Manager, Wealth Client Engagement

About This Role

Drive client acquisition, engagement, and growth for Wealth Solutions through strategic campaign planning and omni-channel execution. This role shapes client journeys, translates business goals into scalable engagement strategies, and ensures data-driven optimization across all touchpoints.

Responsibilities

• Shape and execute wealth client engagement strategy for acquisition and growth.
• Define end-to-end wealth and digital client journeys across channels.
• Support omni-channel execution of engagement campaigns and communications.
• Establish a data-driven framework using analytics for strategy optimization.
• Partner with product/digital teams to translate business needs into scalable strategies.
• Ensure all activities adhere strictly to governance, risk, and compliance standards.

Requirements

• Experience in wealth management client engagement is beneficial.
• Strong focus on detail and execution discipline required.
• Ability to collaborate across diverse functional stakeholders (Product, Digital, Analytics).
• Proven ability to drive measurable outcomes from engagement initiatives.
• Understanding of regulatory and compliance standards in banking.
• Proficiency in using analytics to guide decision-making.