Senior Manager, Client & Advisor Experience

Requisition ID:

Senior Manager, Client & Advisor Enablement

The Senior Manager, Client & Advisor Enablement is responsible for driving the successful execution of Client & Advisor Enablement initiatives. They will connect strategy to delivery, ensuring solutions are aligned to business priorities, enhancing client and advisor experience, and supporting Advisory Client Onboarding and Servicing outcomes.

Key Responsibilities

• Define and communicate clear business outcomes and success metrics to track adoption, performance, and ROI.
• Translate strategic objectives into prioritized, actionable roadmaps and delivery plans.
• Lead partnership with business teams to establish, activate, and sustain field user groups, ensuring ongoing feedback is captured and embedded into solution design and delivery.
• Establish and manage formal feedback loops and user networks to inform product development and continuous improvement....