Who You’ll Work With:

The Advisor Technology team manages various tools designed to support advisor efficiency including Salesforce, iAdvisor, Calendly, Slack, etc.  Using Agile Methodologies, the Advisor Enablement Product Manager leads a team including a Salesforce Product Owner and a Technology Adoption Specialist, partnering closely with Sales and Senior Management teams, Business Analysts, Technology, Marketing, and Investment Strategies to identify and implement the highest value-add functionality to support Wealth Advisors and the broader Private Wealth business.

What You’ll Do:

• Lead the holistic strategy for Advisor Enablement, focused on business priorities, Advisor efficiency and driving adoption of technology in this space

• Lead a team comprised of a Salesforce Product Owner and Technology Adoption Specialist

• Partner closely with sales leadership and Wealth Advisors across the business to identify opportunities, document requirements, prioritize and implement functionality designed to support the sales process

• Develop a strategic roadmap that aligns with business goals

• Lead one-on-one and group sessions with Private Wealth business to assist with the utilization of digital tools to increase efficiency

• Proactively engage with Wealth Advisors to better understand issues or gaps that might be impacting Advisor efficiency and technology adoption

• Coordinate with respective training teams and business analysts to develop and ensure execution of training new advisors and support team members

• Communicate with Senior Leadership and the national sales team through national meetings, steering committees etc

• Motivate and energize team members and contribute to their growth and well-being

What We’re Looking For:

• Understanding of Wealth Management products and services and associated client service journeys

• Experience working in agile environments with strong understanding of agile methodologies, product ownership, and defining product requirements and user stories

• Ability to think strategically and implement tactically

• Ability to drive change and work with diverse teams

• Experience analyzing data and feedback to identify both problem areas and opportunities

• Proven ability to prioritize tasks effectively, handle multiple projects simultaneously, and prioritize product roadmaps and manage product delivery plans

• Proactive nature, highly organized and detail oriented with strong decision-making skills

• Vision and passion for continuous improvement

• Strong interpersonal, analytical, communication and leadership skills as well as the ability to influence change in others

• Ability to work independently, under pressure, and as part of a team

• Persistence, resilience, and creativity to overcome obstacles and persevere until projects are delivered

• Strong Salesforce & Excel skills

• Experience with Agile Methodologies

• Knowledge of SQL & Power BI a plus

Who We Are:

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! 

Salary Disclosure (Insert only if roles are to be located or posted in NY, California, Washington, Colorado,)

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $95,000 to $110,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed,  ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

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