Sales Enablement Manager

Requisition ID: 274195

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose

The Sales Enablement Department is a vibrant part of Dynamic that interacts with multiple teams, departments, and individuals across the company.

The primary role of the Manager, Sales Enablement will be to ensure our onboarding and sales training programs are delivered with the highest standard of consistency and professional excellence.  

What you will be doing:

• The Dynamic Onboarding Experience
• Lead the design of the Onboarding experience based on roles – Executive VPs/Management, Wholesalers, Sales Representatives, Sales Associates, Business Solutions
• Accountable for the planning and execution of the onboarding experience. This also includes offboarding, promotions internally, and migrations when employees move laterally.
• Involves stakeholders in departments across Dynamic when necessary for awareness and feedback with respect to improvements/enhancements concerning onboarding. This includes Marketing, Business Solutions, Compliance, Business Controls, and the Investment Distribution Managers
• Work in collaboration with the Sales Management Team to onboard new members of the Sales Team
• Ensure that new members of the Sales Team are onboarded according to our ‘Welcome to Dynamic’ Onboarding Program
• Continuously enhance the onboarding experience based on feedback and industry best practices.
• Acts as a consultant on special projects that impact the onboarding experience and takes on the role of project lead, bringing all parties together and communicating back to upper management. This includes but is not limited to; creation of new territories as we continue to grow our sales team, sales reporting, access to technology as IT requirements change.
• Builds relationships across a range of departments that touch onboarding, necessary for problem solving and troubleshooting.
• Make recommendations to the Director, Sales Enablement that can enhance our Onboarding Process.
• Sales Enablement Applications:  Leverage technology to enhance the onboarding experience
• Ensure contributing departments and individuals understand the purpose, structure, and importance of our sales enablement applications