Wealth Management Specialist

The Wealth Management Specialist is responsible for the initial engagement of 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.

Responsibilities: 
• Establish the advisor relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to advisors & their staff.
• For Tier 2 & Tier 1 advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement.
• Create a value-add relationship with advisor back-office support with purpose of gaining trust, improving relationships (end client), satisfaction and retention.
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined time...