Sales Coordinator – Institutional Sales
Are you looking to support a dynamic institutional sales team? Apply Now!
Working with one of our top financial clients, this role calls for a Sales Coordinator – Institutional Sales. This position plays a vital behind-the-scenes role, supporting daily sales and client service activities to ensure smooth operations and successful client engagement. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment, bringing strong communication skills and the ability to collaborate across multiple teams.
Pay rate range (CAD): $30.43/hr – $36.52/hr
Responsibilities
- Provide comprehensive administrative and operational support to the institutional sales and service team
- Support client service processes, sales activities, and enablement initiatives to meet business objectives
- Serve as a reliable point of contact for ad-hoc requests and ongoing initiatives
- Prepare and coordinate internal and external sales and client communications for clarity and consistency
- Project manage the creation and distribution of sales materials, overseeing copy, design, compliance, translation, and delivery
- Maintain and organize sales content within content management systems for easy access
- Assist in planning, coordinating, and executing internal and external events including conferences, roadshows, and client meetings
- Manage event logistics, materials, communications, and follow-up activities
- Support promotional merchandise and inventory related to client engagement efforts
- Collaborate with internal stakeholders across departments to execute initiatives on time and to standard
- Track project timelines, coordinate deliverables, and ensure quality outputs
- Proactively identify opportunities to enhance sales support and client experience
Desired Skill-Set
- University degree or equivalent experience
- 3+ years of experience in financial services or asset management industry
- 5+ years in event management, sales support, administrative support, client service, content development, or project management
- Proven experience supporting sales or distribution teams and senior leadership
- Strong proficiency with Microsoft Office tools, including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint
- Excellent organizational, communication, and interpersonal skills
- Ability to manage multiple priorities effectively and resourcefully
- Service-oriented with a proactive approach and problem-solving mindset
- Comfortable navigating ambiguity and adapting in a rapidly changing environment
Nice to Have
- General understanding of investments, asset classes, and institutional sales environment
- Familiarity with CRM or sales enablement platforms such as Salesforce or Seismic
- Progress toward or completion of the Canadian Securities Course (CSC)
- Knowledge of regulatory requirements within the investment industry
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.