Director, National Sales Initiatives

Job Description:

Division: MI Retail Distribution

Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Position:

This role will be responsible for developing and executing against Retail’s advisor-facing content strategy through virtual and in-person conference events to broaden our advisor coverage and increase sales to new and existing advisors.

This role will work closely with the Sales Effectiveness team within Sales Enablement to execute against the event content strategy.

As a valued member of the Retail Distribution team, your core responsibilities will include:

Event Content Development:

• Drawing on past initiatives and ROI analysis, and in conjunction with Retail Leadership, develop Retail Distribution’s advisor facing event strategy to support the achievement of business objectives and priorities. This includes determining the portfolio managers and mandates to feature across virtual and/or in-person webinars.
• Leveraging industry experience, influence and collaborate with Product and Marketing teams to determine key messages for advisor facing content.
• Crafting event narratives aligned to Mackenzie’s business needs by leading script development for virtual and in-person events. This includes creating opening remarks, closing calls to action, establishing the questions posed to portfolio managers and providing guidance to direct the response.
• Maintain a critical eye on advisor-facing content to continuously improve the advisor experience and enhance the efficacy of Mackenzie’s events.
• Work closely with Sales Effectiveness team to execute event content strategy, acting as a sales lead and providing content related decisions on behalf of the Retail Leadership team.
• Prepare and present proposals to sales leaders to solicit feedback and obtain buy-in on content plans.
• Support Senior Analyst, Sales Enablement in a people leadership capacity.

National Speaker:

• Primary host for all English and French advisor-facing events.
• Represent Mackenzie across Canada as the host for all in-person advisor-facing events, requiring travel at concentrated periods throughout the year.
• Host weekly webinar series with Mackenzie portfolio managers, thought leaders and our strategic partners.

Event Effectiveness:

• Leverage a consultative approach to problem solving, and ensuring all partners and stakeholders have clear understanding of expectations and outcomes for advisor facing events.
• Keep abreast of changing market environment and proactively identify opportunities to enhance Mackenzie’s event strategy and approach to content.
• Partner with Marketing, Sales Effectiveness and Retail Leadership to enhance the impact of Mackenzie’s post event follow up. This includes developing highlight reels or event summaries, leverage new and existing technologies to improve the post-event advisor experience.

The following qualifications are required of the successful candidate:

• A minimum of 10 years relevant experience and passion for markets
• Strong knowledge of financial markets and asset management business
• Experience in building strong relationships with a variety of partners and senior leaders.
• Highly collaborative with excellent interpersonal, negotiation and influencing skills.
• Strong organizational, planning and communication skills.
• Innovative problem-solving abilities
• Strong analytical skills
• Strong presentation and facilitation skills
• Effective management of projects and timelines
• Bilingual

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

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

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by October 17, 2024.

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