VP, Advisor Engagement – Sales Enablement

Role Overview

The Vice President (VP), Sales Enablement is a senior leadership role responsible for driving advisor productivity, growth, and engagement across the enterprise. This leader will develop and execute strategies, programs, tools, and training that enable Relationship Leaders and Advisor Engagement teams to deliver greater value to advisors, strengthen business relationships, and accelerate advisor growth outcomes.

What You Will Do

Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives. Develop scalable frameworks, playbooks, tools, and resources that help Relationship Leaders and Advisor Engagement teams improve advisor outcomes. Identify opportunities to enhance advisor productivity, business growth, retention, and adoption of enterprise solutions.

Why It Might Be a Fit

10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles. Experience in financial services, wealth management, advisor consulting, or advisor relationship management. Demonstrated track record of driving advisor growth, retention, productivity, and business performance outcomes.

Requirements

• Bachelor’s degree preferred; high school diploma (or equivalent) with significant practical experience considered in lieu of degree. High school diploma (or equivalent) is required.
• 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles.
• Experience in financial services, wealth management, advisor consulting, or advisor relationship management.
• Demonstrated track record of driving advisor growth, retention, productivity, and business performance outcomes.
• Strong leadership experience with proven ability to build and scale high-performing teams.
• Experience designing and implementing training, coaching, and enablement programs.
• Strong analytical, communication, and stakeholder management skills.
• FINRA License(s): Series 6/7, 65/66.

Benefits

• health insurance
• vision insurance
• dental insurance
• 401k
• paid time away
• volunteer days