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About the Role
We’re looking for a Senior Manager, Sales Enablement & Operations to join our Strategic Partnerships and Priority Clients team. This role is accountable for enabling the Direct Investing sales organization to consistently deliver against plan by aligning targets, activity, pipeline execution, skills, processes, and technology. The role supports sales strategy, sales target setting, achievement-to-plan management, activity alignment, pipeline health and velocity assessment, progress tracking, coaching, training, onboarding, and the sales technology roadmap. This role serves as a key representative of the Direct Investing sales team for enterprise innovation initiatives, workshops, pilots, and cross-functional programs, ensuring sales input is centralized, actionable, and effectively represented.
Responsibilities
- Lead the monthly and quarterly Direct Investing sales reporting cycle, ensuring timely, accurate, and executive-ready reporting on sales performance, pipeline health, target achievement, incentive progress, risks, and opportunities.
- Establish and lead monthly business reviews with the leadership team, translating performance data into clear insights, decisions, actions, and follow-up accountability.
- Lead sales target setting, achievement-to-plan governance, forecasting discipline, incentive achievement tracking, and coaching recommendations that support consistent execution against business objectives.
- Act as a business lead for CRM implementation, adoption, governance, data quality, usage discipline, and reporting integration, ensuring the platform becomes the single source of truth for sales activity, pipeline, relationship management, and performance visibility.
- Develop executive-level presentations, dashboards, and briefing materials for leadership meetings, steering committees, and cross-functional governance forums.
- Lead onboarding and training of new hires, including sales process education, CRM usage, reporting expectations, playbooks, partner context, and coaching plans to accelerate productivity.
- Manage, coach, and develop direct report(s), with the potential to expand people leadership responsibilities as the sales strategy and operations function scales.
- Translate sales strategy into scalable operating models that connect activity, pipeline generation, deal progression, partner engagement, client outcomes, and revenue performance.
- Represent Sales in enterprise initiatives, workshops, pilots, and cross-functional programs, consolidating feedback, shaping recommendations, and ensuring sales priorities are appropriately considered in business decisions.
- Lead go-to-market readiness for sales-impacting changes, product launches, and partner initiatives, ensuring the sales organization is equipped to execute effectively.
- Champion change management for new sales processes, tools, governance routines, and ways of working, driving adoption and sustained behavioural change across teams.
Requirements
- Post-secondary degree/diploma in Business, Commerce, Finance, or a related field.
- 7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles.
- Strong knowledge of self-directed investing is ideal and wealth management or the online brokerage industry, including investor needs, competitive dynamics and key operational drivers is strongly preferred.
- Demonstrated experience leading monthly and quarterly sales reporting cycles, leadership business reviews, performance governance, and executive-level reporting routines.
- Proven ability to lead CRM implementation, adoption, governance, usage management, reporting integration, and sales technology change management.
- Strong executive communication and presentation development skills, including the ability to create steering committee materials, business review decks, dashboards, and decision-ready recommendations.
- Experience designing and leading onboarding, training, playbooks, coaching frameworks, and capability-building programs for sales teams and new hires.
- Demonstrated people leadership experience, including coaching, developing, and performance managing direct reports.
- Strong analytical and commercial judgment, with the ability to translate complex sales data into clear insights, actions, and leadership decisions.
- Fluent communication skills in English are required.
- Bilingual skills in French are an asset.
Skills
- Advanced proficiency in CRM platforms, reporting tools and sales analytics, with the ability to leverage data to support business decision-making.
Location
- Toronto
- Vancouver
- Montreal
Work Type
- Full-time
Experience Level
- Senior Manager
Education Level
- Post-secondary degree/diploma
Salary/Compensations
- $110,000 - $135,000 CAD annually
Benefits
- Competitive compensation package
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development
- Education assistance program
- Regular social events
About the Company
- Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
- We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Our clients include our partners, advisors, and investors.
- We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
- Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
- Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
- Our asset manager, NEI Investments, specializes in investing responsibly.
- Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
- We have offices in Toronto, Vancouver, and Montreal.
- Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
- We’re proud to power businesses that empower investors.
- A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.
- If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Equal Opportunity
- Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.
- If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.