Wealth Sales & Service Development Senior Partner

The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into field-ready execution by activating partnership and lead generation initiatives that drive advisor productivity, client acquisition, deeper relationships, and new-to-Wealth growth. This role will partner across Wealth, Marketing, Product, and other line of business partners to operationalize growth priorities, launch and scale pilots, develop field-ready tools and messaging, and strengthen referral and lead conversion effectiveness across the business.

Primary Responsibilities:

Partnership & Growth Activation:

• Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks that support advisor execution.
• Drive cross-LOB partnership initiatives and pilots across Wealth, business lines, and enterprise partners.
• Support partnership planning and governance routines, including prioritization, performance tracking, and follow-up on key actions.

Marketing & Lead Generation Activation:

• Partner with Marketing to support integrated campaigns, lead generation initiatives, and field enablement materials.
• Support strategy, reporting, and process improvement for Wealth lead sources and platforms, including Smart Leads, LUCY, Find an Advisor, and other prospecting channels.
• Manage rollout, adoption, and advisor enablement for marketing and sales tools such as Sprinklr, LinkedIn Sales Navigator, and Seismic.
• Translate campaign and lead generation priorities into advisor-ready guidance that improves adoption, follow-up quality, and conversion.

Program Execution & Performance Management:

• Manage day-to-day execution of strategic growth, partnership, and marketing activation initiatives from planning through rollout.
• Define success metrics, track adoption and business impact, and prepare reporting for leadership updates.
• Identify opportunities to scale successful pilots and improve consistency across Wealth.
• Coordinate stakeholders to ensure aligned execution.

Required Qualifications

• Bachelor’s degree

• 5+ years of experience in Wealth Management, Private Banking, Financial Advisory, Asset Management, or related financial services

• Strong understanding of Wealth Management products, advisor practices, client needs, and field execution

• Experience supporting strategic business initiatives, sales enablement, advisor adoption, or lead generation programs

• Proven ability to partner across multiple functions to drive business outcomes

• Strong analytical, communication, organizational, and relationship management skills