Vice President, Wealth Enablement

Job Summary

Wealth Enablement ensures every client-facing team member feels supported and knows what to do, when, and why when serving clients. The VP will centralize content strategy, lead curriculum development, and drive solution adoption for a more consistent, proactive client experience. The VP will lead the Enablement function to build scalable, AI-enabled training and content infrastructure across Wealth Management and Wealth Solutions. This leader will set strategy, build the team, and drive behavioral change and adoption at scale — bridging corporate functions and the field.

Essential Job Functions

• Content Strategy & Curriculum Ownership
  • Own the centralized content strategy across all client-facing cohorts — Wealth Management (advisors and client service) and Wealth Solutions (Tax, Estate, Financial Planning, Emerging Solutions).
  • Maintain curriculum architecture that separates the CS (Relationship Manager and Service Operations Associate)/Advisor and WM/WS tracks, tailoring content to each audience's complexity and behavioral needs.
  • Create high-quality, scalable advisor playbooks, onboarding frameworks, and field-facing tools that equip advisors to deliver better client outcomes — evolving from episodic content to a centralized, maintained system.
  • Partner with Relationship Expansion so advisor-facing content is built for field delivery, not just housed centrally.
• Advisor Adoption & Behavioral Change
  • Lead the function's evolution from a generalist support model to a specialized team that drives measurable behavioral change and builds advising capabilities across advisor teams.
  • Use our product pilot and launch methodology to serve as the field advocate for new technology, tools, and solutions — including AI-powered capabilities — before and during rollout.
  • Define growth gearing ratios (FTE per cohort size) and build the organizational infrastructure.