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About the role
Key responsibilities & impact- Develop a strategic vision and associated action plans by partnering with vendors and internal digital/non-digital solution teams
- Define and evangelize the digital wealth or investment client strategy using data-driven insights
- Manage digital vendor partner relationships and influence product roadmaps to meet client needs
- Collaborate with stakeholders and business partners to improve client and teammate experiences while adding business value
- Ensure consistency throughout digital experiences and align cross-channel/omni interactions with Wealth and other LOB strategies
- Collaborate with business leaders on recommendations, selection and prioritization of product features, implementation approaches, vendors and processes
- Triage, troubleshoot and resolve product, client and technology issues
- Contribute to product and solution development through research, user testing, quality assurance checks and vendor relationship management
- Analyze metrics and prepare briefs, presentations and status reports for key stakeholders
- Conduct industry research and competitive analyses to recommend product or marketing enhancements
- Support teammate training programs, communications, sales efforts, sales scripts, sales processes, sales opportunity optimization, follow-up activities and business readiness for digital experience enhancements
- Focus on financial planning digital tools including client-initiated/led financial wellness, goal-based financial planning and advanced cash-flow planning tools
Requirements
What you’ll need- Bachelor's degree
- Seven years of experience in digital (web/mobile), eCommerce or eBusiness
- Three years of experience leading cross-functional teams (indirectly or directly)
- 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
- Ability to multitask, work well under pressure and meet tight deadlines
- Execution-oriented; able to complete tasks independently and work well 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
- Preferred: three years of experience in financial services industry
- Preferred: five years of product management or sales experience
- Preferred: advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
- Preferred: technology/software product development project team experience
- Preferred: experience with processes and tools supporting Agile methodologies
- Preferred: CFP/CFA
- Preferred: experience with eMoney or MoneyGuide Wealth Studios
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)