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Wealth Management CRM & Workflow Enablement Lead
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Business
AI Business & Operations, Change Management, CRM System
Job Description & How to Apply Below
Jobtailor is seeking a Sr. WF Design Partner to translate advisor business development practices into scalable, CRM-enabled workflows. You will partner with advisors, field leaders, product owners, and technology teams to define workflow needs and improve the advisor experience.
Responsibilities include identifying friction, developing governance, and embedding guidance for Salesforce adoption. You will steward metrics and feedback loops to drive adoption strategies across financial planning
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