Vice President, Advisor Enablement

Lincoln Investment•Fort Washington, PA

2d•Onsite

About The Position

Lincoln Investment, a recognized leader in financial services, is seeking a Vice President of Advisor Enablement. This role is crucial for supporting, facilitating, and implementing advisor growth and practice management initiatives firm-wide. The Vice President will ensure that growth strategies, regardless of their origin within the company, are effectively operationalized, consistently supported, and adopted broadly. This position acts as a bridge between strategic planning and practical execution, ensuring that firm-wide growth strategies are successfully implemented in branch environments, supported by appropriate operating models, and achieve desired outcomes for both advisors and the firm. The role involves leading teams responsible for training, technology product support, branch operations leadership, and advisor-facing events, while also serving as a key partner for feedback and implementation with growth sponsors across the organization.

Requirements

May sit at work station for extended periods of time
May view computer screen for extended periods of time
Periods of fast pace are normal, particularly when working to meet deadlines
Equal opportunity employer
Prohibits discrimination and harassment of any type
Affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law
Conforms to the spirit as well as to the letter of all applicable laws and regulations

Responsibilities

Support the execution of advisor growth initiatives, including business development programs, practice management frameworks, technology-enabled growth tools, and client acquisition and retention efforts.
Translate initiatives into clear, field-ready deliverables, including operational workflows, rollout plans, training materials, and ongoing support models.
Partner cross-functionally with Sales, Advisor Experience, Operations, Technology, Product, Marketing, and Compliance to ensure initiatives are executable, supported, and aligned with enterprise standards.
Serve as a practical implementation voice providing insight into readiness, sequencing, and adoption risk before and during rollout.
Lead training and technology product support (FP Connect [SalesForce], RedTail, MoneyGuidePro, eMoney, Wealth Reporting Insights, etc.) teams responsible for driving advisor and staff adoption of growth and practice management initiatives.
Ensure training is directly aligned to active initiatives, and continuously updated based on real advisor and branch feedback.
Use support and training data to identify adoption gaps, usability issues, and process friction, and escalate insights to initiative sponsors for refinement.
Lead Branch Operations Leaders as local facilitators of enterprise growth initiatives.
Ensure branches understand initiative objectives, expectations, and support standards, and can consistently support advisors executing them.
Reduce localized interpretation and branch-by-branch reinvention by reinforcing standardized workflows and escalation paths.
Identify structural or operational barriers at the branch level and drive resolution through partnership with enterprise teams.
Oversee execution of advisor-facing events, including the annual wealth conference and advisor recognition and reward programs.
Ensure events are tightly aligned to advisor growth and practice management priorities and reinforce desired behaviors, tools, and firm messaging.
Partner with initiative sponsors to align agendas, content, and outcomes, positioning events as enablement platforms, not stand-alone experiences.
Establish and track enablement-related measures, including advisor adoption rates, training effectiveness, support demand trends, and branch readiness and consistency indicators.
Provide structured feedback to initiative sponsors on execution challenges, adoption risks, and operational constraints.
Continuously improve rollout methodology, training approaches, and support models to increase effectiveness and scalability over time.