Client Journey Owner

About the Role

Key Responsibilities

• Develop and execute a roadmap for digital journeys that reflect business and product priorities and drive customer engagement, lead generation, and sales activation.
• Align marketing strategies and campaigns with sales targets to maximize conversion and market share growth.
• Define and communicate a clear vision for the integrated client experience across digital and sales touchpoints.
• Lead cross-functional team in designing and optimizing digital journeys aligned with sales processes, product, and client objectives.
• Prioritize initiatives based on business impact, customer needs, and cross-functional input.
• Define, track, and report on success metrics such as newly reached advisors, MQLs, opportunity conversion rates, NPS, and engagement scores.
• Lead cross-functional teams to design and implement experiments that validate hypotheses, deliver enhancements, and drive engagement and conversion.
• Collaborate with product owners and various teams (e.g., Business Intelligence, Distribution Enablement, Sales Tech, Advisor Tech, Marketing) to manage the advisor experience holistically and ensure alignment and execution of journey initiatives.
• Stay informed of industry trends, digital best practices, and emerging technologies (including AI) to foster innovation and operational efficiencies.
• Foster a culture of agility, experimentation, and continuous improvement.

Requirements

• 8+ years of experience in growth marketing, client journey ownership, digital product management, or related fields, preferably in financial services or B2B environments.
• Proven track record of driving measurable results across the customer lifecycle.
• Strong understanding of digital marketing, sales funnels, CRM, and marketing automation.
• Ability to analyze data and translate insights into actionable marketing strategies.
• Excellent communication, collaboration, stakeholder management, and project management skills.
• Customer-obsessed, strategic thinker with a bias for action and results.
• Bachelor's degree in Marketing, Business, Digital, or related field; MBA or relevant certification is a plus.

Nice to Have

• MBA or relevant certification.

Qualifications

• Bachelor's degree in Marketing, Business, Digital, or related field.
• 8+ years of relevant experience.

Benefits & Perks

• Hybrid work model with Tuesdays - Thursdays required in the office and options for remote work on Mondays and Fridays.
• Relocation assistance for this role.