Director, Growth Priorities – Wealth Management – NA

About the role

The Director, Growth Priorities - NA Wealth Management is responsible for the ownership of the sales enablement strategy for U.S. Wealth Management, aligning sales processes with AUM growth targets for the RIA channel, ETF platform penetration and private markets fundraising goals.

Responsibilities

• Build and maintain a structured enablement framework across four pillars including Training & Development, Content & Messaging, Tools & Technology, and Insights & Competitive Intelligence.
• Work with Talent Development to develop and deliver training for external wholesalers and the Client Engagement Center on topics including product, market and competitor training in order to accelerate development and improve representative’s ability to engage advisors.
• Partner with product management, investment management and marketing personnel to translate complex ETF and private markets strategies into clear sales narratives, playbooks, presentations and digital content optimized for RIAs and other key advisor segments.
• Collaborate with Data & AI teams to design data driven targeting, lead scoring and campaign analytics that identify high opportunity advisors, model portfolios and platforms, particularly for ETF and private markets offerings.
• Collaborate with the Director, Global Sales Enablement to define and enhance sales tools and technology (CRM, enablement platforms, dashboards) that support efficient coverage, automated workflows and high quality data capture for the wealth management distribution organization.
• Produce KPI dashboards and recurring insights on advisor behavior, pipeline health, win/loss drivers and product adoption trends; use findings to refine enablement priorities and campaigns.
• Lead cross functional initiatives with Marketing, National Accounts, Institutional and Private Markets distribution teams to coordinate platform placements, campaigns and advisor events that support ETF and private markets growth.
• Serve as a strategic partner to Regional Managers and Regional Consultants, tailoring regional enablement plans, content and analytics to territory opportunities and adviser preferences.
• Coordinate with Internal Sales to ensure consistent messaging, call campaigns, and digital engagement aligned with field priorities and centralized enablement programs.
• Continuously assess competitive positioning in ETFs, private markets and traditional strategies, surfacing actionable insights and recommendations to sharpen advisor value propositions.
• Initiate and oversee the development and delivery of advisor education and practice management.
• Directly manage the Senior RIA Business Specialist, Sales Specialist, and Manager Practice Consulting.

Requirements

• Bachelor degree in finance, business, economics, or related field required.
• Minimum 10 years of experience in asset management, wealth management or related financial services, with at least 3 years in sales enablement, product strategy, wholesaling or distribution strategy.
• Proven experience working with Customer Relationship Management (CRM), Business Intelligence (BI) and Enablement platforms (e.g., Salesforce, analytics dashboards), and partnering with Data and AI teams on data driven initiatives required.
• In-depth knowledge of ETF structures, RIA business models and private markets/alternative investment vehicles used in advisor portfolios required.
• Deep understanding of U.S. wealth management distribution and financial advisors required.

Qualifications

• Must possess/obtain FINRA Series 7 and Series 66 licenses immediately.

Skills

• Demonstrated ability to build training curricula, sales content, and tools that drive measurable improvements in sales productivity, advisor engagement and AUM growth.
• Excellent communication and storytelling skills with the ability to distill complex strategies into clear, client centric narratives for advisors and internal stakeholders.
• Strong cross functional collaboration, project management and influencing skills to drive initiatives across sales, product, marketing and technology teams.
• Strategic mindset with the ability to link enablement activities to commercial objectives, KPIs and advisor segment strategies.
• Analytical orientation, comfortable interpreting data, testing hypotheses and adjusting programs based on measurable outcomes.
• Advisor centric approach that reflects Federated Hermes’ focus on responsible, long term wealth creation and partnership with clients.
• High level of ownership, initiative and adaptability to build a new function within a dynamic wealth management distribution organization.

Benefits

• Annual base salary range for this position is $144,670 - $282,110.
• Annual bonuses generally range from 50% to 250% of base salary and are determined by considering a variety of factors including some or all of the following: gross sales, net sales, asset growth, revenue and attainment of business-based objectives.
• Certain employees may be eligible to participate in a Long-Term Incentive Plan.
• We offer our Employees (and, as applicable, their dependents) medical, dental, prescription, vision, and basic life insurance benefits.
• Additionally, Employees are able to enroll in our company’s 401(k) plan.
• Each calendar year employees are eligible for paid leave which includes fifteen vacation days, seven ill days, and ten holidays.

Pay

• The annual base salary range for this position is $144,670 - $282,110.

Schedule

• Hours/Location: 8:30 a.m. - 5:00 p.m. (overtime as required)
• Field based office in United States
• Federated Hermes Tower – Pittsburgh, PA 15222
• Travel required