Strategic National Accounts Analyst

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.

To strengthen our Canadian distribution effectiveness, particularly across dealer diversification, MFDA penetration, and national sales execution, we are hiring a Strategic National Accounts Analyst based in Toronto. This role provides essential national sales support and plays a central part in coordinating dealer conferences, due diligences, product rollouts, and Strategic Accounts initiatives.

This role serves as a launching pad for your career, offering a clear pathway into Business Development or Relationship Management for individuals who demonstrate strong performance and a commitment to continuous learning.

Key Responsibilities:

• Coordinate national dealer events, conferences, due diligences, and RFP/RFI submissions.
• Prepare, update, and distribute sales and product materials, ensuring compliance approval and timely delivery.
• Support SMA and platform reporting, including data gathering and uploads to dealer systems (e.g., Envestnet, Morningstar).
• Maintain accurate records for DDQs, RFPs/RFIs, dealer agreements, and documentation repositories.
• Manage CRM updates, dealer contacts, organizational charts, event attendance tracking, and follow-up activities.
• Assist with calendar coordination and project management for Strategic Accounts leadership.
• Gather industry intelligence and support sales initiatives, product rollouts, practice management campaigns, and resolving operational issues.
• Contribute to continuous process improvements that enhance team efficiency.

Qualifications:

• 2–5 years of experience in financial services, sales support, or wealth management.
• Bachelor’s degree in Finance, Business, or a related field.
• Strong understanding of investment products (mutual funds, ETFs, SMAs, private markets).
• Excellent communication, relationship management, and organizational skills.
• Strong attention to detail with the ability to manage multiple priorities.
• Proficiency with Microsoft Office, Teams, and CRM systems (Dynamics preferred).
• Self-motivated team player with strong analytical and problem-solving abilities.

Russell Investments does not use artificial intelligence (AI) to screen or shortlist candidates at any stage of the application review process for publicly advertised job postings or associated application forms. Consistent with the requirements of the Ontario Employment Standards Act, 2000 (as amended effective January 1 2026), this statement is provided for full transparency in our recruitment practices.