Sales Enablement Manager

Fidelity International; Vancouver; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Metro Vancouver is seeking a Sales Enablement Manager. This role involves managing governance processes for the sales teams and acting as a subject matter expert. Ideal candidates will have at least 5 years of experience in sales operations and a strong knowledge of CRM tools. The position offers flexible working arrangements and comprehensive benefits, including parental leave top-ups and health benefits.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Up to $650 for home office equipment

Generous time off policy

Professional development opportunities

Qualifications

• Minimum 5 years of related experience in sales operations and/or financial services.
• Ability to build relationships and navigate across the organization.
• Detail-oriented and organized.

Responsibilities

• Manage and identify ongoing improvements for governance management.
• Facilitate the development of the territory planning process.
• Act as a Subject Matter Expert by providing mentorship.

Skills

CRM experience

Bilingualism in French / English

Project Management

Strong knowledge in MS Office Suite (Excel)

Education

University degree or equivalent work experience

Job description

Job Description

You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.

Who We Are

At Fidelity weve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and were constantly seeking to find new and better ways to help our clients. As a privately owned company we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally.

How You’ll Make an Impact

As the Sales Enablement Manager you will act as a business leader and subject matter expert for internal technology (e.g. ) for the sales teams and lead / support Advisor Sales initiatives. You will enhance business-driven initiatives and projects by establishing and managing departmental governance and data management processes while identifying opportunities to continuously advance the mandate of the Advisor Distribution team.

• Manage and identify ongoing improvements for governance management and execution of business initiatives.
• Facilitate the development and ongoing management of the territory planning process including making all necessary updates to to account for changes in the model measures or activity tracking related to new or updated business initiatives.
• Represent the needs of the Sales Teams for projects related to the Advisor Sales business plan.
• Provide timely and relevant updates to stakeholders sponsor(s) and appropriate committees (i.e. Sales Management and other groups.).
• Represent sales in a similar capacity as it relates to projects initiated by partners impacting sales (specific project responsibilities vary based on scope of the project.
• As the business owner of for Advisor Sales work with established project teams to identify plan and implement new technology business solutions with specific focus on and other sales tools.
• Act as a resource to sales and other internal partners to ensure effective communication manage expectations and assist in gathering information to make business decisions.
• Act as a Subject Matter Expert both within our team by providing mentorship to the Sales Enablement Specialist as well as within our area by participating in L&D led Salesforce onboarding training

Leading requirements L&D Liaison change management (needs and gap analysis communication plans) and all elements of implementation as it relates to Sales.

Manage the ongoing maintenance needs for the sales technology using the IS processes.

Maintain open and regular communication with BDA and BDM Councils to proactively share best practices encourage adoption of tools and processes and provide a forum for providing feedback to both our team and partners

What We Are Looking For

• University degree or equivalent work experience.
• Minimum 5 years of related experience in sales operations and / or financial services.
• CRM experience required.
• Strong knowledge in MS Office Suite including Excel.
• Project Management experience is an asset including knowledge of methodologies practices tools and techniques.
• Bilingualism in French / English written and verbal is an asset.

The Expertise You Will Bring

• Strong client service orientation with the ability to build relationships and navigate across the organization working collaboratively within the team and across multiple business units.
• Self-starter who can proactively identify opportunities to leverage technology and process improvements to enhance business initiatives.
• Excellent interpersonal and communication skills (verbal and written).
• Detail-oriented organized paying attention to order process and accuracy.
• Successfully manage multiple competing priorities and have a demonstrated ability to effectively marshal resources within the firm to achieve a common vision.
• Resourceful and inquisitive in solving problems and assessing the needs of the business and our internal customers.
• Flexible and able to quickly adapt to changing business needs and a dynamic environment.
• Strong technical skills and knowledge of data database application and system architecture and design processes and tools.

Current work authorization for Canada is required for all openings.

Benefits

• Flexible working arrangements - 100% remote hybrid and in office options
• Competitive total compensation including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day with 100% employer-paid premiums that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs including an active network of Employee Resource Groups
• Extensive professional development opportunities including access to over 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation

We care a lot about fostering a compassionate people-centric culture and are proud to have been named one of Canadas Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal / Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .