Specialist, Client Activations and Tools – North America

Specialist, Client Activations and Tools – North America

The Specialist Client Activations & Tools support the planning, deployment, and continuous improvement of client-related tools and localized activations across North America. Working closely with Global teams and Zone Retail and Digital stakeholders, this role helps ensure that client-related capabilities and activations are executed on time, aligned to business priorities, and supported by reliable reporting and structured feedback.

Specialist Client Activations & Tools contributes to the governance of client-related tools and activations by maintaining documentation, coordinating inputs, monitoring performance signals, and flagging risks and opportunities.

The Client Activations & Tools Specialist is accountable for the activations’ data structure, deployment and performance reporting, as well as tool governance, measurement methodologies, analysis and insight integrity.

In alignment with the Director of Client Analytics & Insights team, the Client Activations & Tools Specialist is expected to operate with strong autonomy in day-to-day execution and to escalate thoughtfully with clear recommendations to senior team members.

Execute the sizing, structure, deployment, and performance measurement of localized client activations (1:1, 1:Few), based on client assignment and aligned with business priorities, commercial objectives, brand strategies, and product calendars.

Partner closely within Client Insights & Analytics and with Client Development Team to ensure activations are insight‑led, operationally sound, and commercially impactful.

Support logistical planning, including synchronization of communications, delivery timelines, and availability of assets and templates to ensure consistent and effective execution.

Run analyses and summarize post‑activation reviews to refine targeting, content, cadence, and tool usage.

Contribute to ad‑hoc initiatives, pilots, and test‑and‑learn experiments that combine technology and insights to elevate both client and advisor experience. Support the Client Analytics & Insight Director with strategic tasks and initiatives as needed.

Serve as the zone point of contact for client‑related tools across North America, including Salesforce (SFSC), Brilliance, DDC/DCM (Consent & Data Capture), Booxi, and future client‑related platforms.

Support zone tool governance, ensuring consistency, data quality, and alignment with global standards.

Communicate zone communication on major client‑related tool enhancements, releases and best practices. Partner with Client Development, Retail Learning, Digital, and Retail Management to shape and support change management strategies.

Contribute to widespread tools adoption and ongoing engagement in usage through training, onboarding sessions, and maintaining a dynamic Tool Champions Community in partnership with Client Development Leads. Support documentation (e.g., screenshots, logs) and triage of issues escalating from the Champions.

Collect and structure user feedback and enhancement requests; synthesize recurring themes into concise inputs to inform Zone prioritization and Global roadmap discussions.

Track and report KPIs for client tools and localized activations. Maintain and update dashboards and recurring performance materials.

Analyze tools and activations usage patterns, performance trends, and adoption to help identify risks and growth opportunities.

Summarize insights into recommendations that contribute to improving future activations, tools, and advisor enablement.

Deliver analytical outputs, dashboards, and insights to inform both Zone and Global decision‑making.

Work closely with Client Development, Retail, Digital, Marketing, Client Relations, Merchandising, IT, and Global teams to ensure client tools and insights are embedded into broader strategies.

Contribute to alignment about Client Activations and Tools across functions, anticipating dependencies and flagging gaps. Support preparation and follow‑ups of meetings…