Job Description
Own the workflows and integration that let Bank growth plays run inside advisor practice - cleanly, credibly, and with measurable outcomes. You’ll design how Bank capabilities plug into advisor systems of work and distribution systems, so advisors get less friction and leaders get attribution they can trust.
Position Responsibilities:
Integration for each play: the Bank/Distribution handshake across workflow states, required fields, routing/ownership, SLAs, event definitions, and error handling.
A reusable Connector Catalogue with clear inputs/outputs, SLAs, and measurement points.
Play Integration Kits that Distribution, Delivery, Tech and Engineering can run with advisor-POV user story, swim lane, states & routing, event map, dashboards, runbook, and test scenarios.
Interlock governance: intake, dependency & change-window alignment with Distribution; decisions/waivers log; deprecation schedule for bespoke path...
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