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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advisor enablement strategies, focusing on advisor growth, retention, and productivity through effective frameworks and training programs. Proven ability to lead high-performing teams and leverage analytics for continuous improvement in advisor engagement.
Highest-signal resume keywords
Advisor Enablement StrategySales EnablementAdvisor EngagementLeadership ExperienceFINRA License(s)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advisor GrowthRetention StrategiesBusiness Performance OutcomesTraining Program DesignConsultative Business PracticesKPI TrackingAnalytics UtilizationDashboard DevelopmentPractice ManagementBusiness Development
Soft Skills
Communication SkillsStakeholder ManagementTeam BuildingExecution ExcellenceAccountability
Tools & Technologies
Enablement ToolsReporting ToolsPresentation SoftwareBusiness Analytics Platforms
Certifications & Qualifications
FINRA Series 6FINRA Series 7FINRA Series 65FINRA Series 66
Industry Keywords
Financial ServicesWealth ManagementAdvisor ConsultingAdvisor Relationship ManagementBusiness Optimization
About the role
Key responsibilities & impact- Define and execute a comprehensive advisor enablement strategy aligned with enterprise growth objectives
- Develop scalable frameworks, playbooks, tools, and resources for Relationship Leaders and Advisor Engagement teams
- Identify opportunities to improve advisor productivity, business growth, retention, and enterprise solution adoption
- Drive consistency in advisor-facing engagement models and consultative business practices
- Enable Relationship Leaders with business consulting frameworks, growth strategies, and advisor practice management resources
- Partner with Advisor Engagement leadership on advisor development, retention, and engagement initiatives
- Support programs focused on advisor growth, succession planning, affiliation strategies, and business optimization
- Establish and track KPIs for advisor growth, engagement, retention, productivity, and solution adoption
- Leverage analytics, advisor feedback, and business insights to refine enablement strategies
- Develop dashboards and reporting with actionable leadership insights
- Oversee advisor-facing and Relationship Leader-facing content, tools, and presentations
- Design and deliver enablement programs, onboarding, and professional development
- Partner with Marketing, Consulting, Product, Operations, and Business Development teams
- Advise senior leadership on advisor engagement effectiveness, productivity, and growth opportunities
- Lead and develop a high-performing enablement team
- Champion advisor-centricity, accountability, and execution excellence
Requirements
What you’ll need- High school diploma (or equivalent) is required
- Bachelor’s degree preferred
- 10+ years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles
- Experience in financial services, wealth management, advisor consulting, or advisor relationship management
- Demonstrated track record of driving advisor growth, retention, productivity, and business performance outcomes
- Strong leadership experience with proven ability to build and scale high-performing teams
- Experience designing and implementing training, coaching, and enablement programs
- Strong analytical, communication, and stakeholder management skills
- FINRA License(s): Series 6/7, 65/66 preferred
- 15-40% travel may be required
- Non-remote employees must be willing to work a hybrid schedule requiring a minimum of 4 days weekly in the office
Benefits
Comp & perks- 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