Sales Enablement Manager

Posted 5 Days Ago
Be an Early Applicant
3 Locations
In-Office
105K-120K Annually
Senior level
Fintech • Financial Services
The Role
The Sales Enablement Manager is responsible for equipping sales teams with tools, training, and processes to enhance effectiveness and drive growth through collaboration and performance analysis.
Summary Generated by Built In
Job Description:

The Job/What You'll Do:

The Sales Enablement Manager is responsible for equipping all sales teams with the processes, tools, training, and cross-functional support needed to grow production and improve sales effectiveness. This role partners closely with Sales Leadership, Marketing, Product, Engineering, Service & Operations, and other client-facing teams to create a unified growth engine.

The ideal candidate is equal parts strategist and hands-on operator—someone who understands modern sales methodologies, can build value-focused resources, implement scalable best practices, and thrives in a highly collaborative, fast-paced environment.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC, Chicago, IL, or Phoenix, AZ.

Responsibilities:

Sales Process Optimization:
  • Partner with multiple sales teams (AssetMark, Adhesion, Bank Trust, Retirement, Strategic Accounts, etc.) to continuously refine and standardize sales processes

  • Assess gaps, bottlenecks, and inconsistencies in the sales workflow and recommend improvements

  • Implement best practices across discovery, qualification, demo execution, value positioning, forecasting, and close stages

  • Collaborate with Sales Ops to ensure CRM workflows and reporting support the sales process

Tools and Resources:

  • Develop and maintain a suite of value engineering tools (ROI calculators, business case templates, benchmarking materials, competitive insights)

  • Translate product capabilities into clear economic and business value for advisors

  • Build playbooks, frameworks, and sales assets that improve messaging consistency and customer outcomes

  • Leverage AI to improve sales efficiency and effectiveness

Training & Coaching Support:

  • Support the design and delivery of ongoing sales training, including onboarding, upskilling, methodology reinforcement, and product updates

  • Partner with Sales Leadership to diagnose performance gaps and create tailored development plans

  • Leverage modern L&D tools (AI simulations, microlearning, role-play technology, LMS platforms) to enhance learning effectiveness

Cross-Functional Collaboration:

  • Serve as the connective tissue between Sales and other groups in the commercial ecosystem:

  • Marketing: Align messaging, personas, and content utilization
  • Product & Engineering: Communicate field insights, support launches, and translate technical capabilities into advisor-ready messaging

  • Service & Operations: Support seamless post-sale handoffs and customer experience improvements

  • Sales Leadership: Partner on strategy, execution, and team-level initiatives

  • Facilitate regular feedback loops so each team is informed, aligned, and working toward shared goals

Performance Analysis and Continuous Improvement:

  • Monitor sales performance metrics to identify enablement opportunities

  • Track the adoption and impact of processes, training, and tools—informing what to improve next

  • Ensure enablement initiatives align with revenue targets and AssetMark’s growth strategy. Other duties as assigned

Knowledge, Skills, Abilities:

  • Strategic thinking with strong executional follow-through

  • Ability to influence without authority

  • Strong analytical and problem-solving skills

  • High business acumen and customer-centric mindset

  • Collaborative, adaptable, and comfortable working in fast-moving environments

Education & Experience:

  • 5-8 years of experience in Sales, Sales Enablement, Revenue/Commercial Enablement, Sales Operations, Value Engineering, or Sales Leadership

  • A bachelor’s degree in business or finance is required

  • A master’s degree is preferred

  • Strong understanding of modern B2B sales methodologies and buyer-centric processes.

  • Experience working with cross-functional teams and senior leadership

  • Exceptional communication, facilitation, and project-management skills

  • Ability to turn complex product and market information into usable, compelling resources

  • Experience in finance, advisory services, finance technology, or a related field is a plus

 

Compensation: The Base Salary range for this position is between $105,000-$120,000.

 

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-CR1

#LI-hybrid

 

 

 

 

 

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds.

  • Flex Time Off (Take what you need)

  • 10 days Sick/Mental Health Days

  • 401K – 6% Employer Match

  • Medical, Dental, Vision – HDHP or PPO

  • HSA – Employer contribution

  • Volunteer Day

  • Career Development / Recognition

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

  • Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

  • Flex Time or Paid Time Off and Sick Time Off 

  • 401K – 6% Employer Match 

  • Medical, Dental, Vision – HDHP or PPO 

  • HSA – Employer contribution (HDHP only) 

  • Volunteer Time Off 

  • Career Development / Recognition 

  • Fitness Reimbursement 

  • Hybrid Work Schedule 


As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. 

Top Skills

AI
Crm Workflows
L&D Tools
Lms Platforms
Microlearning
Role-Play Technology
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The Company
HQ: Concord, CA
727 Employees
Year Founded: 1996

What We Do

AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.

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