Vice President, Advisor Enablement

Lincoln Investment•Fort Washington, PA

1d•Onsite

About The Position

Lincoln Investment, recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor offering brokerage, investment advisory, and other financial services. With over 1,000 financial advisors nationwide and serving over 350,000 clients with more than $36 billion in assets, Lincoln is a majority family-owned financial services firm that values its employees. The firm's success is built on helping people retire well and fostering a supportive work environment. Lincoln Investment offers a competitive compensation and benefits package and its Home Office is located in Fort Washington, PA. The Vice President of Advisor Enablement is responsible for supporting, facilitating, and implementing advisor growth and practice management initiatives across the firm. This role ensures that growth initiatives, whether sponsored by Advisor Experience, Sales, Operations, Product, or other growth-oriented leaders, are operationalized effectively, supported consistently, and adopted at scale. The role operates at the intersection of strategy and execution, ensuring firmwide growth strategies are successfully implemented in real-world branch environments, supported by appropriate operating models, and deliver intended outcomes for advisors and the firm. The position leads teams responsible for training and technology product support, branch operations leadership, and advisor-facing events, acting as a key feedback and implementation partner to growth sponsors.

Requirements

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, 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.
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.

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 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 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.
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.