Coordinator, Sales
- Vancouver, BC, Canada
This is a full-time role working from the Vancouver office of Lysander Funds with an expected annual compensation range of $60,000–$75,000, commensurate with experience and qualifications. · Full-time
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Job details
- Pay
- This is a full-time role working from the Vancouver office of Lysander Funds with an expected annual compensation range of $60,000–$75,000, commensurate with experience and qualifications.
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
The Coordinator, Sales will work closely with our Sales Teams in Vancouver to manage regions of existing and prospective Investment Advisors in Western Canada. The Coordinator will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales.
This role reports to the Vice President, Sales Operations. This is a full-time role working from the Vancouver office of Lysander Funds with an expected annual compensation range of $60,000–$75,000, commensurate with experience and qualifications.
Responsibilities
- Manage and support sales territories through inbound and outbound advisor communications.
- Work closely with the sales teams to proactively manage schedules and priorities.
- Assist in the development of presentations and marketing kits.
- Support the administration of CRM software and other programs.
- Support marketing and compliance efforts as needed.
- Other duties as assigned.
- College diploma or undergraduate degree
- Familiarity with the financial services industry, including products and regulations.
- Good organizational skills with a high attention to detail.
- High quality written and verbal communication skills.
- Professional knowledge of MS Office (Word, Excel, Outlook, PowerPoint).
- Ability to work collaboratively to achieve team goals.
We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to manager@lysanderfunds.com. Your information will be treated as confidential.
We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.
Deadline for applications: December 4th, 2026
More about this job
Responsibilities
Support sales territories by communicating with existing and prospective investment advisors and coordinating schedules and priorities with the sales teams. Assist with presentations and marketing kits, CRM administration, and marketing and compliance activities as needed.
Requirements
Requires a college diploma or undergraduate degree and familiarity with the financial services industry, including its products and regulations. Candidates should have strong organizational and communication skills, attention to detail, professional knowledge of Microsoft Office, and the ability to collaborate effectively.
Skills
- Sales Support
- Advisor Communications
- Territory Management
- Schedule and Priority Management
- Presentation Development
- Marketing Materials Development
- CRM Administration
- Marketing Support
- Compliance Support
- Organization
- Attention to Detail
- Written Communication
- Verbal Communication
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Administrative
- Marketing
Keywords
- Financial Services
- Investment Funds
- Investment Fund Manager
- Mutual Funds
- Investment Advisors
- Sales Operations
- Sales Territories
- Advisor Communications
- CRM Software
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Presentations
- Marketing Kits
- Marketing
- Compliance
- Financial Products
- Financial Regulations
- Western Canada