
Strategic Customer Advocate
4 days ago
Leadership Opportunity
We are seeking an experienced leader to drive customer lifecycle management, focusing on the enhancement of product propositions and customer service.
This role requires strong leadership and strategic guidance skills, as well as the ability to drive digitization initiatives across teams.
Key Challenges:
- Leading customer lifecycle management and developing strategies to enhance product offerings and customer service.
- Driving digitization initiatives to improve business processes and customer experience.
- Leveraging technology to automate workflows and improve operational efficiency.
- Ensuring compliance with relevant laws and regulations, coordinating with regulatory bodies as required.
Required Skills:
- Solid understanding of wealth management propositions and mutual fund industry operations.
- Proven track record in product development and operational activities.
- Well-versed in customer service life cycle management.
- Strong negotiation, influencing, and facilitation skills.
Qualifications:
- Bachelor's degree (Masters or MBA preferred).
- At least 15 years of relevant experience, including 3 years in a senior leadership role.
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