Job Description

The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. Provide support to the Growth Team in delivery of value-added programs and communications to all Tier levels of advisors. This is a hybrid role, 2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (St. Paul & St. Cloud, MN) area as the primary office location. We will also consider qualifying applicants in the Dallas, TX area as well. 

What you will do: 

  • Establish the subset advisor's relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff. 
  • For subset advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement. 
  • Create a value-add relationship with ...

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