Job Description
Description
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into field-ready execution by activating partnership and lead generation initiatives that drive advisor productivity, client acquisition, deeper relationships, and new-to-Wealth growth. This role will partner across Wealth, Marketing, Product, and other line of business partners to operationalize growth priorities, launch and scale pilots, develop field-ready tools and messaging, and strengthen referral and lead conversion effectiveness across the business.
Primary Responsibilities:
Partnership & Growth Activation:
+ Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks that support advisor execution.
+ Drive cross-LOB partnership initiatives and pilots across Wealth, business lines, and enterprise partners.
+ Support partnership planning and governance routines, including prioritizatio...
The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into field-ready execution by activating partnership and lead generation initiatives that drive advisor productivity, client acquisition, deeper relationships, and new-to-Wealth growth. This role will partner across Wealth, Marketing, Product, and other line of business partners to operationalize growth priorities, launch and scale pilots, develop field-ready tools and messaging, and strengthen referral and lead conversion effectiveness across the business.
Primary Responsibilities:
Partnership & Growth Activation:
+ Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks that support advisor execution.
+ Drive cross-LOB partnership initiatives and pilots across Wealth, business lines, and enterprise partners.
+ Support partnership planning and governance routines, including prioritizatio...
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