CI Financial Corp.
The Sales Associate role provides comprehensive administrative and operational support to multiple DVPs and the broader team, including preparing sales and asset reports, managing communications, and coordinating meetings. The position also supports marketing and business development activities, such as organizing national dealer events and managing promotional materials. This role requires onsite presence four days per week and involves occasional after-hours marketing functions.
CI Financial offers global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CI Financial Corp..
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