Leads strategy development, analysis of profitability drivers, product integration, and product development for various components of the Private Wealth Advisory initiative
Performs market research, identifies market segments, develops product specifications and incorporates requirements into planning processes
Advocates the growth and utilization of Private Wealth Advisory resources and services within the firm
Responsible for building and maintaining relationships with Investment Banking/Capital Markets and other corporate entities to generate referrals to select PWA Financial Advisors
Develops marketing campaigns and communications plans
Implements strategies and tactical plans across organizational lines including direction to financial planning, investment management, sales management and marketing professionals
Develops and delivers presentations to groups, both at home office and conferences
Provides analysis and reports on key success metrics for senior management
Performs management activities, including identifying performance problems and approving recommendations for remedial action
Bring global and regional connectivity to life, and ensure that the team is aware of global Wealth Advisory developments and trends with respect to open architecture
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