VP of Advisor Enablement

Job Summary

VP of Advisor Enablement is a full-time, salaried position responsible for building relationships with advisors, helping them identify opportunities within their practice, and consulting on how to integrate an AI-powered platform into their services.

Key Responsibilities

• Build trusted relationships with advisors and serve as their primary resource for the platform
• Consult on practice management and assist advisors in identifying plan sponsor opportunities
• Track conversion outcomes to enhance advisor engagement and refine strategy

Required Qualifications

• 5 to 7+ years of experience working with Registered Investment Advisors (RIAs) in sales, enablement, or account management
• Strong understanding of how advisors operate their practices and grow retirement plan business
• Consultative approach with a focus on changing advisor perspectives rather than simply selling a product
• Ability to thrive in ambiguous environments and adapt quickly
• Genuine interest in AI and its impact on the advisory profession