Design and launch campaigns and go-to-market plans to grow and deepen retail investment relationships.

Build always-on, multi-channel outreach programs to drive cross-sell, increase penetration, and grow investment balances.

Define and manage lead strategies to deliver high-quality investment opportunities to the field.

Collaborate with cross-functional partners to align on investment growth goals and execution.

Monitor and analyze program performance using reporting and insights, sharing results with stakeholders and refining strategies for continuous improvement.

Conduct deep-dive analyses to uncover new opportunities and enhance program effectiveness.