Director, GTM Engineering

Role overview Build the systems and workflows that support advisor-led prospect acquisition. This strategic, hands-on role brings prospect data, CRM automation, AI-assisted research, outreach tools, and advisor-facing platforms together so regional sales leaders can identify and engage suitable prospects more efficiently while maintaining personalized interactions.

Responsibilities - Design and improve workflows for prospect discovery, data enrichment, prioritization, outreach, and follow-up. - Own acquisition data capabilities, including audience generation, targeting, prospect intelligence, and lead scoring. - Evaluate data enrichment, prospecting, and intelligence vendors, and ensure useful insights reach advisors at the point of action. - Test and implement AI-supported prospecting workflows, then create practical playbooks for research, prioritization, and outreach. - Manage acquisition use cases across Salesforce and related platforms; build integrations and automations and guide adoption of tools such as FINNY, AIdentified, and Catchlight. - Partner with regional leaders and operations, data, and technology teams on pilots, training, and improvements tied to measurable business outcomes.

Requirements - The source describes a builder who can combine strategic planning with direct workflow and technology implementation, evaluate emerging tools, and translate them into practical business value. - It does not provide a specific degree, years of experience, or required technical skills beyond the platforms and capabilities listed above.

Benefits and work setup - The organization describes a flexible national footprint, though the listing does not specify this role’s location or remote-work terms. - Benefits include medical, dental, and vision coverage; health savings and dependent care accounts; paid life and disability insurance; paid parental leave; adoption assistance; paid holidays and paid time off; and a 401(k) with matching.