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Responsibilities – Work with both National Sales NBA Publishing colleagues as well as Wealth Management Digital Marketing Operations partners closely. – Support the end to end publishing process of content in the Next Best Action tool. – Interact with Data and Analytics and Digital Marketing counterparts regularly, collaborating to enhance and improve the publishing workflow. – Review and provide on-going feedback to create better processes including the development of the enhanced Work Flow Tool currently in progress. Support author submitters throughout the publishing process, providing guidance on targeting data attributes and other inquiries. – Work with Data Team to prioritize incoming requests, address questions, validate data before content is published. – Liaise with submitters to resolve any questions on data requests to insure accuracy and efficient time to market. – Manage various business and functional requirements associated with Analytics and Insights Platform. – Manage various threads of work associated with content creation and distribution. – Help create and maintain various types of automation capabilities to assist with content creation and distribution. – Leverage extensive financial product knowledge to help target actionable ideas that will help Financial Advisors better manage their books of business – Partner with business/product areas to develop specific distribution strategies for their investment ideas and help them target those ideas to the appropriate FA segments based on their portfolio, behavior and preferences. – Help manage various user acceptance testing deliverables. – Help manage various ad hoc and analytical tasks that are needed to support the various Insights and analytics platforms. – Assist various business partners to articulate their analytical requirements. – Support special projects for NBA and Digital Marketing partners as needed.
Skills – Ability to assure the reliability of the business critical application processes. – Capability to execute multiple projects simultaneously and function optimally under pressure. – Team player with strong analytical and communication skills to collaborate with numerous team members and coordinate with offshore participants. – Ability to analyze defects and provide process improvement suggestions to eliminate future occurrences of similar defects. – Microsoft Office – Interwoven Content Management System (CMS) – SQL – HTML – Rule Based Wizard (RBW) – Unified Functional Testing (UFT) – Content Management System (CMS) – Salesforce (Marketing Cloud and Financial Services) – AEM (Adobe Experience Manager)
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