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

Description

We are seeking a strategic, collaborative, and field-oriented Wealth Platform Enablement Lead–Private Wealth. In this role, you will improve how Private Wealth teams use Wealth systems and workflows to manage client activity, referrals, pipeline visibility, and account maintenance. This role will define practical usage standards, translate business priorities into role-based routines, and equip leaders and teams with the tools, insights, and support needed to execute consistently.

The role will partner cross-functionally with Private Wealth leadership, change management, operations, learning, product, technology, and field leaders to simplify workflows, improve usability, and strengthen business execution.

• Assess current Private Wealth practice management routines and how teams use core systems to support client, pipeline, referral, and account maintenance activities
• Define clear platform usage standards aligned to business priorities and workflows by role to support consistent execution across advisors and support teams
• Identify gaps in usage patterns, analyze root causes, and partner with stakeholders to refine usage expectations or define requirements for system enhancements
• Reduce reliance on off-platform tools by embedding Salesforce and related platform capabilities into day‑to‑day business routines

• Coordinate delivery through structured channels including live sessions, on‑demand resources, in‑market support, and job aids
• Partner with Learning and subject matter experts to evolve content based on field feedback, usability insights, and emerging business needs
• Deliver practical tools, routines, and field support that strengthen advisor confidence, efficiency, and consistent use of Wealth systems

• Integrate usage standards into leader routines, including team meetings, coaching practices, and performance conversations
• Equip leaders with tools, actionable reporting, and insights to coach consistent execution and improve accountability across teams
• 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
• Partner with product, operations, and business leaders to simplify processes, improve usability, and scale effective usage practices

• 6+ years of experience in Wealth Management or Private Banking financial services
• Strong knowledge of Wealth Management and Private Wealth, including advisor workflows, the client lifecycle, client needs, and practice management dynamics
• Deep understanding of advisor and operational systems, including advanced working knowledge of Salesforce
• Demonstrated experience improving field execution at scale, ideally within a sales or advisory environment
• Strong organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines
• Experience collaborating across business, product, technology, operations, learning, and field teams to deliver integrated solutions and improve user experience
• Experience translating business goals into practical workflows, usage standards, and scalable field execution
• Strong written and verbal communication skills with the ability to influence leaders and partners across functions
• Strong interpersonal skills with the ability to influence and build alignment across functions
• Strong analytical skills with the ability to identify usage trends, diagnose gaps, and respond to opportunities in the sales environment
• Demonstrated adaptability and flexibility, with the ability to lead through ambiguity and shifting business needs
• Completed Bachelor’s degree

• Hours per week: 40
• M-F: 8:00 AM ET – 5:00 PM ET – 100% in office until fully trained then potential hybrid 4 days in office 1 day work from home
• Travel:
  Up to 40% to Private Wealth offices including in CA, NY, MA & FL

The salary range for this position is $142,000 - $180,000 per year, plus an opportunity to earn an annual…