Wealth Management Business Enablement Partner

Regions Bank•Charlotte, AL

3d•Onsite

About The Position

At Regions, the Wealth Management Business Enablement Partner aligns advisor business practices, client relationship management, and sales technology to improve advisor productivity, client engagement, and business growth. This role translates advisor growth behaviors, relationship management practices, and business development activities into scalable, intuitive workflows within Salesforce and the broader sales technology ecosystem to ensure technology investments drive measurable productivity. This role defines the balance between standardization and advisor discretion, establishing consistency where required while preserving flexibility to meet client needs. This position operates as a business strategy and enablement leader with strong fluency in technology.

Requirements

Bachelor’s degree in a related field
Eight (8) years of experience in Wealth Management or financial services, including understanding of advisor business models and client relationship management
Experience using Salesforce as a business owner or advanced user

Nice To Haves

Experience with Salesforce Financial Services Cloud
Experience working across field and corporate functions
Experience with sales enablement and marketing platforms
Ability to analyze and interpret data efficiently
Ability to communicate with executives across the organization
Ability to collaborate cross functionally
Excellent change management and business process design skills
Excellent verbal and written communication skills
Strong analytical skills
Strong influence and negotiation skills
Strong knowledge of CRM systems
Strong strategic thinking and problem-solving skills

Responsibilities

Leads the translation of advisor business development practices, including prospecting, onboarding, relationship management, referral management, growth, and servicing, into scalable Customer Relationship Management (CRM) enabled workflows
Partners with advisors, field leaders, product owners, and technology teams to define workflow needs, clarify business requirements, and improve the advisor experience
Identifies workflow friction, redundant processes, and adoption barriers; recommends practical solutions to simplify advisor routines and improve execution
Develops workflow standards and guardrails to promote consistency while allowing flexibility for advisor judgement and client-specific needs
Supports Salesforce adoption by embedding workflows into daily advisor routines through clear processes, in-platform guidance, onboarding support, and feedback loops
Analyzes adoption metrics, advisor feedback, and usage patterns to identify gaps, measure effectiveness, and recommend improvements
Serves as a field-facing business partner to inform Salesforce roadmap priorities, workflow design, enhancement opportunities, and adoption strategies
Helps align sales technology tools, including Salesforce, financial planning platforms, and analytics tools, into a more cohesive advisor experience
Establishes mechanisms to capture field intelligence through advisory councils, workflow observation, and structured feedback channels
Maintains governance standards for workflow design, documentation, and implementation to prevent process fragmentation and technical debt