Position Overview
We are seeking a senior executive to own the end-to-end leads ecosystem for the US Private Bank as volumes and sources scale across multiple channels, including: 1. Paid marketing driven leads; 2. Cold leads identified by marketing and distributed via PBIQ Book Builder; 3. Leads sourced through formal cross-LOB partnership programs; 4. Workplace Solutions; and 5. the National Client Team. This leader will define the strategy, operating model, and technology roadmap for how leads are captured, scored, routed, and converted-partnering closely with digital, technology, marketing, finance, data and market leadership.
**Why This Role Matters**
+ Creates a single point of accountability and consistency for all our lead generation efforts, turning demand into durable client relationships through data, digital, and disciplined execution.
+ Aligns propensity modeling, advisor workflows, practice management, and financial reporting so we consistently capture the full value of ou...