JOB OPENING #: Director, Growth Priorities - NA Wealth Management POSITION TITLE: 9650 DEPARTMENT: NA Wealth Management
POSITION SPECIFICATIONS: Bachelor degree in finance, business, economics, or related field required Minimum 10 years of experience in asset management, wealth management or related financial services, with at least 3 years in sales enablement, product strategy, wholesaling or distribution strategy Proven experience working with Customer Relationship Management (CRM), Business Intelligence (BI) and Enablement platforms (e.g., Salesforce, analytics dashboards), and partnering with Data and AI teams on data driven initiatives required In-depth knowledge of ETF structures, RIA business models and private markets/alternative investment vehicles used in advisor portfolios required Deep understanding of U.S. wealth management distribution and financial advisors required Experience building training curricula, sales content, and tools that drive measurable improvements in sales productivity, advisor engagement and AUM growth preferred Must possess/obtain FINRA Series 7 and Series 66 licenses immediately
MAJOR DUTIES: Responsible for the ownership of the sales enablement strategy for U.S. Wealth Management, aligning sales processes with AUM growth targets for the RIA channel, ETF platform penetration and private markets fundraising goals Build and maintain a structured enablement framework across four pillars including Training & Development, Content & Messaging, Tools & Technology, and Insights & Competitive Intelligence Work with Talent Development to develop and deliver training for external wholesalers and the Client Engagement Center on topics including product, market and competitor training in order to accelerate development and improve representative's ability to engage advisors Partner with product management, investment management and marketing personnel to translate complex ETF and private markets strategies into clear sales narratives, playbooks, presentations and digital content optimized for RIAs and other key advisor segments Collaborate with Data & AI teams to design data driven targeting, lead scoring and campaign analytics that identify high opportunity advisors, model portfolios and platforms, particularly for ETF and private markets offerings Collaborate with the Director, Global Sales Enablement to define and enhance sales tools and technology (CRM, enablement platforms, dashboards) that support efficient coverage, automated workflows and high quality data capture for the wealth management distribution organization Produce KPI dashboards and recurring insights on advisor behavior, pipeline health, win/loss drivers and product adoption trends; use findings to refine enablement priorities and campaigns Lead cross functional initiatives with Marketing, National Accounts, Institutional and Private Markets distribution teams to coordinate platform placements, campaigns and advisor events that support ETF and private markets growth Serve as a strategic partner to Regional Managers and Regional Consultants, tailoring regional enablement plans, content and analytics to territory opportunities and adviser preferences Coordinate with Internal Sales to ensure consistent messaging, call campaigns, and digital engagement aligned with field priorities and centralized enablement programs Continuously assess competitive positioning in ETFs, private markets and traditional strategies, surfacing actionable insights and recommendations to sharpen advisor value propositions Initiate and oversee the development and delivery of advisor education and practice management Directly manage the Senior RIA Business Specialist, Sales Specialist, and Manager Practice Consulting
HOURS/LOCATION: 8:30 a.m. - 5:00 p.m. (overtime as required) Field based office in United States Federated Hermes Tower - Pittsburgh, PA 15222 Travel required
EXPLANATORY COMMENTS: Demonstrated ability to build training curricula, sales content, and tools that drive measurable improvements in sales productivity, advisor engagement and AUM growth Excellent communication and storytelling skills with the ability to distill complex strategies into clear, client centric narratives for advisors and internal stakeholders Strong cross functional collaboration, project management and influencing skills to drive initiatives across sales, product, marketing and technology teams Strategic mindset with the ability to link enablement activities to commercial objectives, KPIs and advisor segment strategies Analytical orientation, comfortable interpreting data, testing hypotheses and adjusting programs based on measurable outcomes Advisor centric approach that reflects Federated Hermes' focus on responsible, long term wealth creation and partnership with clients High level of ownership, initiative and adaptability to build a new function within a dynamic wealth management distribution organization Must possess/maintain a valid driver's license Will be required to sign an employment agreement
COMMENCEMENT DATE: 03/10/2026
EQUAL EMPLOYMENT OPPORTUNITY: We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria:
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