Principal, Strategy & Execution, Institutional Sales Join to apply for the Principal, Strategy & Execution, Institutional Sales role at Connor, Clark & Lunn Financial Group (CC&L). Location: Toronto, ON. Connor, Clark & Lunn Financial Group Ltd. Interested in joining one of Canada’s top performing asset managers? We are looking for a 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. It is ideal for a structured, commercially minded professional who thrives on detail, enjoys solving complex problems, and excels in fast-paced, deadline-driven environments. 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. What You Bring 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 explicit, 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. The salary range for this position is $160,000 to $180,000.



The salary range provided reflects the base salary range for this petitioner as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. About Connor, Clark & Lunn Financial Group At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. WithBasket more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $180 billion in client assets. Apply for this Position Please submit your resume and cover letter as one PDF. Your application will be reviewed by a member of the hiring team. Logs are not used in the screening, assessment, or selection of applications at this time. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. EEO Statement 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. Seniority level Mid-Senior level Employment type Full-time Job function Education and Training #J-18808-Ljbffr

📌 Principal, Strategy & Execution, Institutional Sales - $160,000 - $180,000 A Year (Toronto)
🏢 Connor, Clark & Lunn Financial Group
📍 Toronto