Advice Growth, Senior Manager
Core
Lead marketing strategy, positioning, and go-to-market execution for advice offers to individual investors, synthesizing market and client insights into business cases.
Role type
Senior Manager, Advice Growth (Marketing & Strategy)
Builds
Advice offers and strategic growth capabilities for individual investors
Domain
Wealth Management / Asset Management
Deliverable
product features
Required skills
Strategic initiative leadership, market and competitive assessment, business case development, client engagement strategy design, cross-functional collaboration, data-driven conversion strategy
Preferred skills
Wealth management marketing experience, MBA or advanced business degree, sales or management consulting background
Technologies
None stated
Responsibilities
Own advice offer development and business case creation; Execute go-to-market strategy for advice offers; Conduct wealth management market and competitive assessments; Monitor advice offer suite health and adoption trends; Define business requirements for strategic growth capabilities; Design and refine client engagement strategies to increase conversion
Seniority
Senior, hands-on IC with strategic leadership
