Experience Owner I -Wealth Client & Advisor Insights Agile Pod

The Experience Owner I (EO I) for the Client & Advisor Insights Agile Pod within Wealth Management plays a critical role in shaping how advisors engage clients through data-driven digital-first outreach. This role blends product ownership strategic thinking and agile delivery to design build and optimize scalable client communication journeys that deepen engagement surface insights and drive growth across an advisor’s book of business.

The EO I partners closely with the Neighborhood lead business stakeholders marketing technology data science and analytics teams to translate client and advisor needs into prioritized product features and experiences. Leveraging Salesforce platforms—including Salesforce Financial Services Cloud and Salesforce Marketing Cloud—the EO I leads an agile pod responsible for delivering capabilities that enable timely relevant and compliant client outreach while providing measurable insights into effectiveness and outcomes.

• Develop and execute client outreach journeys leveraging Salesforce Marketing Cloud focusing on triggering events behavioral signals and key data contained within Wealth Salesforce to deliver timely relevant communications to clients in an advisor’s book of business.
• Define strategies and scalable email and digital journeys that enable advisors to easily deliver approved personalized content aligned to client needs preferences and lifecycle moments.
• Ensure journeys and outreach experiences are designed end-to-end from advisor initiation through client engagement and follow-up insights with a strong focus on usability adoption and measurable value.
• Partner with business marketing and data science teams to develop and operationalize models and strategies that leverage enterprise data to identify leads opportunities and next-best actions for advisors.
• Identify evaluate and implement features and technologies that enhance advisor outreach and tracking of results such as:
  • Integrated outbound calling
  • Appointment scheduling and calendar synchronization with Salesforce
  • Enhanced activity tracking and reporting
• Collaborate with risk compliance and technology partners to ensure all solutions meet regulatory legal and data governance standards within a highly regulated environment.
• Support change management and adoption by partnering with stakeholders to promote digital-first workflows and consistent client engagement practices.

• Working with the Neighborhood lead own and communicate a clear product vision and roadmap for client insights and outreach capabilities aligned with Wealth Management business objectives and advisor workflows.
• Translate strategy and vision into epics features and user stories with clear acceptance criteria; continuously refine and prioritize the product backlog to deliver maximum value.
• Lead an agile pod of cross-functional partners (technology design data analytics) through all phases of delivery from ideation through production and release.
• Participate in and support agile ceremonies including sprint planning backlog refinement reviews and retrospectives fostering a high-performing and empowered team culture.
• Define success metrics KPIs and OKRs for client outreach journeys and analyze engagement behavioral and outcome data to inform ongoing optimization and roadmap decisions.

• Strong understanding of the wealth management industry advisor workflows and the affluent high net worth and ultra high net worth client journey.
• Experience working in agile product teams with hands-on ownership of backlogs roadmaps and delivery outcomes.
• Working knowledge of Salesforce Financial Services Cloud; experience with Salesforce Marketing Cloud or similar digital engagement platforms preferred.
• Experience partnering with data analytics or integration teams to deliver insights-driven solutions.
• Ability to analyze metrics and results to communicate progress against objectives and inform product decisions.
• Strong communication stakeholder management and influence skills with the ability to align diverse partners around shared outcomes.

• Customer & Advisor Centricity
• Risk Awareness & Execution Excellence
• Strategic Thinking & Business Acumen
• Agile Product Ownership & Backlog Management
• Data-Driven Decision Making
• Collaboration & Stakeholder Influence
• Change Leadership & Continuous Improvement

• Bachelor’s degree
• Experience in financial services or wealth management
• Familiarity with marketing automation client engagement analytics or lead identification models
• Experience operating in regulated environments with established risk-based controls

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

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