Wealth Management Business Enablement Partner

• 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

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

Core Competencies

Demonstrates expertise in Salesforce adoption and workflow design to enhance advisor business development practices, ensuring effective relationship management and streamlined processes. Leverages extensive experience in Wealth Management to identify and resolve workflow friction while promoting consistency and flexibility in advisor routines.

Highest-signal resume keywords

• Salesforce Adoption
• Wealth Management Experience
• Workflow Design
• Client Relationship Management
• Process Improvement

ATS Optimization Keywords

Hard Skills

• Workflow Analysis
• Business Requirements Definition
• Metrics Analysis
• Governance Standards
• Process Documentation

Soft Skills

• Collaboration
• Communication
• Problem-Solving

Industry Keywords

• Advisor Business Development
• Client Relationship Management
• Field Intelligence
• Adoption Strategies
• Advisor Experience

Tools & Technologies

• Salesforce
• Financial Planning Platforms
• Analytics Tools