Senior Client Experience Manager, Advisor Digital Product Strategy
Core
Lead the digital advisor experience strategy for investment products (ETFs, SMAs, Model Portfolios, Alternatives, Mutual Funds) and digital tools, driving advisor adoption and business value through cross-functional partnership.
Role type
Senior Client Experience Manager (Digital Product Strategy)
Builds
Digital advisor experiences and tools for research, due diligence, and investment product adoption.
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
Client experience strategy, digital product management, journey mapping, service blueprinting, stakeholder leadership, Agile delivery, data analysis, team management, regulatory compliance navigation
Preferred skills
CX methods (segmentation, persona development), Adobe marketing technology, financial services background, Agile certification
Technologies
Adobe marketing technology, automated reporting tools, data visualization platforms
Responsibilities
Own the advisor experience vision and end-to-end journey strategy; Define digital experience strategy for Model Portfolios; Lead advisor segmentation and persona development; Lead stakeholders through workshops to define desired experiences; Own business outcomes of complex projects via Agile delivery; Manage a small team of direct reports
Seniority
Senior, hands-on IC with team leadership