants:

    If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by December 20, 2018.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 11.

    External Applicants:

    We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.


    Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.


    Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.


    file # 18-278.


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