Senior Manager, Wealth Management Enablement

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Manager, Wealth Management Enablement based in United States.

Join a strategic leadership role focused on transforming how wealth management teams learn, adopt new technologies, and deliver exceptional client experiences. In this position, you will design and lead enablement initiatives that strengthen advisor capabilities, improve operational efficiency, and accelerate the adoption of innovative tools, including AI-powered solutions. Working across multiple business functions, you'll influence training strategy, process improvement, and organizational change while partnering with senior stakeholders. This is an excellent opportunity for someone who enjoys combining learning and development, technology enablement, and business transformation in a collaborative, fast-paced environment with meaningful impact across the organization.

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Manager, Wealth Management Enablement based in United States.

Join a strategic leadership role focused on transforming how wealth management teams learn, adopt new technologies, and deliver exceptional client experiences. In this position, you will design and lead enablement initiatives that strengthen advisor capabilities, improve operational efficiency, and accelerate the adoption of innovative tools, including AI-powered solutions. Working across multiple business functions, you'll influence training strategy, process improvement, and organizational change while partnering with senior stakeholders. This is an excellent opportunity for someone who enjoys combining learning and development, technology enablement, and business transformation in a collaborative, fast-paced environment with meaningful impact across the organization.

Accountabilities:

• Design, develop, and continuously enhance comprehensive learning programs, onboarding experiences, playbooks, knowledge resources, and enablement materials for wealth management advisors and client service teams.
• Create engaging training content that translates new technologies, AI capabilities, platform enhancements, and business processes into practical, role-specific learning experiences that drive adoption and performance.
• Deliver instructor-led, virtual, and self-paced training programs while measuring learning effectiveness through adoption metrics, proficiency tracking, and continuous program improvements.
• Act as a trusted advisor to business leaders by identifying operational challenges, recommending process improvements, and supporting cross-functional initiatives involving technology, compliance, and product teams.
• Champion AI adoption by developing governance guidelines, practical use cases, workflow improvements, and educational resources that help teams leverage emerging technologies responsibly.
• Support organizational growth initiatives by developing training programs for newly integrated teams, monitoring adoption progress, and ensuring successful transitions into established processes and systems.

Requirements

• Bachelor's degree in Business, Education, or a related discipline; advanced degrees, financial services licenses, or professional certifications are considered an advantage.
• Proven experience in learning and development, training, organizational enablement, or change management, preferably within wealth management or financial services.
• Strong understanding of generative AI tools, prompt engineering concepts, AI adoption strategies, and the ability to translate technical capabilities into practical business applications.
• Demonstrated experience designing curricula, facilitating training sessions, developing digital learning content, and managing enterprise-wide enablement programs.
• Excellent project management, analytical, communication, and presentation skills, with experience engaging senior stakeholders and cross-functional teams.
• Ability to manage multiple priorities in a dynamic environment while driving continuous improvement, collaboration, and measurable business outcomes.

Benefits

• Base salary ranging from $120,000 to $145,000 USD, plus eligibility for incentive compensation.
• Comprehensive medical, dental, and vision insurance options, including Health Savings Account (HSA) contributions where applicable.
• Company-paid life insurance, AD&D coverage, short-term and long-term disability insurance.
• Generous paid time off, paid holidays, paid parental leave, family leave, and adoption assistance.
• 401(k) retirement plan with company matching, including Traditional and Roth contribution options.
• Employee Assistance Program, dependent care savings account, concierge support services, pet insurance, and employee financial planning benefits.
• Flexible work environment with home office support and opportunities to collaborate across a national organization.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1