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Wealth Management Enablement & Salesforce Strategy Partner

nc • Posted 1 weeks ago
Onsite Full Time Management & Operations

Regions Bank in United States (HQ: Birmingham, AL) seeks a Wealth Management Enablement Partner to align advisor practices with Salesforce workflows and sales technology to boost productivity and growth.

You will translate advisor growth behaviors into scalable workflows, partner with field leaders and product teams, and promote consistent yet flexible processes across the organization. A strong background in wealth management and Salesforce is required.

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