СШАEnablement Lead
1 мес. назад
181k–221k USD / годСШАLeadHybrid
Lead enablement initiatives at to support financial advisors using AI-native wealth management technology.
О компании
- Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started to give independent advisors a modern, AI-native home.
- is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join , running under their own brand (or ours), and earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at service up to 50% more households and save 19 hours a week.
- AI runs through everything we do. On the product side, Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
- The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Обязанности
- This is a unique opportunity to build and own ’s enablement engine so Sales and Operations employees ramp faster, stay proficient as the business evolves, and consistently execute at a high level. You will own the end-to-end development of translating complex products, processes, and tools into practical, engaging training that improves employee performance and reduces the burden on functional leaders.
- You’ll work closely with leaders and subject-matter experts across the business to identify capability gaps, build scalable learning solutions, and measure whether those programs are actually changing behavior and improving performance. You’ll also play a key role in how uses AI to scale enablement and help our teams incorporate AI more effectively into their day-to-day work.
- Own onboarding and ramp programs for core Sales and Operations teams, including developing curricula, milestones, practice opportunities, and clear proficiency standards
- Build and manage ’s ongoing enablement program, including recurring training, refreshers, certifications, coaching resources, and targeted interventions based on performance gaps
- Partner with Sales, Operations, Product, Product Marketing, and other subject-matter experts to translate complex products, processes, and launches into practical, role-specific training
- Diagnose capability and performance gaps across teams and determine when enablement can meaningfully improve employee performance
- Create engaging training experiences that emphasize practice, application, and behavior change rather than passive content consumption
- Establish and track metrics across ramp time, proficiency, training effectiveness, adoption, productivity, and downstream business outcomes
- Build scalable systems that capture institutional knowledge from functional leaders and SMEs without requiring them to repeatedly build and facilitate training themselves
- Use AI to increase the quality, personalization, and scalability of enablement through tools such as simulations, role plays, coaching resources, and learning content
Требования
- You have 5+ years of experience in enablement, learning & development, sales enablement, operations enablement, or a related role, with experience owning programs end to end
- You have experience building or meaningfully improving onboarding and ramp programs for customer-facing, revenue-generating, or operational teams
- You’re an exceptional facilitator and teacher who can make complex or dry topics simple, practical, engaging, and memorable
- You think about enablement through the lens of business performance and understand that the goal is not course completion — it’s faster ramp, stronger proficiency, better execution, and higher productivity
- You’re comfortable diagnosing ambiguous performance problems, identifying the underlying capability gaps, and translating them into actionable programs
- You’re a strong cross-functional partner who can work effectively with senior leaders and SMEs, extract the right expertise, and turn it into scalable learning
- You’re highly data-driven and comfortable establishing success metrics, evaluating program effectiveness, and iterating based on what the data tells you
- You’re a builder who thrives in a fast-moving environment, can create programs from scratch, and is comfortable iterating as products, processes, and priorities evolve
- You’re highly fluent with AI and regularly use it to improve how you work, build new capabilities, and create leverage
Будет плюсом
- Experience building enablement programs within fintech, financial services, SaaS, or another complex and rapidly evolving business
- Experience supporting both Sales and Operations organizations
- Experience creating certification or proficiency-based learning programs
- Experience using AI for simulations, role playing, coaching, content creation, or personalized learning
- Familiarity with LMS, knowledge management, learning analytics, or other enablement technology
- Experience supporting product or process launches and translating complex changes into employee-facing training
Условия
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Другое
- We're a Certified Great Place to Work and have been honored for our culture and our growth:
- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™