Experience Owner I -Wealth Client & Advisor Insights Agile Pod

Job description

The Experience Owner I (EO I) for the Client & Advisor Insights Agile Pod within Wealth Management plays a critical role in shaping how advisors engage clients through data-driven, digital-first outreach. This role blends product ownership, strategic thinking, and agile delivery to design, build, and optimize scalable client communication journeys that deepen engagement, surface insights, and drive growth across an advisor’s book of business. The EO I partners closely with the Neighborhood lead, business stakeholders, marketing, technology, data science, and analytics teams to translate client and advisor needs into prioritized product features and experiences. Leveraging Salesforce platforms—including Salesforce Financial Services Cloud and Salesforce Marketing Cloud —the EO I leads an agile pod responsible for delivering capabilities that enable timely, relevant, and compliant client outreach while providing measurable insights into effectiveness and outcomes. Key Responsibilities: Client & Advisor Engagement Strategy: - Develop and execute client outreach journeys leveraging Salesforce Marketing Cloud , focusing on triggering events, behavioral signals, and key data contained wi...