Director, Growth Product & Enablement

Responsibilities

• Own Sales Enablement strategy and execution for the Digital Lead Desk team, ensuring all representatives have the tools, insights, and training necessary for success.
• Implement and manage Zoom Revenue Accelerator for call coaching, deal intelligence, and conversational analytics.
• Partner with sales leadership to define and continuously refine enablement KPIs such as ramp time, conversion rates, and rep productivity.
• Partner with the organic growth sales team to ensure smooth integration between digital lead generation, lead desk enablement, and advisor-driven conversion.
• Collaborate with technology and data teams to build enablement tools, dashboards, and automation that support performance visibility and continuous improvement.
• Define and track KPIs for lead quality, digital conversion, cost per acquisition (CPA), and lifetime client value (LCV).
• Leverage behavioral analytics, CRM data, and sales engagement insights from tools like Zoom Revenue Accelerator to identify optimization opportunities
• Lead and mentor a cross-functional growth and enablement squad, including product managers, analysts, and technologists.

Skills Knowledge

• Prior experience improving digital-to-human conversion funnels (e.g., from online inquiry to advisor engagement).
• Familiarity with personalization and segmentation strategies for high-net-worth and mass-affluent audiences.
• Understanding of financial compliance, data privacy, and advisory service regulations.
• Experience evaluating, integrating, and scaling new sales enablement technologies within a hybrid acquisition model (paid, organic, referral, and partnership-based).
• Strong understanding of the Wealth Management client journey, including lead capture, qualification, advisor assignment, and onboarding.

Qualifications

• Bachelors degree
• 10+ years of experience in growth product management and digital marketing preferably in financial services 
• Experience implementing and managing sales enablement platforms such as Zoom Revenue Accelerator, Gong, Highspot, or equivalent.
• Experience with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Marketo).

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.  
 

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Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.