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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in digital wealth management strategies, leveraging data-driven insights to enhance client experiences and drive product development. Proficient in managing vendor relationships and leading cross-functional teams to optimize digital solutions in a fast-paced environment.
Highest-signal resume keywords
Digital Wealth ManagementVendor Relationship ManagementCross-Functional Team LeadershipData Analysis and InterpretationAgile Methodologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Digital Strategy DevelopmentProduct ManagementECommerce ExperienceUser TestingQuality AssuranceTechnology Initiative ParticipationProblem SolvingPresentation SkillsAnalytical SkillsProject Management
Soft Skills
Communication SkillsMultitaskingExecution OrientationTeam CollaborationPartnership Skills
Certifications & Qualifications
Bachelor's DegreeCFP (Preferred)
Industry Keywords
Financial ServicesDigital Investment PlatformsWealth Management TechnologyEBusinessSales Processes
About the role
Key responsibilities & impact- Develop strategies and 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 the digital experience and align cross-channel/omni interactions with Wealth and other line-of-business 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
Requirements
What you’ll need- 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
- Bachelor's degree
- Five years of experience in digital (web/mobile), eCommerce or eBusiness
- Two years of experience leading cross-functional teams, indirectly or directly
- English language fluency required
- Preferred: three years of experience in financial services industry
- Preferred: three years of product management or sales experience
- Preferred: experience with client-facing digital investment platforms, including brokerage or trust platforms
- Preferred: understanding of wealth management technology and operations
- Preferred: advanced degree and relevant professional designations such as CFP
- Preferred: technology/software product development project team experience
- Preferred: experience with processes and tools supporting Agile methodologies
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
- No less than 10 days of vacation during the first year of employment, prorated
- 10 sick days during the first year, 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)