Own advice offer development, synthesizing market, client, and performance insights into clear recommendations; develops robust business cases for high-conviction offer components.
Support go-to-market strategy execution for advice offers by partnering with segment marketers, sales, client experience teams to ensure differentiated positioning.
Conduct and interpret wealth management market and competitive assessments, developing insights and recommendations around growth opportunities, pricing strategies, and overall competitive positioning.
Monitor the health of the advice offer suite, identifying enhancement opportunities based on adoption trends, and evolving market dynamics.
Define business requirements for strategic growth capabilities, collaborating with cross-functional partners to prioritize, design, and implement new capabilities that support long-term growth objectives.
Design, test, and refine client engagement strategies that increase conversion into advice offers; partners with key stakeholders (segment marketers, data analytics) to assess and continuously improve outcomes.

Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of relevant work experience
Demonstrated success leading complex, cross-functional strategic initiatives from concept through implementation
Experience in Wealth Management, including marketing, go-to-market strategy, sales or management consulting
MBA or advanced business degree
Proven ability to collaborate effectively across functions such as market research, marketing, sales, advisory, and client experience
Experience developing and executing data-driven client engagement and conversion strategies
FINRA licenses are not required and will not be supported for this role.

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Senior Manager, Advice Growth

Key skills