Vice President, Wealth Enablement

This role will support revenue growth through customer focus, relationship development, and disciplined commercial execution. You will collaborate with sales, customer, product, and operational partners to identify opportunities, solve problems, and improve outcomes in a regulated financial services environment.

Responsibilities

• Own the centralized content strategy for client-facing teams across Wealth Management and Wealth Solutions
• Create scalable advisor playbooks and field-facing tools for better client outcomes
• Lead the transition to a specialized team focused on driving advisor adoption and behavioral change
• Serve as the field advocate for new technology and solutions during rollout
• Build and structure a dedicated Enablement team to support Wealth Management and Wealth Solutions

Qualifications

• 10+ years in enablement or learning roles within wealth management or financial services
• Proven track record in building centralized enablement programs from scratch
• Experience driving behavioral change in advisor or sales teams with measurable results
• Familiarity with M&A integration complexities and enablement demands
• Strong cross-functional collaboration skills with an eye for strategic partnership

Benefits

• Company Paid Basic Life & AD&D Insurance
• Short-Term and Long-Term Disability Insurance coverage
• Comprehensive medical plans with employer contributions to HSAs
• Fourteen Company Paid Holidays, including a full week off at Thanksgiving
• Generous paid time off policy for vacation and sick days
• Paid Parental Leave of 8 weeks for new parents
• 401(k) plan with matching contributions

Pay

$204,000 – $230,000 annually

Location: Remote - US based candidates only, no visa sponsorship available