VP, Advisor Engagement – Sales Enablement

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Formulate and implement a robust advisor enablement strategy that aligns with the company's growth objectives.

• Create scalable frameworks, playbooks, tools, and resources tailored for Relationship Leaders and Advisor Engagement teams.

• Discover opportunities to enhance advisor productivity, foster business growth, improve retention, and promote enterprise solution adoption.

• Ensure uniformity in advisor-facing engagement models and consultative business methodologies.

• Equip Relationship Leaders with business consulting frameworks, growth initiatives, and resources for managing advisor practices.

• Collaborate with Advisor Engagement leadership on initiatives related to advisor development, retention, and engagement.

• Assist in programs aimed at advisor growth, succession planning, affiliation strategies, and optimizing business processes.

• Establish and monitor key performance indicators (KPIs) for advisor growth, engagement, retention, productivity, and solution adoption.

• Utilize analytics, advisor feedback, and business insights to enhance enablement strategies.

• Create dashboards and reports that provide actionable insights for leadership.

• Supervise content, tools, and presentations directed at advisors and Relationship Leaders.

• Design and deliver enablement programs, onboarding processes, and professional development opportunities.

• Collaborate with Marketing, Consulting, Product, Operations, and Business Development teams.

• Advise senior leadership on the effectiveness of advisor engagement, productivity, and potential growth opportunities.

• Lead and cultivate a high-performing enablement team.

• Promote advisor-centricity, accountability, and excellence in execution.

⛳️ Requirements

• A high school diploma (or equivalent) is mandatory.

• A Bachelor's degree is preferred.

• Over 10 years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or similar leadership roles.

• Familiarity with financial services, wealth management, advisor consulting, or advisor relationship management.

• Proven history of driving advisor growth, retention, productivity, and business performance results.

• Strong leadership experience with a demonstrated ability to build and scale high-performing teams.

• Experience in designing and implementing training, coaching, and enablement programs.

• Excellent analytical, communication, and stakeholder management skills.

• FINRA License(s): Series 6/7, 65/66 is preferred.

• Willingness to travel 15-40% of the time may be necessary.

• Non-remote employees should be ready to work a hybrid schedule, requiring at least 4 days a week in the office.

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• 401(k)

• Paid time away

• Volunteer days

• Vacation and sick time

• Annual bonus

• Hybrid schedule for non-remote employees