Description

Job Description

Lead components of the multi-year roadmap to define innovative advisory and wealth strategies that can include: digital integrated financial goal planning and advice, digital collaboration, digital investment experience and digital onboarding & account opening process for brokerage, managed account, personal trust customers and annuities for a more personalized digital experienceCollaborate with key stakeholders and business partners to ensure the digital and other advisor and wealth systems capabilities align with Consumer Bank and Private Bank advisory revenue expectationsDeliver on the end-to-end lifecycle of the digital planning and collaboration strategies from the market and user research phase to the creation of the business case to partnering with our digital team on the solution design, to proof of concept testing, to launch, user/advisor adoption and post maintenance/evolution Partner with our internal Technology/Ops and the Digital teams to execute the advisory and wealth strategy by sponsoring the digital priorities and experience through the build and launch processMaintain a pulse on customers evolving advisory needs and preferences as well as the competitive landscape to continuously innovate and enhance the experienceUse internal and external industry insights and data to influence the digital customer & advisor/wealth experience strategy, roadmap and prioritiesDefine, report and analyze advisory and wealth service KPI's that ties to the business case (e.g. service requests, digital adoption,  customer experience / satisfaction, etc.)

Basic Qualifications:

Bachelor's degree 12+ years of business experience working in Digital Product Management

Preferred Qualifications:

2+ years’ experience in creating, supporting, implementing, or managing financial planning platforms for customers and advisors using common industry tools, i.e. MoneyGuide, eMoney, Naviplan, or similar3+ years’ experience in creating, supporting, implementing, or managing the following; Investment Client Onboarding, investment account opening including the ACAT process, KYC, AML / KYC and account registration typesDemonstrated knowledge of APIs level platform integrationsCertified Financial Planning (CFP) designation a plus Ability to independently manage multiple work effortsExperience supporting and/or building Advisor-facing and/or customer-facing digital toolsExperience with investment products and vehicles, including but not limited to brokerage, trust, annuities, management investmentsExperience with other financial products including Deposits, Lending, insurance, across various segmentsAbility to effectively work in a matrixed organization with colleagues across various reporting structuresExcellent influencing, consulting and communication skills, with the ability to successfully interact with and relate complex technical information to multiples audiences in business terms.Excellent Microsoft PowerPoint skills.Methodological thinker, with strong experience with process / journey mapping Experience with Agile project execution; including prioritization and defining Epics and Features that tie to the business strategy and revenue expectationsPassion for financial planning is a must haveStrong research and analytical skills with an ability to innovate (i.e. Think outside of the box) to come up with optimal solutions

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.