Sales Strategy and Operations Leader

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

We're looking for a Sales Strategy and Operations Leader to join our Strategic Partnerships and Priority Clients team.

Reporting to the VP, Strategic Partnerships and Priority Clients, the Sales Strategy and Operations Leader is responsible for enabling the Direct Investing sales organization to consistently deliver against plan by aligning targets, activity, pipeline execution, skills, processes, and technology.

The Sales Strategy and Operations Leader supports the sales strategy, sales target setting support, achievement-to-plan management, activity alignment, pipeline health and velocity assessment, progress tracking, coaching, training, onboarding, and the sales technology roadmap. This role also serves as the key representative and voice of the Direct Investing sales team for enterprise innovation initiatives, workshops, pilots, and cross-functional programs-ensuring sales input is centralized, actionable, and effectively represented.

This position plays a critical leadership role in driving clarity, focus, accountability, consistent execution, and continuous improvement across the sales team.

• We Care
  - Youdo the right thing for clients,partners and colleagues. Youbuild trusted relationships,champion service excellence, and contribute to a culture where people feel valued and supported

• We Dare
  -You challenge the status quo with bold ideasand fresh perspectives. You embrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share
  -You collaborate openlyand build meaningful relationships. Youseek out diverse perspectives, share yourknowledgeand work together to help colleagues,client sand partners succeed

• We Deliver
  -Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.
  
  You hold yourself accountable and continuously look for ways toimprove

• Own the monthly and quarterly sales reporting cycle, ensuring timely, accurate, and executive-ready reporting on sales performance, pipeline health, target achievement, incentive progress, risks, and opportunities
• Establish and lead monthly business reviews with the leadership team, translating performance data into clear insights, decisions, actions, and follow-up accountability
• Lead sales target setting, achievement-to-plan governance, forecasting discipline, incentive achievement tracking, and coaching recommendations that support consistent execution against business objectives
• Drive CRM implementation, adoption, governance, data quality, usage discipline, and reporting integration, ensuring the platform becomes the single source of truth for sales activity, pipeline, relationship management, and performance visibility
• Develop executive-level presentations, dashboards, and briefing materials for leadership meetings, steering committees, and cross-functional governance forums
• Lead onboarding and training of new hires, including sales process education, CRM usage, reporting expectations, playbooks, partner context, and coaching plans to accelerate productivity
• Manage, coach, and develop direct report(s), with the potential to expand people leadership responsibilities as the sales strategy and operations function scales
• Translate sales strategy into scalable operating models that connect activity, pipeline generation, deal progression, partner engagement, client outcomes, and revenue performance
• Represent Sales in enterprise initiatives, workshops, pilots, and cross-functional programs, consolidating feedback, shaping recommendations, and ensuring sales priorities influence business decisions

• Lead go-to-market readiness for sales-impacting changes, product launches, and partner initiatives, ensuring the sales organization is equipped to execute effectively
• Champion change management for new sales processes, tools, governance routines, and ways of working, driving adoption and sustained behavioural change across teams