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About the role
Key responsibilities & impact- Set the North America Retail Enablement roadmap across CRM, selling tools, content/engagement platforms, reporting/insights, and AI-enabled capabilities.
- Own CRM outcomes (Salesforce), including platform improvements, workflow simplification, data quality, and field adoption.
- Lead enablement launches and changes end-to-end: communications, training, readiness, leadership alignment, and hypercare.
- Run the operating model for key tools (e.g., content management/engagement platforms), including vendor management and clear business ownership.
- Build and track adoption and impact metrics (usage, satisfaction, productivity, sales outcomes where available) and use them to prioritize work.
- Partner with Marketing to improve lead management and advisor engagement workflows, integrating sales and marketing insights where appropriate.
- Advance the AI enablement agenda: identify practical use cases, guide pilots/MVPs, and work with Tech/Data/Risk on scalable paths to production.
- Lead and develop a high-performing enablement team; set clear priorities, simplify processes, and create a sustainable pace of delivery.
Requirements
What you’ll need- 8+ years in sales enablement, revenue enablement, sales operations, CRM/product ownership, or sales technology leadership.
- Asset management experience is a must.
- Proven ability to drive adoption and change management for field sales teams (clear comms, practical training, leader enablement).
- Experience managing vendors/platforms and setting governance, standards, and ways of working.
- Strong cross-functional leadership: you can align Sales, Marketing, Technology, Analytics, and Risk to deliver outcomes.
- Comfortable with innovation and experimentation (AI/advanced analytics a plus), balanced with operational rigor and risk awareness.
- Clear, concise communicator with strong executive presence and stakeholder management skills.
- Ability to thrive in a fast-paced, dynamic environment and with evolving needs that require frequent re-prioritization.
- Able to balance short term high value wins while continuing to drive longer term strategic initiatives.
- Team player with a winning attitude.
Benefits
Comp & perks- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRMSalesforcedata qualityworkflow simplificationAI-enabled capabilitieslead managementchange managementadoption metricsvendor managementadvanced analytics
Soft Skills
cross-functional leadershipclear communicationexecutive presencestakeholder managementteam playerinnovationoperational rigoradaptabilityprioritizationtraining
