Salesforce-Driven Wealth Management Enablement Lead

Regions Financial Corporation; Birmingham (AL); On-site; USD 124,000 - 152,000; Full time

Job summary

Regions Financial Corporation in Birmingham, Alabama seeks a Wealth Management Business Enablement Partner to align advisor practices with CRM workflows and sales technology, translating growth behaviors into scalable Salesforce-driven processes.

You will partner with field leaders, define workflow needs, monitor adoption metrics, and support Salesforce roadmap priorities while maintaining governance and client-focused enablement.

Qualifications

• Bachelor’s degree in a related field.
• Eight years of experience in Wealth Management or financial services, including understanding of advisor business models and client relationship management.
• Experience using Salesforce as a business owner or advanced user.

Responsibilities

• Leads the translation of advisor growth practices into scalable CRM-enabled workflows.
• Partners with advisors, field leaders, product owners, and technology teams to define workflow needs and improve the advisor experience.
• Identifies workflow friction and adoption barriers; recommends practical solutions.
• Develops workflow standards and guardrails for consistency with flexibility.
• Supports Salesforce adoption with in-platform guidance and onboarding support.
• Analyzes adoption metrics and usage patterns to identify gaps and improvements.
• Serves as a field-facing partner to inform Salesforce roadmap priorities and adoption strategies.
• Helps align sales technology tools into a cohesive advisor experience.
• Establishes governance for workflow design and documentation.

Skills

Data analysis

Executive communication

Cross-functional collaboration

Change management

Verbal and written communication

Analytical skills

Negotiation

CRM systems knowledge

Strategic thinking

Education

Bachelor’s degree in a related field

Tools

Salesforce

CRM platforms

Job description

Regions Financial Corporation in Birmingham, Alabama seeks a Wealth Management Business Enablement Partner to align advisor practices with CRM workflows and sales technology, translating growth behaviors into scalable Salesforce-driven processes.

You will partner with field leaders, define workflow needs, monitor adoption metrics, and support Salesforce roadmap priorities while maintaining governance and client-focused enablement.