Director, Enabling Platforms

About the role

The Director, Enabling Platforms directs the platforms, processes, and production resources that aid sales enablement and client delivery for Wealth Marketing. This position oversees Seismic, Loopio, and related workflow tools, ensuring presentations, sales collateral, and RFP replies are accurate, scalable, easy to find, and appropriate. The role balances strategy and execution: setting platform direction and governance while also coordinating high-quality production and fulfillment.

Responsibilities

• Be responsible for the vision, roadmap, and day-to-day application of Seismic, Loopio, and related enablement platforms supporting the Global Private Wealth business.
• Define how enablement platforms are used across sales materials, presentations, RFPs, and client responses, ensuring consistency, accuracy, and ease of access.
• Partner with IT, Client Servicing, and Corporate Marketing to influence firm-level platform decisions, integrations, and upstream data processes.
• Drive standardization and automation of sales materials, including templates, modular content, and presentation assembly capabilities.
• Oversee production and maintenance of standard sales presentations and core collateral.
• Establish and maintain scalable RFP and DDQ processes, including libraries, governance, and coordination with product subject-matter experts.
• Continuously evaluate and improve platform performance, adoption, and efficiency, including selective use of vendors or automation where appropriate.
• Own intake, prioritization, and workflow processes for sales enablement requests, with transparency into demand, capacity, and delivery timelines.
• Collaborate across Wealth Marketing to align workflows, calendars, and delivery expectations.
• Lead and develop a team responsible for standard presentation and RFP library operations, setting clear standards for quality, responsiveness, and execution rigor.

Requirements

Deep experience with sales enablement platforms (Seismic strongly preferred), RFP systems (Loopio or similar), and project management tools (Smartsheet, monday.com or similar) required. Proven track record of crafting scalable processes while still delivering high-quality execution. Strong collaboration skills across marketing, sales, technology, and operations teams. Experience working within large, matrixed organizations and shared platform environments. Clear communicator with the ability to translate complex workflows into simple, usable processes.

Qualifications

Preferred Bachelor of Science (B.S) or equivalent experience. Experience 10+ Years. Experience in marketing operations, sales enablement, or related marketing roles.

Skills

Deep experience with sales enablement platforms (Seismic strongly preferred), RFP systems (Loopio or similar), and project management tools (Smartsheet, monday.com or similar) required. Proven track record of crafting scalable processes while still delivering high-quality execution. Strong collaboration skills across marketing, sales, technology, and operations teams. Experience working within large, matrixed organizations and shared platform environments. Clear communicator with the ability to translate complex workflows into simple, usable processes.

Benefits

Base Salary Range $155,000.00 - $170,000.00. This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography.

Pay

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance.

Schedule

The position is a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.