Head of Mass Affluent Segment

Head of Mass Affluent Segment

Requirements

• Proven track record of success in leadership roles defining vision, segment engagement and go to market strategies.
• Deep understanding of the mass affluent segment and underlying segment needs.
• Success in designing and delivering experiences for mass affluent.
• Strong experience in sales, digital strategy, business development and customer relationship management.
• Communication strategy development across digital, direct marketing, email, etc.
• Experience in operations, including process design and control.
• Exceptional problem-solving skills and a data driven approach to decision making.
• Knowledge of product management and development principles.

Responsibilities

• Defines the strategy and executes on the business and financial results for a product portfolio through the leadership of team(s) managing new and existing products by creating a differentiated customer experience utilizing traditional and emerging capabilities in technology, operations, and data analytics.
• Defines the overall strategy to produce a differentiated customer experience related to product or experience development for applicable business segments and product groups.
• Sponsors potential product or experience development projects for feasibility and value.
• Presents initiatives and policy changes to gain executive management buy-in.
• Manages progress to ensure initiatives are completed on time, within budget and meet strategic goals and oversees the resolution of issues that arise.
• Participates in the marketplace to influence product and customer experience trends and leads teams to execute on new products or enhancements to existing products or experiences and recognizes, anticipates and resolves complex operational and process problems that arise.
• Presents ideas to governing committees for approval.
• Maintains network of counterparts and third parties within the industry.
• Serves as senior point of escalation and ensures successful outcomes from key stakeholders including sales, marketing, digital channel delivery and other internal service partners.
• Leads activities with external stakeholders and clients throughout the product lifecycle.
• Supports determination of risk appetite and limits as part of the first line of defense.
• Owns business response to audit and regulatory finding.
• Leads one or multiple product lines and manager(s). Manages, motivates and develops the performance of the product development management team and key contributors.

Preferred Qualifications

• Business Objectives
• Customer Solutions
• Marketing
• Product Development
• Product Management
• Sales