Wealth Management Brand Strategy Program Director

Wealth Management Brand Strategy Program Director

Job Category
:
Business Development

Requisition Number
: WEALT
004110

• Full-Time

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Job Overview

The Wealth Management Brand Strategy Program Director is a strategic leader responsible for driving the successful commercialization, market adoption, and execution of Wealth Management products, services, and growth initiatives. Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth and enhance the client experience.

This individual leads market research, competitive analysis, client insights, go-to-market planning, and commercialization efforts that support the evolution of the Wealth Management offerings and client engagement approaches. Working across internal and external partners, including internal marketing teams, BD marketing resources, technology, operations, compliance, analytics, and third-party vendors, the Director develops and executes strategies that ensure products, services, and key initiatives are effectively positioned, launched, adopted, and optimized.

The Director is both a strategist and a hands‑on leader, comfortable developing recommendations and actively driving implementation. This role leverages data, market intelligence, and business insights to make informed decisions, measure success, and continuously improve outcomes. As the Wealth Management EOS Integrator, the Director also drives alignment, accountability, and execution across the business, helping transform strategic vision into measurable results.

Success in this role requires a blend of strategic thinking, commercialization expertise, business transformation leadership, analytical rigor, and cross‑functional influence, with the ability to convert ideas into scalable growth and client outcomes.

Key Responsibilities

Marketing Strategy Commercialization & Standardizing Client Engagement

• Lead the strategic marketing and commercialization roadmap for Wealth Management products, services, and business initiatives.
• Partner with internal and external marketing resources to develop and execute programs that drive awareness, client engagement, advisor business growth, client retention, and deepening of client relationships.
• Serve as the business lead responsible for coordinating marketing resources and ensuring campaigns align with strategic objectives and desired outcomes.
• Define target audiences, value propositions, positioning strategies, and client engagement approaches for Wealth Management offerings to ensure relevant and personalized client experiences.
• Establish metrics and performance measures that evaluate campaign effectiveness, client engagement, and business impact.
• Maintain a willingness to operate as both a strategic leader and hands‑on contributor when business needs require direct involvement in planning, execution, or implementation activities.

Product Commercialization & Go‑to‑Market Leadership

• Lead commercialization strategies for new and existing Wealth Management offerings, from concept development through market launch and adoption.
• Partner with business leaders to assess market opportunities, define commercialization strategies, and establish launch plans that drive successful adoption.
• Develop go‑to‑market plans, positioning strategies, messaging frameworks, advisor enablement programs, and launch approaches that drive measurable results.
• Assess new products, services, and programs to ensure supporting processes, workflows, and service models are scalable, effective, and aligned with the desired client experience.
• Serve as the product lead responsible for ensuring successful advisor…