Job Description

Own a portfolio of enablement and executive workstreams so growth plays become scalable and world class. You will keep the Bank narrative tight and make the next step obvious for the field/ sales enablement/comms teams. 

Position Responsibilities:

  • External councils & partner moments: set agenda, prep briefs/speaking notes, capture decisions, drive follow‑ups. 

  • Executive forums: board decks, decision memos, talking points; align data and storyline; track commitments. 

  • Executive Knowledge hub: single source of truth for Bank positioning, product narratives, internal/external speaking points; access and freshness governance. 

  • In‑platform enablement & field readiness: Advisor Portal narratives, readiness gates and measurement on every launch. 

  • Campaigns & internal comms: Executive monthly updates; executive opportunities pipeline; coordinate with Field on tone and reach. 

  • Adoption & analyti...

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