Job Application for Analyst, Sales & Client Enablement - 12 Month Contract at Connor, Clark & Lunn Financial Group Ltd.

New

Interested in joining a growing Marketing team that is helping transform how sales and client materials are created, maintained and delivered? The Connor, Clark & Lunn Financial Group (CC&L Financial Group) Marketing team is looking for a detail-oriented and technically minded problem solver to join our Sales & Client Enablement team, with a particular focus on data automation and template development.

In this role, you will help design, build, test, maintain and enhance automated sales and client materials within Seismic, including presentations, reports and other documents. You will work closely with the Manager, Sales & Client Enablement to translate existing manual processes and business requirements into scalable solutions.

You do not need to know everything on day one. We are looking for someone who is technically curious, comfortable solving problems, able to data validate and excited about becoming an expert in sales and client enablement automation.

This role would be for a full time employee on a 1 year contract. We work as a hybrid model with 3 days in the office and 2 days work from home.

What You Will Do

Build and enhance automated PowerPoint and Word documents used across Sales and Client Service, including sales and client presentations, investment reports and other recurring deliverables.
Configure Seismic solutions that dynamically populate presentations and documents using structured data sources, business rules, variables, tables and conditional content.
Create and maintain dynamic tables, charts, text, disclosures, investment data and other components that respond appropriately to user selections and underlying data.
Work with data providers and technical teams to understand and troubleshoot data sources used by Seismic Document Generators, including SQL and JSON-based data.
Configure business rules, conditional logic, calculations and mappings required to generate accurate client and sales materials across different products, strategies and affiliates.
Identify opportunities to develop reusable components, templates and automation patterns that can be leveraged across multiple teams and documents.
Perform detailed quality assurance to confirm that data, calculations, formatting, conditional content, disclosures and document logic are working correctly before solutions are released.
Investigate Document Generator, LiveDoc, data-binding, formatting and generation issues and work with internal teams and Seismic support to resolve them.
Partner with Data, Technology, Compliance, Marketing, Client Reporting and Investment Teams to ensure automated materials meet both business and technical requirements.

What You Bring

Experience with Seismic, LiveDocs or Document Generators is highly desirable. Experience developing or supporting automated documents within another document-generation or sales-enablement platform would also be valuable.
You enjoy understanding how things work, troubleshooting problems and figuring out how technology can replace repetitive manual processes.
Strong Microsoft PowerPoint and Word skills, including an understanding of templates, formatting, tables, charts and document structures. You are comfortable working with complex presentations and documents where formatting precision matters.
Strong Excel skills and comfort working with structured datasets, formulas and data validation.
You are comfortable working with structured data and understanding how data moves from a source system into a presentation or document.
Experience reading or writing SQL queries is an asset. You should be comfortable learning how queries, parameters, filters and calculated fields support automated documents.
Familiarity with JSON or similar structured data formats is an asset, particularly for working with Seismic data sources and dynamic content.
You have exceptional attention to detail. Automated documents may contain investment performance, holdings, exposures, allocations and other client-facing information where accuracy is critical.
When something does not work as expected, you are comfortable investigating the issue, isolating the cause, testing solutions and documenting the resolution.
You naturally look for ways to simplify repetitive tasks, standardize processes and build solutions that can scale.
You can communicate technical concepts to non-technical stakeholders and translate business requirements into specifications that technical teams can understand.
You enjoy working across teams and recognize that successful automation requires coordination between business owners, data providers, compliance, technology and end users.
Seismic and our broader technology ecosystem continue to evolve. You are interested in learning new capabilities and experimenting with better ways of working.
Experience in asset management or financial services is an asset. Otherwise, you are interested in learning investment terminology and understanding the data presented in client and sales materials.

The expected base salary range for this position is $60,000–$70,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.

 #LI-HYBRID #LI-SJ1

What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.

Create a Job Alert

Interested in building your career at Connor, Clark & Lunn Financial Group Ltd.? Get future opportunities sent straight to your email.

First Name

Last Name

Preferred First Name

Country

Phone

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

Website

Have you been employed by Connor, Clark & Lunn Financial Group or any associated affiliates in the past?

Select...

Acknowledgement of Privacy Policy

Select...

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy [https://cclfg.cclgroup.com/privacy-confidentiality/]. I consent to CC&L processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

Review and acknowledge how we handle your data

Select...

The CC&L Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at privacy@cclgroup.com.

We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment.

We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law. Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law.

Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws.

You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances.

If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at privacy@cclgroup.com in the first instance. You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at [https://cclfg.cclgroup.com/privacy-confidentiality]

Are you currently entitled to work in the country to which you are applying on an ongoing basis (that is, with no end date) and without limitation (for instance, not on a study permit with hours of work limitation or on a work permit that ties you to a specific employer)?

Select...

If your answer to the above question is “No” or if you are unsure how to answer the above question, please provide a full explanation below including information relating to your ability to work in the country of the role which you are applying, information relating to the type of work permit you are on (if applicable) and its validity dates (start and end dates), and any other relevant information. If your answer to the above question is "Yes", please enter "N/A" into the text box below.

By submitting this application form, you acknowledge (1) that the information provided by you is accurate to the best of your knowledge, and (2) that a job offer or any employment provided to you by Connor, Clark & Lunn Financial Group is contingent on you having provided accurate information. Any information provided that is incorrect may impact the hiring decision. If the inaccuracy of any information is discovered after you are offered employment, your employment offer may be rescinded. If the inaccuracy of any information is discovered after you are hired, your employment may be terminated with immediate effect.

Select...

Analyst, Sales & Client Enablement - 12 Month Contract

Apply for this job