Senior Manager, Client Engagement
Core
Develop insights and proposals to improve client onboarding and engagement with the Direct Investing platform to optimize client lifetime value and drive revenue growth.
Role type
Senior Manager, Client Engagement (Strategy & Analytics)
Builds
Client engagement strategies, onboarding flows, and retention initiatives for the Direct Investing platform.
Domain
Financial Services / Retail Brokerage
Deliverable
product features
Required skills
P&L management, strategic planning, cross-functional leadership, data-driven decision making, financial services economics, client experience optimization, business planning, stakeholder partnership, analytics, product lifecycle management.
Preferred skills
Securities industry experience, SQL, Python, R, digital product analytics.
Responsibilities
Collaborate with Digital Marketing to create strategies driving asset deposits and recurring activity; lead cross-functional teams to reduce client attrition; conduct testing on messaging and offers to increase client lifetime value; report on P&L outcomes and market trends; lead deep dive analytics on engagement and retention; transform data into strategic insights; drive revenue growth through business planning.
Seniority
Senior, hands-on IC with management responsibilities