Wealth Omni Digital Strategist

About the Role

Key Responsibilities

• Applies knowledge and expertise to develop strategies with action plans by partnering with vendors and internal digital/non-digital solution teams
• Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
• Manages digital vendor partner relationships and influences their product roadmaps to meet client needs
• Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
• Ensures consistency throughout the digital experience aligning with Wealth and other Line of Business segment strategies including cross-channel/omni interactions
• Collaborates with business leaders and participates in decisions for the recommendation, selection and prioritization of product features, vendors, and processes
• Triages, troubleshoots, and resolves a range of product, client, and technology issues
• Contributes to the continuous development of products and solutions including research, user testing, quality assurance checks, and vendor relationship management
• Analyzes metrics and prepares briefs, presentations, and status reports for key stakeholders
• Conducts industry research and competitive analyses to recommend product or marketing enhancements
• Supports creation and distribution of teammate training programs, communications, sales efforts, and interfaces with internal and external marketing, branch, and call center teammates to prepare sales scripts, manage sales processes, and ensure business readiness for digital enhancements

Requirements

• Ability to solve problems by analyzing possible solutions using experience, judgment, and precedents
• Ability to communicate complex information simply
• Experience participating in technology initiatives
• Strong problem-solving and partnership skills
• Multitasker, works well under pressure and meets tight deadlines
• Execution-oriented, able to complete tasks independently and as a team player
• Excellent presentation skills and comfort presenting concepts and ideas clearly
• Comfort managing concurrent projects in a fast-paced, results-driven environment
• Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans
• Bachelor's degree
• Five years of experience in the digital (web/mobile), eCommerce or eBusiness
• Two years of experience leading cross-functional teams

Nice to Have

• Three years of experience in financial services industry
• Three years of product management or sales experience
• Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
• Experience with processes and tools supporting Agile methodologies
• Technology/software product development project team experience

Qualifications

• Bachelor's degree
• Five years of experience in digital/web/mobile, eCommerce, or eBusiness
• Two years of experience leading cross-functional teams

Benefits & Perks

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts and a 401k plan
• No less than 10 days of vacation during the first year, prorated based on hire date and full-time/part-time status
• 10 sick days, prorated
• Paid holidays
• Potential eligibility for pension plan, restricted stock units, and deferred compensation plan
• Benefits may vary by division and position