Wealth Management Business Enablement Partner

Regions Bank

Atlanta (GA)

On-site

USD 111,743 - 136,574

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Job summary

Regions Bank seeks a Wealth Management Business Enablement Partner to translate advisor growth and client relationship practices into scalable Salesforce-enabled workflows. The role partners with field leaders, product owners, and technology teams to shape efficient workflows and improve advisor productivity and client engagement.

This exempt role balances standardization with advisor discretion, guiding adoption of CRM tools and analytics to drive business growth.

Qualifications

Bachelor’s degree in a related field.
Eight (8) years of experience in Wealth Management or financial services.
Experience using Salesforce as a business owner or advanced user.

Responsibilities

Translate advisor growth behaviors and relationship management into scalable CRM-enabled workflows.
Partner with advisors, field leaders, product owners, and tech teams to define workflow needs.
Identify workflow friction and adoption barriers; propose practical solutions to improve execution.
Develop workflow standards and guardrails for consistency while allowing advisor judgement.
Support Salesforce adoption through in-platform guidance, onboarding, and feedback loops.
Analyze adoption metrics and feedback to identify gaps and suggest improvements.
Serve as a field-facing partner to inform Salesforce roadmap priorities and adoption strategies.
Align sales technology tools into a cohesive advisor experience.
Capture field intelligence through advisory councils and structured feedback channels.
Maintain governance standards for workflow design and implementation.

Skills

Strategic partnership

Stakeholder management

Cross-functional collaboration

Change management

Analytical thinking

Executive communication

Education

Bachelor’s degree in a related field

Tools

Salesforce

Sales Cloud

CRM systems

Job description

Job Description

At Regions, the Wealth Management Business Enablement Partner aligns advisor business practices, client relationship management, and sales technology to improve advisor productivity, client engagement, and business growth. This role translates advisor growth behaviors, relationship management practices, and business development activities into scalable, intuitive workflows within Salesforce and the broader sales technology ecosystem to ensure technology investments drive measurable productivity. This role defines the balance between standardization and advisor discretion, establishing consistency where required while preserving flexibility to meet client needs. This position operates as a business strategy and enablement leader with strong fluency in technology.

Primary Responsibilities

Leads the translation of advisor business development practices, including prospecting, onboarding, relationship management, referral management, growth, and servicing, into scalable Customer Relationship Management (CRM) enabled workflows

Partners with advisors, field leaders, product owners, and technology teams to define workflow needs, clarify business requirements, and improve the advisor experience

Identifies workflow friction, redundant processes, and adoption barriers; recommends practical solutions to simplify advisor routines and improve execution

Develops workflow standards and guardrails to promote consistency while allowing flexibility for advisor judgement and client-specific needs

Supports Salesforce adoption by embedding workflows into daily advisor routines through clear processes, in-platform guidance, onboarding support, and feedback loops

Analyzes adoption metrics, advisor feedback, and usage patterns to identify gaps, measure effectiveness, and recommend improvements

Serves as a field-facing business partner to inform Salesforce roadmap priorities, workflow design, enhancement opportunities, and adoption strategies

Helps align sales technology tools, including Salesforce, financial planning platforms, and analytics tools, into a more cohesive advisor experience

Establishes mechanisms to capture field intelligence through advisory councils, workflow observation, and structured feedback channels

Maintains governance standards for workflow design, documentation, and implementation to prevent process fragmentation and technical debt

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

Bachelor’s degree in a related field

Eight (8) 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

Preferences

Experience with Salesforce Financial Services Cloud

Experience working across field and corporate functions

Experience with sales enablement and marketing platforms

Skills and Competencies

Ability to analyze and interpret data efficiently

Ability to communicate with executives across the organization

Ability to collaborate cross functionally

Excellent change management and business process design skills

Excellent verbal and written communication skills

Strong analytical skills

Strong influence and negotiation skills

Strong knowledge of CRM systems

Strong strategic thinking and problem-solving skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target

Minimum: $124,159.00 USD

Median: $152,200.00 USD

Incentive Pay Plans

This job may participate in an annual discretionary bonus plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.