Senior Wealth Omni Digital Strategist

Role Overview

• Develop strategic vision and action plans for Wealth experiences, including digital capabilities, automation opportunities and workflow optimization, in partnership with vendors and internal digital and business teams
• Define and communicate the digital wealth or investment client strategy using data-driven, AI-assisted and automation insights to identify and prioritize opportunities
• Manage digital vendor partner relationships and provide input into product roadmaps, including AI-enabled capabilities, automation enhancements and integration opportunities that meet client and teammate needs
• Collaborate with stakeholders and business partners to translate how capabilities and solutions can improve the client and teammate experience while adding business value
• Ensure consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel interactions
• Collaborate with business leaders to recommend, select and prioritize product features, implementation approaches, vendors, AI-enabled tools, automation opportunities and supporting processes
• Triage, troubleshoot, and resolve a range of product, client and technology issues
• Contribute to the continuous development of products and solutions through research, user testing, quality assurance, AI/automation use case evaluation and vendor relationship management
• Analyze metrics, adoption trends, automation performance and AI-enabled insights; prepare briefs, presentations and status reports for key stakeholders
• Conduct industry research and competitive analyses on digital wealth, AI, automation and servicing capabilities; use findings to recommend product, experience or marketing enhancements
• Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences
• Partner with data, technology, risk and compliance teams to evaluate responsible AI and automation opportunities, including controls, governance, measurement, adoption planning and business readiness

Requirements

• Bachelor's degree
• Seven years of experience in the digital (web/mobile), eCommerce or eBusiness
• Three years of experience in 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
• Multitasker, works well under pressure and meets tight deadlines
• Execution-oriented, and able to complete tasks independently but also is a good 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 to resolve issues

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• Vacation and sick days
• Paid holidays