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The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.