Maintaining relationships with prospective and existing Direct Investing partners, clients, and internal stakeholders to support business development, onboarding, and ongoing engagement
Supporting the execution of business processes by understanding partner and client needs, coordinating tailored follow-ups, and helping advance opportunities through the pipeline
Developing and executing client-facing and partner-facing communications, including outreach materials, updates and coordinated messaging
Planning and coordinating client and partner events/meetings, including logistics, invitations, follow-ups and post-event reporting
Scheduling and managing large group meetings, including strategic client meetings, for the Strategic Partnerships and High Priority Client teams
Supporting Relationship Directors on partner onboarding requests and escalations
Collaborating closely with sales leadership and other functional partners (e.g marketing) to improve go-to-market execution, partner engagement, and results
Supporting sales prospecting efforts by identifying, researching and qualifying new opportunities

Post-secondary degree/diploma in Business Administration or related field
3-5 years of work experience in sales operations, business development, partnerships, revenue operations or a related role
Hands-on experience coordinating events (client, partner or industry), including logistics and follow-up.
Experience in creating client-facing communications and/or sales enablement materials
Ability to conduct research on potential prospects.
Comfort working with CRM tools or ability to learn tools quickly (e.g. Salesforce)
Strong analytical skills with the ability to work with data, dashboard and reporting to support decision-making (advanced experience with excel is a strong asset
Strong organization and time management skills
Nice to have: Familiarity with and a passion for, Online Brokerage and/or Robo-Advice
Fluent communication skills in English are required and bilingual skills in French are an asset

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

National Sales Enablement and Partnership Coordinator

Key skills