Wealth Management Enablement Manager

The Wealth Management Enablement (WME) Manager will help to drive frictionless service within Wealth Management by supporting advisors and client service specialists with communication, education and training, and process improvement. Essential job functions include communication to and ongoing support of Advisor Team Staff and to curate a deliberate and strategic curriculum for WM, contemplating what we want WM to know and how we want them to focus on a weekly and monthly basis. The role involves delivering training to new hires and acquisition team employees, identifying opportunities to drive employee adoption, streamlining processes, and tracking trends. The Manager will also support M&A integration by creating training outlines, delivering training, and collaborating with leadership to drive process improvement. This position requires maintaining regular communication with business stakeholders, proactively identifying process improvement opportunities, advocating for the WM organization, and supporting process enhancement testing. The manager will also be responsible for reviewing, developing, and updating training materials and establishing educational infrastructure to drive awareness.