Wealth Sales & Service Development Senior Partner

Translate Wealth strategy into field-ready execution by activating partnerships and lead-generation initiatives that boost advisor productivity and client growth. Partner across Wealth, Marketing, Product, and other teams to operationalize priorities, launch and scale pilots, and develop advisor-ready tools, messaging, and playbooks. Own rollout, adoption, and enablement for marketing and sales platforms, define success metrics, and report performance and business impact while coordinating cross-functional stakeholders.