Global Wealth Sales Enablement Leader

Wellington Management Company, LLP; New York (NY); On-site; USD 80,000 - 180,000; Full time

Benefits offered by this job

Discretionary corporate bonus

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts & commuter

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management is seeking a Global Distribution Enablement Lead to define, design, and drive adoption of a technology-led sales organization. You will collaborate with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to translate business needs into implemented data and technology strategies.

The role sits in CPS, partnering with product and sales teams to deliver insights, drive efficiency, and improve advisor engagement across US Wealth and beyond.

Qualifications

• 10+ years of experience in sales enablement or asset management.
• Proven track record building US Wealth sales enablement within an asset manager.
• Strong written and verbal communication, analytical skills, and attention to detail.

Responsibilities

• Establish and lead a new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global Wealth and the Global Institutional business over time.
• Partners with sales leadership to develop go-to-market strategies, enhance sales productivity, and recommend process enhancements
• Generate actionable insights that drive targeted and effective sales activities in partnership with sales leadership
• Identify and integrate industry-leading data repositories to ensure comprehensive and accurate information for strategic decision making.
• Partner with Technology to design and deploy cutting-edge technology systems to optimize operational efficiency and support sales initiatives.
• Create the processes and systems to deliver actionable insights to sales teams.
• Collaborate closely with marketing to enhance the advisor experience and engagement strategies.
• Track and measure impact on sales performance.

Skills

Communication & Collaboration

Sales psychology

Strategic thinking

Cross-functional collaboration

Growth mindset

Enablement workflow tech

Education

Bachelor’s degree

Tools

Salesforce

Adobe

Tableau

Seismic

Job description

Wellington Management is seeking a Global Distribution Enablement Lead to define, design, and drive adoption of a technology-led sales organization. You will collaborate with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to translate business needs into implemented data and technology strategies.

The role sits in CPS, partnering with product and sales teams to deliver insights, drive efficiency, and improve advisor engagement across US Wealth and beyond.