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Wealth Advisor Technology Manager

2 months ago

Nashville, Tennessee, United States AllianceBernstein Full time

Collaborative Team Environment:

The Advisor Technology division oversees a suite of applications aimed at enhancing advisor productivity, including tools like Salesforce, iAdvisor, Calendly, and Slack. Utilizing Agile practices, the Advisor Enablement Product Manager guides a team that includes a Salesforce Product Owner and a Technology Adoption Specialist, working in close collaboration with Sales and Senior Management teams, Business Analysts, Technology, Marketing, and Investment Strategies to pinpoint and implement the most impactful functionalities that benefit Wealth Advisors and the wider Private Wealth sector.

Key Responsibilities:

  • Develop and execute a comprehensive strategy for Advisor Enablement, concentrating on business objectives, Advisor productivity, and promoting technology adoption within this domain.
  • Supervise a team consisting of a Salesforce Product Owner and a Technology Adoption Specialist.
  • Collaborate intimately with sales leadership and Wealth Advisors to uncover opportunities, document needs, prioritize, and roll out functionalities that enhance the sales process.
  • Create a strategic roadmap that aligns with overarching business objectives.
  • Facilitate one-on-one and group discussions with the Private Wealth sector to aid in the effective use of digital tools aimed at boosting productivity.
  • Actively engage with Wealth Advisors to gain insights into challenges or gaps affecting Advisor productivity and technology utilization.
  • Coordinate with training teams and business analysts to design and implement training for new advisors and support personnel.
  • Maintain communication with Senior Leadership and the national sales team through national meetings and steering committees.
  • Inspire and energize team members while contributing to their professional development and well-being.

Qualifications:

  • Familiarity with Wealth Management products and services along with associated client service pathways.
  • Experience in agile settings with a solid grasp of agile methodologies, product ownership, and the formulation of product requirements and user stories.
  • Strategic thinker with the capability to implement plans effectively.
  • Proven ability to drive transformation and collaborate with diverse teams.
  • Proficient in analyzing data and feedback to identify challenges and opportunities.
  • Demonstrated skill in prioritizing tasks efficiently, managing multiple projects concurrently, and overseeing product roadmaps and delivery plans.
  • Highly organized, detail-oriented, and proactive with strong decision-making capabilities.
  • Visionary mindset with a commitment to continuous improvement.
  • Excellent interpersonal, analytical, communication, and leadership skills, with the ability to influence change.
  • Capacity to work independently, under pressure, and collaboratively within a team.
  • Resilience, creativity, and determination to navigate obstacles and ensure project completion.
  • Strong skills in Salesforce and Excel.
  • Familiarity with Agile methodologies.
  • Knowledge of SQL and Power BI is a plus.

About Us:

We are a premier global investment management firm dedicated to delivering exceptional research and diversified investment services to institutional clients, retail investors, and private-wealth clients across major markets worldwide. With a workforce of over 4,000 employees in 57 locations across 26 countries, our mission is straightforward: to be the most trusted investment firm globally. We recognize that our people are our greatest asset and the key to our success, and we strive to foster an inclusive culture that values hard work.

Our environment, characterized by intellectual curiosity and collaboration, empowers you to excel and perform at your best. Whether you are engaged in producing insightful research, identifying attractive investment opportunities, integrating innovative technologies into our operations, or providing thoughtful counsel to our clients, we are fully committed to your professional growth. If you are ready to push your boundaries and advance your career, we invite you to explore opportunities with us.