Associate Director, Sales Operations & Strategy

Join a Challenger

At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.

Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.

Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.

If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.

We cant wait to get to know you!

Purpose of Job

Reporting to the VP Sales & Distribution Personal Segment and working alongside seniorsalesmanagement theAssociateDirector Sales Operations & Strategyis responsible forthe development and implementation ofsales force effectiveness strategy for both SFR Mortgage and Reverse Mortgage sales team. and Wealth Solutions ( Advisor Deposits Reverse Mortgage ).The incumbent willbe responsible forleading projects togrowandoptimizeour sales practiceand improve our operational efficiencyandoverallproductivity.

As theAssociateDirector of Sales Operations & Strategy you are a proactive and hands-on leader who serves as a strategic partner to the sales leadership team. This role leads theSalesOperationsand administrationteamincluding Deposit Servicessalesprocesses and tools to drive sales force productivity.

Main activities:

• Work in partnership with senior leadership in Sales to offer insights into the performance of the business and recommendations for improvement(KPIsProductivity Commission Administration Communication CRM etc.)

• Build & lead a high performing team responsible for sales operations reporting sales productivity and strategic analysis to enable our Sales teams to exceedtheir goals

• Assistingin development ofsalesoperational strategy and roadmaps for SFR Mortgage and Reverse Mortgage Wealth Solutions (Deposits Reverse Mortgage) including financial/experience justificationandoverall design

• Provides leadership to the sales organization and counsel to key stakeholders in implementing sales organizationobjectivesthat appropriately reflect our business goals

• Drive planning and quota setting processes and related activities working with cross-functional teams to build plans that align to corporate goals and strategy

• Design implement and manage sales processesleveragingbest practices inestablishinga high levelof quality accuracy and process consistency across reporting forecasting quota setting and management sales process optimization

• Oversee the creation accuracy and efficient distribution of sales metricsreportsand other sales related business intelligence essential to the organization

• Assistin the delivery of new products and features inthesalesforces

• Maintaining industry and competitive awareness includingidentifyingemerging issues and trends to inform decision-making

• Breaks down strategic problems and analyzes data and information to provide insights and recommendations

• Actively contribute to the enhancement of business operations processes covering applications data reporting fieldengagementandproject/change management

• Build strong relationships across field leadership and other cross-functional departments to influence decision making drive process optimization and overall salesforce effectiveness

• Work with internal partners to ensure tools and technology areoptimizedto meet the needs of a growingsales organization

Accountability:

• As aleader of ateamthe incumbentisresponsible forthe design articulation and implementation of sales force operationalstrategy and roadmaps

• Day-to-day support ofsales teams including monitoring and ensuring uptime and performanceof CRM and key databases (incl. commission administration)

• Accountable for monthly business analytical package and related presentations (Mortgage CSV Deposits)

• Drive and manage projects end to end

• Maintaining awareness of industry developments and competitor offerings( CSV Deposits Mortgage REM)

• Ensure compliance with regulatory legal requirements

• Leadthesales operationalteam to ensure that capabilities are in-scope on-time and of high quality

• Translate directives and customer needs into backlog items. Serve as the primary source of external information for theprojectteams offering clear definitions of the targeted capability theintended value to the customerand functional/non-functional requirements

• Assistin the development ofsalesoperationalroadmaps. Author refine and approve backlog itemsand future improvements/iterationswith clearly articulated acceptance criteria

• Manage engagement with bank stakeholders and effectively communicate product release contents and expected product capabilities/customer journey

• Facilitate problem solving on aday-today basis asrequired working closely with development on implementation challenges

• Coach team members and help with their development/desired outcomes as required

Your Experience:

• Education: Post-Secondary Degree in Commerce Management Economics Finance or other graduate degree a plus

• 10 years of relevant experience in sales strategy sales operationsfinanceor management consulting including people management

• Familiarity andexpertisewithmortgagedepositsinsuranceand/or unsecured lending is a plus

• Strong executive presence and an ability to lead through influence and credibility across an organization with exceptional presentation written and oral communication skills

• Solid leadership skills including driving impact across teams

• Strong business acumen and financial literacy skills with ability to activelyidentifyareas of opportunity for the business to drive scale improve margins and/or streamline existing processes

• Excellent analytical skills problem solving and organizational skills with strong attention to detail

• Proventrack recordof management and leadership skillsrequiredto drive operational efficiency withhigh levelsof personal accountability/reliability

• Strong strategic planning skills and sharp business judgment with exceptional execution

• Proactive learner with self-starter mentality and strong interpersonal skills

• Advanced knowledge of ExcelPowerBI/PowerQuery& CRM Tools

What we offer For full-time permanent roles

Competitive discretionary bonus

Market leading RRSP match program

Medical dental vision life and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Professional development and comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from EQ Banks additional office space located at 2200-25 Ontario Street Toronto ON .

Equity Diversity & Inclusion

EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.

We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.

As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.

EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

To learn more visit and .

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

Director