Digital Product Strategist in Charlotte, North Carolina
Posted 05/18/22

The Team You Will Be Joining:

  • Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation.
  • Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity, inclusion, and client experience.
  • A purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes.
  • Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA.

What They Offer You:

  • An amazing opportunity to join a world-class wealth management organization.
  • Results driven organization that values accountability and continuous improvement.
  • Opportunity to make an impact and add value – Forthcoming investment in tools and technology to improve current processes.
  • Excellent company benefits to include a pension, medical, dental, 401k, and generous PTO policy.


  • 100% remote for now then will sit hybrid on-site in Charlotte, NC or Atlanta, GA (2-3 days remote, the remainder in office)

Why This Role Is Important:

  • Applies knowledge and expertise to develop strategies with action plans by partnering with vendors and internal digital/non-digital solution teams
  • Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
  • Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
  • Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
  • Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
  • Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
  • Triage, troubleshoot, and resolve a range of product, client and technology issues
  • Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
  • Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders
  • Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
  • Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences

The Background That Fits:

  • Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
  • Ability to communicate complex information simply
  • Experience participating in technology initiatives
  • Strong problem-solving and partnership skills
  • Multitasker, works well under pressure and meets tight deadlines
  • Execution-oriented, and able to complete tasks independently but also is a good team player
  • Excellent presentation skills and comfort presenting concepts and ideas clearly
  • Comfort managing concurrent projects in a fast-paced, results-driven environment
  • Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
  • Bachelor's degree
  • Five years of experience in the digital (web/mobile), eCommerce or eBusiness
  • Two years of experience in leading cross-functional teams (indirectly or directly) 

  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Marketing
  • Date Posted: 05/18/22
Apply Today!
Apply Today!

Apply Today!

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