VP, Advisor Engagement – Sales Enablement

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

📋 Description

• Create and implement a comprehensive strategy for advisor enablement that aligns with the enterprise's growth objectives.

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

• Identify areas for enhancing advisor productivity, business growth, retention, and the adoption of enterprise solutions.

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

• Equip Relationship Leaders with business consulting frameworks, growth strategies, and resources for advisor practice management.

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

• Support programs aimed at advisor growth, succession planning, affiliation strategies, and business optimization.

• Establish and monitor KPIs concerning advisor growth, engagement, retention, productivity, and solution adoption.

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

• Create dashboards and reporting systems for leadership.

• Assess the effectiveness of enablement initiatives and suggest improvements.

• Manage content, tools, and presentations aimed at advisors and Relationship Leaders.

• Design and conduct enablement programs that cover consulting skills, business acumen, growth planning, and advisor development.

• Lead the onboarding process and ongoing professional development for Advisor Engagement teams.

• Ensure consistent, high-quality messaging throughout advisor engagement channels.

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

• Provide advice to senior leadership regarding the effectiveness of advisor engagement, productivity, and potential growth opportunities.

• Lead and nurture a high-performing enablement team.

• Advocate for advisor-centricity, accountability, and excellence in execution.

⛳️ Requirements

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

• A Bachelor's degree is preferred.

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

• Background in financial services, wealth management, advisor consulting, or advisor relationship management.

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

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

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

• Excellent analytical, communication, and stakeholder management skills.

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

• Preferred background in wealth management, advisor consulting, or practice management.

• Preferred experience in establishing and leading enterprise enablement functions.

• Preferred experience in supporting advisor growth initiatives, succession planning, business optimization, and strategic consulting programs.

• Travel of 15-40% may be required.

🏝️ Benefits

• Health insurance.

• Vision insurance.

• Dental insurance.

• 401k.

• Paid time away.

• Volunteer days.

• Vacation and sick time.