Institutional Sales Enablement Manager

Institutional Sales Enablement Manager

Please Note:

• You will be working on a Hybrid office schedule as part of Fidelity's dynamic working arrangement.
• Current work authorization for Canada is required for all openings.

Who We Are

At Fidelity, we've 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 we're 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 you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

Business Overview

The Institutional Distribution business provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through our team of sales, relationship management and consultant relations professionals, Institutional Distribution offers solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover major and specialize asset classes.

How You'll Make an Impact

As the Sales Enablement Manager, you will act as a business lead/support as well as subject matter expert on assigned projects, internal technology (e.g. ), and lead/support on Institutional initiatives. You will foster a collaborative and mutually beneficial working relationship with partners across the organization to ensure the optimal implementation and support of projects and 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 Institutional Distribution team.
 

• Identify, implement, and execute solutions to maximize efficiency and identify improvements for governance, management and execution of business initiatives and processes to align with our evolving business needs.
• 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 Institutional Business for projects related to the Institutional Distribution business plan.
  • Leading requirements, L&D Liaison, change management (needs and gap analysis, communication plans) and all elements of implementation as it relates to Institutional Distribution.
  • Provide timely and relevant updates to stakeholders, sponsor(s) and appropriate committees (i.e. Sales Management and other groups.).
  • Represent Institutional in a similar capacity as it relates to projects initiated by partners impacting our business (specific project responsibilities vary based on scope of the project.
• As the business owner of for Institutional, work with established project teams to identify, plan and implement new technology business solutions with specific focus on and other sales tools.
  • Manage the ongoing maintenance needs for the sales technology using the IS processes.
• Act as a resource to internal partners to ensure effective communication, manage expectations and assist in gathering information to make business decisions.
  • Maintain open and regular communication with Institutional team members 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 required.
• Minimum 5 years of related experience in sales operations/financial services required.
• Customer Relationship Management (CRM) experience required.
• Strong knowledge in MS Office Suite, with advanced skills in Microsoft Excel  
• Knowledge of Power BI is an asset  
• Project Management experience is an asset, including knowledge of methodologies, practices, tools and techniques.
• Bilingualism in French/English, written and verbal, is an asset.
• Knowledge of Institutional function 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.

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Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary : A competitive annual range of $90,000 to $115,000 , based on your experience and qualifications.
• Performance Bonus : Eligible for a discretionary bonus that rewards your contributions and results.
• RRSP Contribution : After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We're proud to offer a compensation package that aligns with provincial pay transparency requirements .

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

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

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  

•    Great Place To Work Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  

•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team