Senior Director, Agent Enablement and Engagement

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Job Description Summary

Job Description

Responsibilities:

Agent Enablement Strategy and Execution

• Develop and lead a comprehensive enablement strategy that empowers agents throughout the full lifecycle-from recruitment, onboarding, licensing, activation, to multi-product selling and leadership development.
• Design scalable, role-based marketing assets, tools, and resources that improve agent productivity, retention, and revenue generation.
• Collaborate with marketing, product, compliance, and field leadership to align enablement initiatives with business priorities.

Agent Engagement and Experience

• Build and execute engagement programs that foster a strong agent community, improve agent satisfaction, and drive loyalty.
• Implement agent feedback loops and insights into actionable improvement across training, communication, and business support services.
• Oversee the development of agent recognition and incentive aligned with company sales goals and career progression paths

Cross-Functional Leadership

• Partner with the inside and outside Business Development Teams, Field Marketing, Digital Experience, Training, Product and Technology teams to deliver a seamless and supportive agent journey.
• Ensure consistent messaging, resources, and experiences across all agent touchpoints (portal, events, communications, social media).

Data-Driven Optimization

• Define KPIs and performance metrics for enablement and engagement initiatives
• Leverage data and analytics to continuously optimize programs, identify agent needs and predict engagement risks
• Present regular updates to executive leadership on agent performance trends, program effectiveness, and recommendations for growth.

Team Leadership and Development

• Build and manage a high-performing team focused on agent success, including roles across field enablement, campaign content development, marketing assets, and recognition
• Foster a culture of collaboration, innovation, and continuous improvement within the team
• Mentor team members to enhance capabilities in agent experience design, engagement marketing, and enablement best practices

Event and Activation Support

• Oversee agent engagement strategies for key events, trainings, and conventions, ensuring alignment with overall business targets
• Partner with event management and communications teams to ensure events drive measurable agent activation and motivation

Compliance and Alignment

• Ensure all enablement and engagement initiatives meet legal, compliance, and regulatory standards, partnering closely with Risk and Compliance teams
• Maintain alignment with brand standards, core values, and company mission in all agent-facing materials and activities

Qualifications

• Bachelor’s degree in marketing, business, communications or equivalent experience
• Ten years of marketing communications, digital marketing, or project management experience in financial services or a related industry
• Eight years of management experience
• Broad experience developing and executing marketing strategies for complex projects
• Thorough understanding of the investment products marketplace and distribution process, including how products are priced, packaged and positioned across various channels
• Technical acumen to design campaigns that optimize the use of traditional and digital marketing platforms
• Ability to interpret data and articulate results to diverse audiences
• Analytical and decision-making skills to identify/prioritize critical issues and interpret data
• Excellent communication and relationship building skills

Preferred Qualifications

• Intermediary or institutional experience
• Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront, distributed marketing platform)
• Experience in change management
• FINRA Series 7 (for roles supporting mutual funds)

Working Conditions

• Office environment

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Compensation

The Salary for this position generally ranges between $170,000-$185,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

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