Senior Manager, Growth – Enablement

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive sustainable organic growth by enhancing the complete prospect journey, engagement, and conversion across both digital and advisor-assisted experiences.

• Take ownership and develop the prospect journey across digital platforms, marketing, Lead Desk, and advisor-assisted interactions.

• Identify pain points, unmet needs of prospects, and opportunities for engagement, translating insights into prioritized enhancements.

• Create personalized outreach strategies, nurturing programs, next-best-action methodologies, and AI-enabled journey experiences.

• Collaborate with Sales, Marketing, Digital, Product, Operations, and Analytics teams to improve funnel progression.

• Implement the organic growth roadmap and establish testing and optimization programs for crucial journey stages.

• Analyze funnel performance and prospect behavior to spot opportunities for growth.

• Provide Lead Desk, sales, and advisor teams with essential tools, content, insights, playbooks, and best practices.

• Collaborate on CRM, workflow, automation, and AI capabilities to support scalable engagement.

• Promote the adoption of new growth capabilities through effective communication, training, and continuous optimization.

• Develop dashboards, reporting mechanisms, and KPIs for tracking prospect engagement, journey performance, conversion trends, and overall business impact.

• Lead cross-functional initiatives and convert priorities into actionable roadmaps, experiments, and measurable results.

• Advocate for investments that enhance the prospect journey and improve conversion rates.

• Promote a culture of customer-centric experimentation, learning, accountability, and ongoing improvement.

⛳️ Requirements

• Bachelor’s degree in Business, Marketing, Finance, Product Management, or a related discipline (preferred).

• Over 6 years of experience in Growth, Customer or Prospect Experience, Product, Sales Enablement, Growth Operations, Revenue Operations, or similar fields.

• Proven track record of improving customer or prospect journeys, engagement, conversion, and scalable growth initiatives.

• Experience in designing or optimizing cross-channel experiences in marketing, digital, sales, and/or advisor interactions.

• Strong leadership skills in managing cross-functional programs across Sales, Marketing, Digital, Product, Technology, and Operations.

• Proficient in analytics, including journey and funnel analysis, KPI development, experimentation, and performance assessment.

• Familiarity with CRM platforms, digital solutions, workflow automation, and/or AI-enabled engagement.

• Demonstrated ability to influence senior leadership, align teams, and translate strategy into actionable execution.

• Background in financial services, wealth management, fintech, or professional services (preferred).

• Knowledge of digital lead generation, customer journey design, personalization, sales enablement platforms, CRM systems, marketing automation, and analytics tools (preferred).

• Experience with AI-enabled customer engagement, next-best-action, or personalization features (preferred).

• Willingness to travel occasionally based on business needs.

• Legally authorized to work in the United States.

🏝️ Benefits

• Bonus eligibility.

• Progressive career advancement opportunities.

• Support for professional growth.

• Opportunities for community involvement.

• Work-life balance.

• An inclusive and innovative workplace.

• A culture of camaraderie and teamwork.

• Occasional travel as business needs arise.