What are the responsibilities and job description for the Vice President, Advisor Enablement position at Lincoln Investment?
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Basic Function: The Vice President of Advisor Enablement is responsible for supporting, facilitating, and implementing advisor growth and practice management initiatives across the firm. This role ensures that growth initiatives, whether sponsored by Advisor Experience, Sales, Operations, Product, or other growth-oriented leaders, are operationalized effectively, supported consistently, and adopted at scale.
This role operates at the intersection of strategy and execution. While it does not independently set firmwide growth strategy, Advisor Enablement plays a critical role in ensuring those strategies land well in real-world branch environments, are supported by the right operating models, and deliver intended outcomes for advisors and the firm.
The role leads teams responsible for training and technology product support, branch operations leadership, and advisor-facing events, and serves as a key feedback and implementation partner to growth sponsors across the enterprise.
Key Responsibilities
Basic Function: The Vice President of Advisor Enablement is responsible for supporting, facilitating, and implementing advisor growth and practice management initiatives across the firm. This role ensures that growth initiatives, whether sponsored by Advisor Experience, Sales, Operations, Product, or other growth-oriented leaders, are operationalized effectively, supported consistently, and adopted at scale.
This role operates at the intersection of strategy and execution. While it does not independently set firmwide growth strategy, Advisor Enablement plays a critical role in ensuring those strategies land well in real-world branch environments, are supported by the right operating models, and deliver intended outcomes for advisors and the firm.
The role leads teams responsible for training and technology product support, branch operations leadership, and advisor-facing events, and serves as a key feedback and implementation partner to growth sponsors across the enterprise.
Key Responsibilities
- Advisor Growth Enablement
- Support the execution of advisor growth initiatives, including business development programs, practice management frameworks, technology-enabled growth tools, and client acquisition and retention efforts.
- Translate initiatives into clear, field-ready deliverables, including operational workflows, rollout plans, training materials, and ongoing support models.
- Partner cross-functionally with Sales, Advisor Experience, Operations, Technology, Product, Marketing, and Compliance to ensure initiatives are executable, supported, and aligned with enterprise standards.
- Serve as a practical implementation voice providing insight into readiness, sequencing, and adoption risk before and during rollout.
- Training & Technology Product Support
- Lead training and technology product support (FP Connect [SalesForce], RedTail, MoneyGuidePro, eMoney, Wealth Reporting Insights, etc.) teams responsible for driving advisor and staff adoption of growth and practice management initiatives.
- Ensure training is directly aligned to active initiatives, and continuously updated based on real advisor and branch feedback
- Use support and training data to identify adoption gaps, usability issues, and process friction, and escalate insights to initiative sponsors for refinement.
- Branch Operations Leadership & Field Facilitation
- Lead Branch Operations Leaders as local facilitators of enterprise growth initiatives.
- Ensure branches understand initiative objectives, expectations, and support standards, and can consistently support advisors executing them.
- Reduce localized interpretation and branch-by-branch reinvention by reinforcing standardized workflows and escalation paths.
- Identify structural or operational barriers at the branch level and drive resolution through partnership with enterprise teams.
- Advisor Events & Experience-Based Reinforcement
- Oversee execution of advisor-facing events, including the annual wealth conference and advisor recognition and reward programs.
- Ensure events are tightly aligned to advisor growth and practice management priorities and reinforce desired behaviors, tools, and firm messaging.
- Partner with initiative sponsors to align agendas, content, and outcomes, positioning events as enablement platforms, not stand-alone experiences.
- Adoption, Metrics & Continuous Improvement
- Establish and track enablement-related measures, including:
- Advisor adoption rates
- Training effectiveness
- Support demand trends
- Branch readiness and consistency indicators
- Provide structured feedback to initiative sponsors on execution challenges, adoption risks, and operational constraints.
- Continuously improve rollout methodology, training approaches, and support models to increase effectiveness and scalability over time.
- May sit at work station for extended periods of time; may view computer screen for extended periods of time. Periods of fast pace are normal, particularly when working to meet deadlines.