Senior Business Analyst - Sales Enablement, Individual Investors

About the role

The Sales Enablement (SE) team within Client Engagement supports client-facing teams across Sales, Wealth Management, and Advice. As a cross-functional team, SE partners across operations, performance management, and technology implementation to support business priorities and team effectiveness. The team works in close collaboration with front-line sales leaders and serves as a strategic partner to senior sales leadership by helping connect day-to-day execution with broader business goals. Role Summary The Senior Analyst will support Individual Investors (II) through three primary areas of focus: strategy support, initiative execution, and AI enablement. The role will help senior leaders assess priorities, develop insights, and translate complex questions into clear analysis, recommendations, and executive-ready materials. It will also lead defined workstreams within priority initiatives and support practical AI applications that improve productivity, decision support, and business workflows. The role will also partner across Client Engagement and broader II teams to advance priorities such as Workplace Rollover Retention and Holistic Lifetime Advice. It requires strong judgment, polished communication, comfort with senior leaders, and the ability to bring structure to ambiguous business challenges.