Hcgn
Wealth Sales & Service Development Senior Partner
Johnston, RI, United States · Senior
Sponsorship not specifiedDetected 2 days ago
Lead Generation
About the role
- The Wealth Sales & Service Development Senior Partner will help translate Wealth strategy into field-ready execution by activating partnership and lead generation initiatives that drive advisor productivity, client acquisition, deeper relationships, and new-to-Wealth growth. This role will partner across Wealth, Marketing, Product, and other line of
- business partners to operationalize growth priorities, launch and scale pilots, develop field-ready tools and messaging, and strengthen referral and lead conversion effectiveness across the business. Primary Responsibilities: Partnership & Growth Activation: - Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks
Responsibilities
- Partnership & Growth Activation: - Translate Wealth segment priorities into field-ready initiatives, tools, messaging, and playbooks that support advisor execution. - Drive cross-LOB partnership initiatives and pilots across Wealth, business lines, and enterprise partners. - Support partnership planning and governance routines, including prioritization, performance tracking, and follow-up on key actions.
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