Senior Manager, Institutional Sales Enablement

Role Overview

The Senior Manager, Institutional Sales Enablement will be responsible for designing, maintaining, and continuously improving the institutional sales enablement operating model, including toolkit governance, workflow standards, platform adoption, sales activation frameworks, reporting definitions, process documentation, and process optimization roadmap.

What You Will Do

Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines aligned with institutional business priorities, sales priorities, and client engagement goals. Design scalable playbooks, templates, workflows, scripts, onboarding resources, and adoption routines that improve consistency, efficiency, and effectiveness across Institutional Business Development and Client Relationship activities.

Why It Might Be a Fit

The ideal candidate is a commercially minded enablement professional who combines strong institutional market knowledge with practical technology fluency, strong organizational discipline, and the ability to translate business priorities into clear standards, effective workflows, governed tools, and consistent adoption across teams.

Requirements

• Bachelor’s degree in business, marketing, finance, or a related field
• 5–7+ years of experience in sales enablement, institutional sales, marketing, business operations, platform governance, or related roles within financial services, asset management, or the institutional market
• Strong understanding of institutional investment products, Canadian pension and retirement markets, and the needs of plan sponsors, consultants, group advisors, and institutional clients
• Proficiency with sales enablement, CRM, workflow, RFP, and collaboration platforms, with experience supporting platform adoption, governance routines, reporting standards, and process improvement
• Practical understanding of responsible AI applications that can improve sales workflows, content development, reporting, process consistency, and client engagement
• Excellent project management, analytical, problem-solving, communication, and stakeholder-management skills
• Proven ability to influence cross-functional partners, manage competing priorities, clarify decision rights, and drive adoption, governance, and process consistency in a fast-paced, matrixed environment
• Strong commercial orientation and client focus, with demonstrated ability to build credibility with internal partners and understand the needs of institutional clients, consultants, group advisors, and plan sponsors

Benefits

• Base Pay: $80,000 – $128,000
• Incentive plans
• Discretionary payment under incentive plans
• Dental insurance
• Vision insurance
• Paid holidays