Advisor Enablement Strategist

AllianceBernstein; Denver (CO); On-site; USD 100,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking an Advisor Enablement Strategist to enhance Advisors' practice management through technology tools. The role involves developing training strategies, personal meetings with Advisors, and promoting tech adoption. Ideal candidates have a proactive mindset, strong communication skills, and at least 2 years in the industry. Salary ranges from $100,000 to $120,000, with benefits including health insurance and retirement plans.

Benefits

Health insurance coverage

Employee wellness program

Retirement savings plan

Qualifications

• Minimum of 2 years in the financial services industry; marketing/communication experience is a plus.
• Proficiency in Salesforce, Word, Excel, and PowerPoint.
• Creativity and a passion for continuous improvement.

Responsibilities

• Provide personalized service through one-on-one meetings with Advisors.
• Support the rollout of new sales technologies.
• Conduct training sessions for Private Wealth National.

Skills

Proactive mindset

Strong verbal and written communication skills

Sales orientation

Ability to work with diverse personalities

Tools

Salesforce

Word

Excel

PowerPoint

Job description

We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the Director, Digital Solutions. In this role, you will partner with Advisors to optimize their practice management through relevant technology tools. Your efforts will directly impact revenue production by empowering Advisors to enhance their productivity and efficiency. Collaborating with sales leadership, the training team, and the advisor enablement team, you will develop and implement strategies that support our business goals.

Key Responsibilities:

• Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices.

• Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption.

• Monitor technology usage and adoption rates, providing insights and recommendations for improvement.

• Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National.

• Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs.

• Onboard and support users with essential tools, staying abreast of developments in corporate technology.

• Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency.

• Travel is required, estimated at approximately 25%.
  

Job Qualifications & Key Attributes:

• A minimum of 2 years of experience in the financial services industry; marketing and/or communications experience is a plus.

• A proactive mindset with strong attention to detail.

• Strong verbal and written communication skills.

• Ability to work effectively with a broad range of personalities.

• Professional maturity, decisiveness, and strong business judgment.

• Proficiency with Salesforce, Word, Excel, and PowerPoint.

• Creativity, vision, and a passion for continuous improvement.

• Sales orientation with the ability to think from the perspective of financial advisors.
  

This is an exciting opportunity to shape the future of our firm by integrating technology solutions that meet the unique needs of each advisor, transforming their practice and driving our success. If you are a strategic thinker with a passion for technology, training, and sales-oriented engagement, we encourage you to apply.

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $100,000 to $120,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

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