Principal, Strategy & Execution, Institutional Sales

Interested in joining one of Canada’s top performing asset managers?  We are looking for Principal, Strategy and Execution for an existing vacancy. This role will be partnered closely with the Managing Director to drive strategic initiatives, lead analytical work, and ensure execution across the global institutional sales organization. This role is ideal for a structured, commercially minded professional who thrives on detail, enjoys solving complex problems, and excels in fast-paced, deadline-driven environments. You will work cross-functionally to advance business development priorities, improve operational effectiveness, and turn strategy into measurable outcomes.

What You Will Do:

• Partner with the Managing Director, Global Institutional Sales to translate strategic priorities into executable plans and measurable outcomes.


• Lead analytical work across addressable markets, competitive positioning, client segmentation, and revenue opportunities.


• Coordinate and drive execution of priority initiatives across global sales regions.


• Own core sales management infrastructure, including pipeline reporting, forecasting, KPIs, dashboards, and CRM discipline.


• Ensure consistency and rigor in sales processes, documentation, and follow-through across regions.


• Prepare and coordinate materials for leadership meetings, board updates, and fundraising strategy discussions.


• Act as a central point of alignment between sales, marketing, product, finance, and affiliate teams.


• Manage and advance key strategic projects such as consultant coverage, client segmentation, and sales process enhancements.

• 10+ years of experience in institutional investment management, institutional sales, sales strategy, or related business management / consulting roles.


• Experience operating within a multi-asset platform, with exposure to both public and private markets preferred.


• Strong analytical and structured problem-solving capability, with the ability to translate complex information into clear, actionable insights.


• Proven ability to manage multiple senior-level priorities and drive disciplined execution in a global, multi-stakeholder environment.


• Strong understanding of institutional clients, consultants, and the institutional sales and buying process.


• Executive-level communication and presentation skills, with confidence engaging senior stakeholders.


• Highly organized, detail-oriented, and process-driven, with a strong sense of ownership and follow-through.


• High integrity, sound judgment, and discretion in handling sensitive strategic information.


• Relevant undergraduate degree: advanced degree (e.g., MBA) and/or professional designation (e.g., CFA, CAIA) preferred.

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

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.