Sales Enablement & Trainer

• Financial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environments
• Familiarity with LMS platforms and sales enablement technology
• Experience building investment or product training programs for field distribution teams
• Track record creating playbooks and competitive resources used and adopted by the field

The Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level.

The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage.

• Own end-to-end onboarding for all new sales and advisor-facing hires
• Design structured onboarding programs that accelerate time-to-productivity and reduce ramp time
• Ensure new hires are fully prepared across products, positioning, systems, sales process, and advisor conversation frameworks before they hit the field
• Continuously improve onboarding based on cohort performance data and manager feedback

• Build and maintain training curriculum covering products, investment positioning, sales methodology, platform usage, and compliance requirements
• Run recurring enablement sessions, field communications, and reinforcement programs
• Create scalable learning pathways for different roles, tenure levels, and development needs
• Track completion rates, knowledge retention, and field application metrics to continuously improve program effectiveness

• Build and maintain sales playbooks, competitive battlecards, objection-handling guides, and advisor conversation frameworks
• Ensure all field resources are current, accessible, and aligned with current messaging and positioning
• Partner with Marketing and Product on launch readiness materials and field communication rollouts

• Gather continuous feedback from the field to identify training gaps, messaging inconsistencies, and development opportunities
• Partner with sales leadership and RVPs to support individual and team coaching priorities
• Support launch readiness for new products, campaigns, and go-to-market initiatives
• Help improve seller and advisor confidence, consistency, and client engagement quality

• 3–8 years in Sales Enablement, Training, Learning & Development, or Sales Support
• Experience building onboarding and training programs - not just delivering existing curriculum
• Strong communication and facilitation skills; able to hold a room and drive engagement
• Ability to simplify complex products and concepts into clear, actionable learning programs
• High execution velocity - must move fast and build without waiting for perfect conditions
• Demonstrated comfort operating in growth-stage, high-ambiguity environments