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.

Primary Responsibilities:

Platform Workflow Standards & Field Execution

+ Assess current Private Wealth practice management routines and how teams use core systems to support client, pipeline, referral, and account maintenance ...