Role Overview
The 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. This role serves as a key representative of the Direct Investing sales team for enterprise innovation initiatives, workshops, pilots, and cross-functional programs.
What You Will Do
The Senior Manager, Sales Enablement & Operations will lead the monthly and quarterly Direct Investing sales reporting cycle, establish and lead monthly business reviews, and lead sales target setting, achievement-to-plan governance, forecasting discipline, and coaching recommendations.
Why It Might Be a Fit
The ideal candidate will have 7-10 years of progressive experience in sales strategy, sales operations, revenue operations, sales enablement, or sales performance leadership roles, and strong knowledge of self-directed investing and wealth management or the online brokerage industry.
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 and wealth management or the online brokerage industry
- Advanced proficiency in CRM platforms, reporting tools and sales analytics
- 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
- 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
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 and an education assistance program
- Regular social events to foster teamwork
To apply for this job please visit jobs.workable.com.

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