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The Brokerage Digital Client Experience Lead is responsible for creating and executing a digital client experience strategic plan focusing on mass affluent/brokerage client relationships. Responsibilities will include and are not limited to the following:
Strategic thinking, with skills and experience to develop a strategic vision, articulate an action plan, and deliver against it by partnering with vendors and internal digital solution teams
Defines and evangelizes the digital investment client strategy and uses data-driven insights to inform opportunities
Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
Collaborates with stakeholders and business partners to define how digital capabilities and solutions can improve the client and teammate experiences while adding business value
Partners closely with peer organizations such as marketing, product development, contact center, central advisory team, client/advisor experience, operations and technology to evolve the strategy
Ensures consistency throughout the digital experience to align with other Mass Affluent/PWM segment strategies including cross-channel/omni interactions
5 + years’ experience in Digital (Online/Mobile) management or eBusiness
3 + years’ experience in financial services industry with brokerage industry a plus
3 + years’ experience leading cross-functional matrixed teams
A confident communicator who can articulate the strategic vision and gain alignment with other parts of the organization
Ability to critically analyze situations and formulate recommendations based on limited information.
Strong understanding of digital services or e-commerce processes
Facilitates the execution of a multi-channel strategy and influences portfolio level investment.
On February 7, 2019, it was announced that Company Banks, Inc. and BB&T Corporation intend to merge, with the combined entity to be named Truist Financial Corporation (“Truist”). The merger is subject to regulatory approval, and BB&T and Company remain separate and independent companies until the merger closes. This position, which would be for a role with Truist or an affiliate, is contingent upon the merger receiving regulatory approval and closing.
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