Senior Manager, Sales Effectiveness (Wealth)
$110,000–$125,000 year
HybridSt. Catharines, Ontario, Canada or Etobicoke, Ontario, Canada
Job Summary
Drive Wealth sales effectiveness strategies and performance management by implementing initiatives that support growth aligned to enterprise objectives. Analyze scorecard data, product sales, and market trends to identify opportunities, while developing advanced analytics, reporting tools, and profitability models at the Member level. Build sales best practices, job aids, and scripting to support advisor conversations, ensuring adherence to product policies and financial planning standards. Lead skill-builder sessions on sales, compliance, and emerging technologies, while managing recognition programs and iSucceed initiatives. Collaborate with Marketing, Data & Analytics, and external partners like Aviso to refine workflows and champion sales campaigns. Provide insights to Regional Vice Presidents on growth and efficiency opportunities, overseeing team recruitment, development, and performance management in a hybrid role.
Required Qualifications
- 5–7+ years of progressive experience in sales effectiveness, sales enablement, or a related Wealth/financial services role
- Proven people leadership experience with the ability to coach, influence, and build strong relationships across all levels of the organization
- Strong knowledge of CRM systems and sales tools & technology, with experience leveraging data & AI to identify opportunities and improve advisor performance
- Advanced analytical capability, including large data set management, reporting, trend analysis, and translating insights into action plans
- Experience leading sales initiatives, campaigns, projects, learning sessions, and recognition or rewards programs
- Strong understanding of Wealth products, pricing policies, and the competitive landscape
- Excellent communication skills, with strong proficiency in Microsoft Office, particularly Excel
- Hybrid work arrangement (regular time in office for purposeful meetings to collaborate, innovate and build effective relationships)
Desired Qualifications
- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working
- Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot
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