There are many reasons why we’ve become one of the fastest-growing retail and institutional asset managers in Canada — and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.

We see possibilities in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, we continue to focus on developing creative solutions that help clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us — and invest in a career that invests in you.

The Senior Manager, Institutional Sales Enablement owns the strategy, standards, governance, tooling, playbooks, workflows, and adoption model that enable consistent execution by the Institutional Sales team. This role is accountable 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 the process optimization roadmap.

Reporting to the Director, Institutional Sales Enablement, this role acts as a key connector across Institutional Sales, Marketing, Product, Portfolio Management, Operations, Compliance, and Innovation to improve sales effectiveness, strengthen client and prospect engagement, and enhance process consistency. The role governs sales activation frameworks,



partners with Marketing on institutional campaigns and core collateral, leverages technology to improve sales workflows, and equips the business to support plan sponsors, group advisors, consultants, and other institutional investment audiences more consistently and effectively.

Key Responsibilities

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

Own the sales activation framework, calendar, campaign enablement approach, and feedback loops with Marketing and Product for institutional products, market updates, campaigns, and strategic initiatives

Measure enablement effectiveness, adoption, data quality, activity trends, and process consistency to identify gaps and priorities for continuous improvement

Partner with Marketing to develop and govern core institutional collateral, campaign materials, market updates, messaging architecture, toolkit standards, and version control

Provide Institutional Sales feedback to Marketing and Product to ensure materials are accurate, relevant,



timely, and aligned with client, consultant, advisor, and plan sponsor needs

Own the sales enablement toolkit, including onboarding materials, training resources, playbooks, scripts, pitch support, and standard collateral

Standardize content governance routines and distribution processes for institutional sales materials, product updates, and client communications to improve operational discipline, consistency, and version control

Platform Governance, Workflow Design & Process Optimization

Own the workflow management operating model, intake rules, prioritization criteria, workflow standards, and reporting routines for enablement-related activity

Govern CRM standards, required fields, reporting definitions, dashboard logic, adoption routines, and data-quality expectations across the institutional sales team

Own RFP response platform governance, content library standards, workflow design, SME engagement model, and continuous improvement roadmap

Identify, test, govern, and scale responsible AI-enabled solutions that enhance workflows, content development, reporting, and client-facing execution

Data Standards, Reporting Definitions & Cross-Functional Governance

Establish and maintain institutional data standards, reporting definitions, quality expectations, and governance routines for business development, consultant relations, and client reporting needs

Develop and maintain recurring process documentation, business routines, and enablement reporting standards that support consistent execution

Partner with Legal, Compliance, Portfolio Management, Product, Marketing, Operations, and Innovation to ensure enablement activities m

📌 Senior Enterprise Sales Executive (Winnipeg)
🏢 TEEMA
📍 Winnipeg