Lead Sales Enablement Consultant – Securities Based Lending

Role Overview

The Lead Sales Enablement Consultant will serve as a subject matter expert and strategic partner to Financial Advisors and internal business partners throughout the Securities Based Lending process.

What You Will Do

The Lead Sales Enablement Consultant will help Financial Advisors navigate the SBL sales and onboarding process, answer lending-related questions, and provide hands-on support for complex or non-routine matters.

Why It Might Be a Fit

This is an opportunity to join a growing Securities Based Lending business and play an important role in helping Financial Advisors understand and navigate lending processes while supporting a strong client experience.

Requirements

• 5+ years of Sales Enablement experience
• Strong knowledge of lending processes, including application, documentation, onboarding, approval, and fulfillment activities
• Experience researching, coordinating, and resolving complex or escalated lending, operational, or client-related matters
• Ability to communicate complex lending products, processes, and requirements clearly to Financial Advisors and business partners
• Experience collaborating across product, sales, lending, operations, credit, and other business functions to achieve business objectives

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement