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Aviso Wealth

Senior Manager, Sales Enablement & Operations

Remote, Canada

Pay: $110,000 to $135,000 CAD / year
Job type: Full-time
Workplace: Remote
Experience: 7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles
Posting language: English
Posted: Sep 22, 2026

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Original job description

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

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.

As oneaviso:

We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

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

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

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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment 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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

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.

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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More about this job

Responsibilities

The Senior Manager will lead sales reporting, target setting, and CRM governance to ensure the Direct Investing sales team meets its business objectives. They will also act as a business lead for sales technology and represent the sales team in cross-functional enterprise initiatives.

Requirements

Candidates must have 7-10 years of experience in sales strategy, operations, or enablement roles, along with a post-secondary degree in a relevant field. Proficiency in CRM platforms, sales analytics, and executive-level reporting is essential for this position.

Skills

Sales enablement
Sales operations
Revenue operations
Sales strategy
CRM management
Data analysis
Performance reporting
Forecasting
Incentive management
Change management
Executive communication
Coaching
Training
Business reviews
Wealth management
Direct investing

Benefits

Health insurance
Dental insurance
Insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up
Retirement program matching
Learning and development
Education assistance program

Visa sponsorship

Not detected in the job text

Keywords

Sales Enablement
Sales Operations
Revenue Operations
Wealth Management
Direct Investing
CRM
Sales Strategy
Forecasting
Performance Governance
Change Management
Data Analytics
Business Reviews
Onboarding
Coaching
Executive Reporting
Pipeline Management
Incentive Tracking
Financial Services
Online Brokerage
Strategic Partnerships

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