Job Description
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In this role, you will:
Enterprise Platform Performance & Client Outcomes Own accountability for dealer platform performance, service quality, and client/advisor outcomes across Digital Wealth Establish and lead performance governance, including regular cross‑functional reviews of platform health, service reliability, and client impact Drive continuous improvements across transfer timeliness, fund processing, reporting accuracy, and call-driver reduction Define and oversee outcome-based KPIs that directly reflect client and advisor outcomes (e.g., speed, accuracy, digital experience, complaint trends) Ensure internal teams and third‑party partners are contractually and operationally aligned to customer experience and service quality expectations
Strategic Change Demand & Roadmap Governance Own prioritization of change demand across the dealer platform to maximize client, advisor, and regulatory outcomes Chair an...