SVP, Agent Support Enablement
Core
Design, implement, and improve tools, technologies, and processes to empower client support teams in wealth management to deliver exceptional service.
Role type
Senior Vice President, Agent Support Enablement
Builds
Support tooling, training programs, and client experience solutions for a wealth management firm
Domain
Wealth management / Financial services
Required skills
Strategic leadership, technology implementation, change management, CRM systems, data analytics, regulatory compliance, stakeholder management
Preferred skills
Salesforce, ServiceNow, AI-driven support tools, omnichannel service models, Lean Six Sigma
Technologies
Salesforce, ServiceNow, CRM, AI/chatbots, workflow automation
Responsibilities
Develop enablement strategy, partner with Technology/Operations/Compliance/Product, lead vendor selection, design training programs, optimize client experience using data, ensure regulatory compliance
Seniority
Executive (SVP), strategy & mentorship
