Huntington Bank is looking to solve the problem of defining innovative advisory and wealth strategies to provide a personalized digital experience for its customers, including digital integrated financial goal planning and advice, digital collaboration, and digital investment experience.
Requirements
- 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 Agile project execution; including prioritization and defining Epics and Features that tie to the business strategy and revenue expectations
- Excellent Microsoft PowerPoint skills
Responsibilities
- Lead components of the multi-year roadmap to define innovative advisory and wealth strategies
- Deliver on the end-to-end lifecycle of the digital planning and collaboration strategies
- Partner with our internal Technology/Ops and the Digital teams to execute the advisory and wealth strategy
- Maintain a pulse on customers evolving advisory needs and preferences as well as the competitive landscape
- 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
- 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
Other
- Bachelor's degree
- 12+ years of business experience working in Digital Product Management
- Ability to independently manage multiple work efforts
- Excellent influencing, consulting and communication skills, with the ability to successfully interact with and relate complex technical information to multiples audiences in business terms
- Passion for financial planning is a must have
