Advisor Success and Enablement Consultant

Summary: 

As the Advisor Success & Enablement Specialist, you will play a dual role supporting both the Service and Sales teams. You’ll be a key point of contact for financial advisors using the Fispoke platform, assist with day-to-day service needs, and help build internal processes and documentation. Simultaneously, you'll work closely with the Sales team to maintain the pipeline, assist with content creation, and support outbound marketing efforts. This is a foundational role with high visibility and growth potential.

Key Responsibilities:

Advisor Service Support (Client-Facing):

• Serve as a first point of contact for inbound advisor inquiries related to the Fispoke platform and supported bank products.
• Troubleshoot basic technical issues and escalate complex cases as needed.
• Document common support scenarios and help establish procedures for service resolution.
• Partner with leadership to implement service desk technology, call logging systems, and support workflows.
• Maintain a service knowledge base and contribute to advisor training materials and FAQs.

Sales Support (Internal/External):

• Manage and update sales tracking, including tracking sales opportunities, meetings, and pipeline activity.
• Assist in preparing sales decks, one-pagers, and customized marketing collateral.
• Support the creation of LinkedIn content, email campaigns, and thought leadership posts.
• Coordinate logistics for sales demos, follow-ups, and client onboarding preparation.

Qualifications:

• BA or BS in Finance, Marketing, or a related field of study.
• 2+ years of experience in client service, sales support, or operations; fintech or financial services experience preferred.
• Strong written and verbal communication skills.
• Proficiency with CRM systems and service tools (e.g., Zendesk, HubSpot, Salesforce).
• Experience with relevant business AI tools.
• Experience with Social Media.

Preferred Skills:

• Organized and comfortable working in a fast-paced, startup environment.
• Self-starter with a collaborative mindset and a passion for helping teams grow and scale.
• Experience supporting financial advisors or RIAs.
• Background in marketing, content creation, or social media (especially LinkedIn).
• Interest in fintech, wealth management, or banking products.
• Proven experience collaborating with customer success and product development teams.
• Entrepreneurial mindset looking to make a major contribution to the growth of our fast-paced, innovative wealthtech company.