Seeking a senior leader to oversee the entire leads ecosystem for the US Private Bank, managing volume growth across multiple channels such as paid marketing, cross-LOB partnerships, and internal sources. Responsibilities include defining strategy, operating models, and technology roadmaps for lead capture, scoring, routing, and conversion, in collaboration with digital, marketing, tech, finance, and data teams.
This role ensures enterprise-wide accountability, standardizes lead definitions, and establishes governance for growth and transparency. Key tasks involve managing the full lead lifecycle, developing propensity models, leading digital capabilities, and driving cross-functional partnerships. The leader will set KPIs, build dashboards, and implement continuous improvements.
Qualifications include 10+ years in wealth management or related fields, expertise in lead management frameworks, and strong influencing skills. Preferred experience includes digital product collaboration, CRM systems, and leadership at senior levels. The role demands strategic vision, cross-team collaboration, and data-driven decision-making.