Strategic Planning: Collaborate closely with product, business and technology stakeholders to understand objectives and develop / execute campaign strategies aimed at driving Financial Advisor (FA) and Support Professional (SP) adoption of Wealth Management Platforms' digital tools Communication: Demonstrate and articulate effective communication across the field and senior management Stakeholder Management: Develop a strong working relationship with product, business, technology stakeholders Cross-Functional Partnerships: Maintain strong partnerships across home office business, technology and program management stakeholders, data analytics marketing, field service, field leadership Data Analysis: Data-driven strategy to unlock key insights and drive business KPIs Subject Matter Expertise: Possess a strong understanding of financial services technology, the wealth management industry, and the advisor-client experience 4-6 years of industry work experience, preferably within financial services, consulting, or marketing Highly skilled in Microsoft Excel, PowerPoint, Word, Project, Teams and SharePoint Ability to communicate and interact effectively with all levels of management Must be highly motivated with a strong work ethic and a desire to succeed Proactive, self-starter, critical thinker, decisive, solutions and detail oriented Be able to manage projects and relationships across multiple departments with competing deadlines Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Strong working knowledge of Wealth Management, Financial Advisory and Practice Management Strong attention to detail with project management experience demonstrating the ability to simultaneously keep multiple campaigns or projects on track.
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