Strategist

• 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

Strategist jobs in North Carolina

Senior Wealth Omni Digital Strategist