Advisor Enablement Strategist

AllianceBernstein Holding LP • Dallas, TX

79d • $100,000 - $120,000

About The Position

We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the Director, Digital Solutions. 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.

Requirements

• A minimum of 2 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.

Responsibilities

• Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources.
• 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.
• Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency.
• Travel is required, estimated at approximately 25%.

Benefits

• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees