Enablement Lead

Savvy Wealth • New York, NY

2d • $181,000 - $221,000 • Onsite

About The Position

Savvy Wealth is a registered investment advisor (RIA) that partners with experienced financial advisors, providing them with a modern, AI-native home to grow their businesses. The company offers a proprietary tech platform, client portal, in-house marketing, investment management, and client services. Savvy aims to reinvent wealth management by leveraging AI, with initiatives like Savvy Intelligence and internal AI adoption. The company is a Series C funded, rapidly growing organization with significant ARR and recognition as a fast-growing financial services company. Savvy is also a Certified Great Place to Work, recognized for its culture and growth.

Requirements

• 5+ years of experience in enablement, learning & development, sales enablement, operations enablement, or a related role, with experience owning programs end to end
• Experience building or meaningfully improving onboarding and ramp programs for customer-facing, revenue-generating, or operational teams
• Exceptional facilitator and teacher who can make complex or dry topics simple, practical, engaging, and memorable
• Thinks about enablement through the lens of business performance and understands that the goal is not course completion — it’s faster ramp, stronger proficiency, better execution, and higher productivity
• Comfortable diagnosing ambiguous performance problems, identifying the underlying capability gaps, and translating them into actionable programs
• Strong cross-functional partner who can work effectively with senior leaders and SMEs, extract the right expertise, and turn it into scalable learning
• Highly data-driven and comfortable establishing success metrics, evaluating program effectiveness, and iterating based on what the data tells you
• A builder who thrives in a fast-moving environment, can create programs from scratch, and is comfortable iterating as products, processes, and priorities evolve
• Highly fluent with AI and regularly uses it to improve how you work, build new capabilities, and create leverage

Nice To Haves

• Experience building enablement programs within fintech, financial services, SaaS, or another complex and rapidly evolving business
• Experience supporting both Sales and Operations organizations
• Experience creating certification or proficiency-based learning programs
• Experience using AI for simulations, role playing, coaching, content creation, or personalized learning
• Familiarity with LMS, knowledge management, learning analytics, or other enablement technology
• Experience supporting product or process launches and translating complex changes into employee-facing training

Responsibilities

• Own onboarding and ramp programs for core Sales and Operations teams, including developing curricula, milestones, practice opportunities, and clear proficiency standards
• Build and manage Savvy’s ongoing enablement program, including recurring training, refreshers, certifications, coaching resources, and targeted interventions based on performance gaps
• Partner with Sales, Operations, Product, Product Marketing, and other subject-matter experts to translate complex products, processes, and launches into practical, role-specific training
• Diagnose capability and performance gaps across teams and determine when enablement can meaningfully improve employee performance
• Create engaging training experiences that emphasize practice, application, and behavior change rather than passive content consumption
• Establish and track metrics across ramp time, proficiency, training effectiveness, adoption, productivity, and downstream business outcomes
• Build scalable systems that capture institutional knowledge from functional leaders and SMEs without requiring them to repeatedly build and facilitate training themselves
• Use AI to increase the quality, personalization, and scalability of enablement through tools such as simulations, role plays, coaching resources, and learning content

Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office
• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed