Digital Advocacy, Asset & Wealth Management, Private Wealth Management
$85,000–$160,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Encourage user awareness and engagement across Digital Advocacy, Asset & Wealth Management, and Private Wealth Management products by driving adoption and executing strategies for new product uplifts. Leverage adoption data to inform product development, define and track KPIs for AI tooling, and collect feedback for Product and Design teams. Develop training, communication, and adoption strategies across the US through direct engagement with internal stakeholders. Coordinate with Product and Design teams to craft communications ahead of major launches. This role supports the client and advisor experience through improved platforms and technology, utilizing a data-driven approach to tailor engagement strategies.
Required Qualifications
- 3-5 years of work experience in the Financial Services sector, preferably with client-facing customer success
- Proven history of building deep relationships across internal stakeholders and clients
- Excellent verbal and written communication skills
- Ability to track and further success and platform growth using a data-driven approach
- Outstanding analytical and problem-solving skills with a strong attention to detail
- Demonstrate a high degree of personal accountability, going above and beyond to ensure that products are delivered on time with a high degree of quality
- Commitment to excellence and a high level of integrity
- Self-motivated, and able to balance quality work while meeting short deadlines
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