Sales Enablement Specialist

Job Summary

Focused on enhancing client development initiatives, the full-time remote Sales Enablement Specialist will manage content creation, drive playbook adoption, and support training for field teams within a dynamic wealth management organization.

Key responsibilities:

• Build and maintain a centralized content hub for RVPs and program teams
• Drive playbook adoption by developing rollout strategies and tracking usage
• Coordinate training and materials for new programs and initiatives

Required qualifications:

• 5-7 years of experience in sales enablement or revenue operations, preferably in financial services
• Proven ability to design and manage content libraries and communications for field sales teams
• Strong project management skills with the ability to handle multiple workstreams
• Experience with project management and CRM tools, preferably Salesforce
• Genuine interest in the wealth management industry and a desire to grow within the firm