Senior Manager, Sales Enablement & Operations

Aviso Wealth

$110K — $135K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary degree in Business, Commerce, Finance, or related field
  • 7-10 years in sales strategy or operations roles
  • Expertise in sales reporting and governance
  • Experience in CRM implementation and management
  • Strong skills in executive communication and presentation development
  • Experience in training and onboarding sales teams
  • People management experience with potential for team expansion
  • Analytical mindset with ability to derive insights from sales data
  • Familiarity with self-directed investing and online brokerage industry
  • Fluent in English; bilingual in French is a plus

Responsibilities

  • Own the sales reporting cycle and ensure accuracy in performance insights
  • Establish and lead monthly business reviews with actionable insights
  • Lead sales target setting and forecasting disciplines
  • Drive CRM adoption and ensure data integrity within the platform
  • Create executive presentations and dashboards for leadership
  • Lead onboarding and training for new sales hires
  • Manage coaching and development of direct reports
  • Translate sales strategy into effective operating models
  • Represent sales in cross-functional initiatives and consolidate feedback

Benefits

  • Dynamic and inclusive workplace culture
  • Competitive compensation recognizing individual contributions
  • Comprehensive health, dental, and insurance benefits
  • Generous vacation time and fitness benefits
  • Parental leave top-up options
  • Matching contributions to retirement programs
  • Commitment to continuous learning and development
  • Regular social events to encourage teamwork
Full Job Description
The Opportunity:

We're looking for a Senior Manager, Sales Enablement & Operations to join our Strategic Partnerships and Priority Clients team. Reporting to the VP, Strategic Partnerships and Priority Clients, this Senior Manager, Sales Enablement & Operations 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 supports the sales strategy, sales target setting support, 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.

What your day looks like:
  • 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 such 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

Supplemental (as required):
  • 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

Your experience and skills:
  • 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
  • Advanced proficiency in CRM platforms, reporting tools and sales analytics, with the ability to leverage data to support business decision-making
  • Experience leading sales target setting, achievement-to-plan management, incentive achievement tracking, forecasting discipline, and coaching recommendations
  • 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 and bilingual skills in French are an asset

Benefits

Why Aviso?

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • 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 and an education assistance program
  • Regular social events to foster teamwork

Salary

This position is posted with an expected salary range of $110,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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