Wealth Management Business Enablement Partner

Regions Bank

Wealth Management Business Enablement Partner aligning advisor business practices and technology to enhance productivity and client engagement. Focused on scalable workflows within Salesforce.

Posted 7/21/2026full-timeBirmingham • Alabama, North Carolina, Tennessee • 🇺🇸 United StatesSeniorLead💰 $124,159 - $152,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce adoption and workflow design to enhance advisor business development practices, ensuring effective relationship management and streamlined processes. Leverages extensive experience in Wealth Management to identify and resolve workflow friction while promoting consistency and flexibility in advisor routines.

Highest-signal resume keywords

Salesforce AdoptionWealth Management ExperienceWorkflow DesignClient Relationship ManagementProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow AnalysisBusiness Requirements DefinitionMetrics AnalysisGovernance StandardsProcess Documentation

Soft Skills

CollaborationCommunicationProblem-Solving

Tools & Technologies

SalesforceFinancial Planning PlatformsAnalytics Tools

Industry Keywords

Advisor Business DevelopmentClient Relationship ManagementField IntelligenceAdoption StrategiesAdvisor Experience

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program