Wealth Platforms Enablement Lead -Private Wealth (Boston, NYC, or San Francisco)

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The role will partner cross-functionally with Private Wealth leadership,&nbsp;change management,&nbsp;operations, learning, product, technology, and field leaders to simplify workflows, improve usability, and strengthen business execution.&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\"><strong><u>Primary Responsibilities:</u></strong>&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\"><strong><u>Platform&nbsp;Workflow Standards&nbsp;&amp; Field Execution</u>&nbsp;</strong></span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Assess current Private Wealth practice management routines and how teams use core systems to support client, pipeline, referral, and account maintenance activities&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Define&nbsp;clear&nbsp;platform usage&nbsp;standards aligned to business priorities and workflows by role to&nbsp;support consistent execution across advisors and support teams&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Identify&nbsp;gaps in usage patterns, analyze root causes, and partner with stakeholders to&nbsp;refine usage expectations or define requirements for system enhancements&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Reduce reliance on off-platform tools by embedding Salesforce and related platform capabilities into day-to-day business routines&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\"><strong><u>Role-Based&nbsp;Tools, Routines &amp; Support</u>&nbsp;</strong></span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Coordinate delivery through structured channels including live sessions, on-demand resources, in-market support, and job aids&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Partner with Learning and subject matter experts to evolve content based on field feedback, usability&nbsp;insights, and emerging business needs&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Deliver practical tools, routines, and field support that strengthen advisor confidence, efficiency, and consistent use of&nbsp;Wealth systems&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\"><strong><u>Leadership&nbsp;Accountability &amp; Workflow Improvement</u>&nbsp;</strong></span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Integrate usage standards into leader routines, including team meetings, coaching practices, and performance conversations&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Equip leaders with tools, actionable reporting, and insights to coach consistent execution and improve accountability across teams&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Serve as the voice of the field by gathering feedback on workflows, system barriers, and execution outcomes, then translating insights into scalable solutions and repeatable field practices&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Partner with product, operations, and business leaders to simplify processes, improve usability, and scale&nbsp;effective usage&nbsp;practices&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\"><strong><u>Minimum Qualifications:</u></strong><u>&nbsp;</u></span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">6+ years of experience in Wealth Management or Private Banking financial services</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Strong knowledge of Wealth Management and Private Wealth, including advisor workflows, the client lifecycle, client needs, and practice management dynamics&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Deep understanding of advisor&nbsp;and operational systems, including advanced&nbsp;working knowledge of&nbsp;Salesforce&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Demonstrated experience improving field execution at scale, ideally within a sales or advisory environment&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Experience collaborating across business, product, technology, operations, learning, and field teams to deliver integrated solutions and improve user experience&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Experience translating business goals into practical workflows, usage standards, and scalable field execution&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Strong written and verbal communication skills with the ability to influence leaders and partners across functions&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Strong interpersonal skills with the ability to influence and build alignment across functions&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Strong analytical skills with the ability to&nbsp;identify&nbsp;usage&nbsp;trends, diagnose gaps, and respond to opportunities in the sales environment&nbsp;</span></p><p><span style=\"font-size: 16pt; line-height: 115%;\">Demonstrated adaptability and flexibility,&nbsp;with the ability to lead through ambiguity and&nbsp;shifting&nbsp;business needs&nbsp;</span></p><p><span style=\"font-size: 16pt; 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