Lead components of the multi-year roadmap to define innovative advisory and wealth strategies that can include: digital integrated financial goal planning and advice, digital collaboration, digital investment experience and digital onboarding & account opening process for brokerage, managed account, personal trust customers and annuities for a more personalized digital experience. Collaborate with key stakeholders and business partners to ensure the digital and other advisor and wealth systems c... more details
Description
Summary: The Product Group Manager develops and implements the strategic direction for the consumer and regional banking line of business.
Job Description
Lead components of the multi-year roadmap to define innovative advisory and wealth strategies that can include: digital integrated financial goal planning and advice, digital collaboration, digital investment experience and digital onboarding & account opening process for brokerage, managed account, personal trust customers and annuities fora more personalized digital experience
Collaborate with key stakeholders and business partners to ensure the digital and other advisor and wealth systems capabilities align with Consumer Bank and Private Bank advisory revenue expectations
Deliver on the end-to-end lifecycle of the digital planning and collaboration strategies from the market and user research phase to the creation of the business case to partnering with our digital team on the solution design, to proof of concept testing, to launch, user/advisor adoption and post maintenance/evolution
Partner with our internal Technology/Ops and the Digital teams to execute the advisory and wealth strategy by sponsoring the digital priorities and experience through the build and launch process
Maintain a pulse on customers evolving advisory needs and preferences as well as the competitive landscape to continuously innovate and enhance the experience
Use internal and external industry insights and data to influence the digital customer & advisor/wealth experience strategy, roadmap and priorities
Define, report and analyze advisory and wealth service KPI's that ties to the business case (e.g. service requests, digital adoption, customer experience / satisfaction, etc.)
Required Qualifications:
Bachelor's degree in business, accounting, finance, economics, marketing or related field
7+ years of business experience working in the Financial Services Industry
3+ years product management, strategy, or consulting roles
Preferred Qualifications:
Master’s Degree
2+ years’ experience in creating, supporting, implementing, or managing financial planning platforms for customers and advisors using common industry tools, i.e. MoneyGuide, eMoney, Naviplan, or similar
3+ years’ experience in creating, supporting, implementing, or managing the following; Investment Client Onboarding, investment account opening including the ACAT process, KYC, AML / KYC and account registration types
Demonstrated knowledge of APIs level platform integrations
Experience supporting and/or building Advisor-facing and/or customer-facing digital tools
Experience with investment products and vehicles, including but not limited to brokerage, trust, annuities, management investments
Experience with other financial products including Deposits, Lending, insurance, across various segments
Ability to effectively work in a matrixed organization with colleagues across various reporting structures
Excellent influencing, consulting and communication skills, with the ability to successfully interact with and relate complex technical information to multiples audiences in business terms.
Excellent Microsoft PowerPoint skills.
Methodological thinker, with strong experience with process / journey mapping
Experience with Agile project execution; including prioritization and defining Epics and Features that tie to the business strategy and revenue expectations
Strong research and analytical skills with an ability to innovate (i.e. Think outside of the box) to come up with optimal solutions
#LI-Hybrid
#LI-DK1
Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)
Yes
Workplace Type:
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
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