VP, Advisor Engagement - Sales Enablement

Advisor Group•Scottsdale, AZ
•Hybrid

About The Position

The Vice President, Sales Enablement is a senior leadership role responsible for driving advisor productivity, growth, and engagement across the enterprise. The position develops and executes strategies, programs, tools, and training that enable Relationship Leaders and Advisor Engagement teams to deliver greater value to advisors, strengthen business relationships, and accelerate advisor growth outcomes. It partners closely with Advisor Engagement, Consulting, Marketing, Business Development, Product, and Operations leadership to create a scalable enablement framework that enhances the advisor experience, supports business growth initiatives, and drives measurable results. The role is full-time and exempt, with 15–40% travel potentially required. Remote applicants may be considered. Non-remote employees must work in the office at least four days per week on a hybrid schedule. The salary range is $130,000–$160,000 per year, plus an annual bonus. Compensation is determined individually based on job-related factors, including location, skills, experience, and education. Benefits include health, vision, and dental insurance, a 401(k), paid time away, volunteer days, and other benefits.

Requirements

  • At least 10 years of experience in sales enablement, advisor engagement, practice management, consulting, business development, or related leadership roles.
  • Experience in financial services, wealth management, advisor consulting, or advisor relationship management.
  • Demonstrated record of driving advisor growth, retention, productivity, and business performance outcomes.
  • Strong leadership experience and a proven ability to build and scale high-performing teams.
  • Experience designing and implementing training, coaching, and enablement programs.
  • Strong analytical, communication, and stakeholder-management skills.
  • High school diploma or equivalent required; significant practical experience may be considered in lieu of a degree.

Nice To Haves

  • Bachelor’s degree preferred.
  • FINRA Series 6 or 7 and/or Series 65 or 66 license(s).
  • Experience in wealth management, advisor consulting, or practice management.
  • Experience building and leading enterprise enablement functions.
  • Experience supporting advisor growth initiatives, succession planning, business optimization, and strategic consulting programs.

Responsibilities

  • Define and execute an advisor enablement strategy aligned with enterprise growth objectives.
  • Develop scalable frameworks, playbooks, tools, and resources to help Relationship Leaders and Advisor Engagement teams improve advisor outcomes.
  • Identify opportunities to improve advisor productivity, business growth, retention, and adoption of enterprise solutions.
  • Drive consistency in advisor-facing engagement models and consultative business practices.
  • Enable Relationship Leaders with business consulting frameworks, growth strategies, and advisor practice-management resources.
  • Partner with Advisor Engagement leadership to strengthen advisor development, retention, and engagement initiatives.
  • Support enterprise programs focused on advisor growth, succession planning, affiliation strategies, and business optimization.
  • Equip teams with insights and tools that improve advisor conversations and business outcomes.
  • Establish and track KPIs related to advisor growth, engagement, retention, productivity, and solution adoption.
  • Use analytics, advisor feedback, and business insights to refine enablement strategies and programs.
  • Develop dashboards and reporting that provide actionable insights to leadership.
  • Measure enablement effectiveness and recommend enhancements based on performance results.
  • Oversee the creation and governance of advisor-facing and Relationship Leader-facing content, tools, and presentations.
  • Design and deliver enablement programs that strengthen consulting skills, business acumen, growth planning, and advisor development capabilities.
  • Lead onboarding and ongoing professional development for Advisor Engagement teams.
  • Ensure messaging is consistent, high-quality, and aligned across advisor engagement channels.
  • Partner with Marketing, Consulting, Product, Operations, and Business Development to align enablement programs with enterprise priorities.
  • Advise senior leadership on advisor engagement effectiveness, productivity, and growth opportunities.
  • Lead and develop a high-performing enablement team focused on continuous improvement and business impact.
  • Champion advisor-centricity, accountability, and execution excellence.

Benefits

  • Health insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Paid time away, including vacation and sick time
  • Volunteer days
  • Annual bonus
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