About the Opportunity
This is a rare opportunity to join a leading asset management firm as a CRM Developer and Data Analyst at Caldwell Investment Management. This is a critical role that involves the modification and enhancement of our Client Relationship Management system (CRM), which powers our marketing outreach to investment advisors across Canada (our clients).
If you thrive at the intersection of technology and process improvement, this role offers a platform to make a direct and measurable impact on both our operations and revenue generating ability.
You will report to the Senior Vice President, Sales and Corporate Development, working in a high-performance environment where initiative and intellectual rigor are rewarded.
Key Responsibilities
CRM Leadership
- Own and customize our CRM (Zoho) to align with firm-wide processes and advisor engagement strategies.
- Integrate third-party data sources into unified formats within the CRM.
- Build and optimize workflows, automation rules, dashboards, and reporting.
- Deliver actionable insights through data analytics to sharpen sales and marketing decisions.
- Coordinate CRM integrations (email marketing, client portals, task management, etc.).
- Execute email campaigns, manage segmentation, and track analytics.
- Train internal users and maintain process documentation.
- Collaborate with sales and marketing teams on targeted campaigns and outreach initiatives.
- Record all interactions, call notes, and meeting details accurately within Zoho CRM.
Qualifications & Experience:
Requirements:
- 2-3 years of experience in CRM development/management, preferably within financial services.
- Post-secondary degree or diploma in Software Engineering, Computer Science, or related field.
- Proficiency with CRM platforms (Zoho preferred), marketing automation tools, and data reporting.
- Ability to design and maintain custom dashboards integrating multiple systems.
- Strong project management skills with the ability to manage multiple deadlines and stakeholders.
Additional Desired Skills:
- Working knowledge of HTML/CSS and JavaScript.
- Experience with SQL, Python, or R for CRM data analysis and reporting.
- Exposure to advanced tools such as Airflow, Selenium, or API/webhook integrations.
- Familiarity with data orchestration, web scraping, or enrichment tools.
What We Offer:
- Competitive base salary in the range of $60,000 - $100,000, depending on the candidate’s qualifications.
- Performance-based bonus opportunities, and comprehensive group benefits.
- A high-performance, meritocratic team environment where results and initiative define success.
- Direct mentorship and coaching from senior leadership.
About Caldwell Investment Management Ltd.:
Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.
CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.
Our Workplace:
Join Caldwell and be part of our highly engaged and growing team, where employees:
(i) reach their full potential,
(ii) consistently deliver high-quality client experiences; and
(iii) produce significant results.
Applications, cover letters, and resumes may also be sent to careers@caldwellinvestment.com
Caldwell is an equal opportunity employer.
Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.
Caldwell does not use Artificial Intelligence (AI) to screen job applicants.
No telephone inquiries please.
