Vice President, Wealth Enablement

Job Summary:

• The VP will centralize content strategy, lead curriculum development, and drive solution adoption for a consistent client experience.
• This role bridges corporate functions and the field, building scalable, AI-enabled training and content infrastructure.

Essential Job Functions:

• Own the centralized content strategy across client-facing cohorts, tailoring content to each audience's complexity.
• Lead the evolution from a generalist support model to a specialized team that drives measurable behavioral change.
• Build and lead a structured Enablement team with dedicated Directors and FTE support for each cohort.

Knowledge, Skills, and Abilities:

• 10+ years in enablement, learning & development, or field effectiveness within wealth management or financial services.
• Demonstrated success building or scaling centralized enablement functions and driving measurable advisor behavior change.
• AI-fluent with a data-informed approach, using telemetry and field feedback to iterate and improve.

Benefits:

• Competitive benefit package including medical, dental, vision, and HSA with company contributions.
• 14 paid holidays, generous PTO, and 8 weeks of paid parental leave.
• 401(k) with match, life and disability insurance, and adoption assistance.