Advisor Enablement Strategist

We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the National Director of Digital Strategy & Client Reporting. In this role, you will partner with Advisors to optimize their practice management through relevant technology tools. Your efforts will directly impact revenue production by empowering Advisors to enhance their productivity and efficiency. Collaborating with sales leadership, the training team, and the advisor enablement team, you will develop and implement strategies that support our business goals.
 

What You'll Do:

• Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices.

• Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption.
• Monitor technology usage and adoption rates, providing insights and recommendations for improvement.
• Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National.
• Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs.
• Onboard and support users with essential tools, staying abreast of developments in corporate technology.
• Travel is required, estimated at approximately 25%.
   

What We're Looking For:

• A minimum of 4 years of experience in the financial services industry; marketing and/or communications experience is a plus.
• A proactive mindset with strong attention to detail.
• Strong verbal and written communication skills.
• Ability to work effectively with a broad range of personalities.
• Professional maturity, decisiveness, and strong business judgment.
• Proficiency with Salesforce, Word, Excel, and PowerPoint.
• Creativity, vision, and a passion for continuous improvement.
• Sales orientation with the ability to think from the perspective of financial advisors.
   

This is an exciting opportunity to shape the future of our firm by integrating technology solutions that meet the unique needs of each advisor, transforming their practice and driving our success. If you are a strategic thinker with a passion for technology, training, and sales-oriented engagement, we encourage you to apply.

About AB 

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! 

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $95,000 to $105,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria