High Net Worth Business Development Lead
2 weeks ago
We're looking for a Wealth Management Growth Strategist to join our team. As a Wealth Management Growth Strategist, you'll be responsible for developing and executing strategies to grow our affluent client base.
- You'll work closely with local marketing, business, and sales units to design and execute segmentation strategies, programs, and campaigns aligned with brand equity, product proposition development, and field strategies.
- You'll analyze data to inform decision-making and optimize channel activation initiatives, including financial planning sessions, field and digital activation, strategic partnerships, sponsorships, and events.
Responsibilities:
- Develop and implement strategies to increase affluent client acquisition, engagement, and retention.
- Analyze data to inform decision-making and optimize channel activation initiatives.
- Collaborate with cross-functional teams to design and execute segmentation strategies, programs, and campaigns.
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