Manager Salesforce Effectiveness, Financial Planner Program

The Manager, Salesforce Effectiveness is accountable for accelerating performance, productivity, and coaching capability across the Financial Planning salesforce and its leaders. This role designs and executes comprehensive learning, training, and development strategies translating business priorities into practical, behavior‑changing programs that build sales capability, strengthen frontline coaching, and simplify how work gets done across the field. The Manager partners closely with frontline leaders and key head‑office partners to identify skill gaps, performance barriers, tool adoption challenges, and process inefficiencies, and delivers innovative enablement solutions (workshops, interactive skill builders, coaching programs, continuous communications, and salesforce effectiveness tools) that drive measurable outcomes and consistent execution.

Responsibilities

• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to...