Wealth Management Enablement Lead - Salesforce Workflows

Regions Bank; Atlanta (GA); On-site; USD 111,743 - 136,574; Full time

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

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.