Wealth Management Business Enablement Partner
About the role
The Wealth Management Business Enablement Partner role at Regions is dedicated to improving advisor productivity, client engagement, and business growth through the alignment of advisor business practices, client relationship management, and sales technology.
Primary Responsibilities
- Leads the translation of advisor business development practices into scalable CRM enabled workflows
- Partners with advisors, field leaders, product owners, and technology teams to define workflow needs, clarify business requirements, and improve the advisor experience
- Identifies workflow friction, redundant processes, and adoption barriers; recommends practical solutions to simplify advisor routines and improve execution
- Develops workflow standards and guardrails to promote consistency while allowing flexibility for advisor judgement and client-specific needs
- Serves as a business partner to inform Salesforce roadmap priorities, workflow design, enhancement opportunities, and adoption strategies
- Helps align sales technology tools into a cohesive advisor experience
- Maintains governance standards for workflow design, documentation, and implementation to prevent process fragmentation and technical debt
Requirements
- Bachelor’s degree in a related field
- Eight (8) years of experience in Wealth Management or financial services, including understanding of advisor business models and client relationship management
Preferences
- Experience with Salesforce Financial Services Cloud
- Experience working across field and corporate functions
- Experience with sales enablement and marketing platforms
Skills and Competencies
- Ability to analyze and interpret data efficiently
- Excellent change management and business process design skills
- Strong analytical skills
- Strong influence and negotiation skills
- Strong knowledge of CRM systems
- Strong strategic thinking and problem-solving skills
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role.
Other Factors Impacting Pay
- Experience
- Skills
- Knowledge
- Contribution
- Job location
- Performance in the job role
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. This includes:
- Paid vacation/sick time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Location Details
Regions Center Location: Birmingham, Alabama
Equal Opportunity Employer
Regions is an equal opportunity employer including disabled/veterans.