E*TRADE & Client Experience, AVP

Job description

The E TRADE Client Experience team is seeking an Assistant Vice President to support the execution of client engagement initiatives, with a primary focus on E TRADE client events, Salesforce opportunity management, and operational reporting. This role is a key contributor responsible for ensuring high‑quality delivery of client experiences through strong execution, cross‑functional collaboration, and disciplined operational management. The AVP will partner closely with Corporate Events, Marketing, and Analytics & Data (A&D) to support client engagement strategies aligned with business objectives and firm standards. Key Responsibilities: - Support client engagement initiatives, with an emphasis on event‑based experiences that enhance the E*TRADE client journey. - Manage planning and execution of E*TRADE client events, including timelines, logistics, budgets, and post‑event reporting. - Partner with Corporate Events and Marketing to ensure alignment with branding, messaging, compliance, and execution standards. - Manage Salesforce opportunities related to client engagement and events, including uploading opportunities, maintaining stages, and ensuring data accuracy. - Partner with An...