Director, Client Journey, Growth & Modernization
Core
Own end-to-end client journey and growth outcomes for a digital investing business, shaping acquisition, onboarding, engagement, and relationship deepening through seamless digital experiences.
Role type
Senior leadership director (client journey & digital transformation)
Builds
Digital investing client experiences, modernized processes, and AI-enabled capabilities
Domain
Financial services / Digital investing
Deliverable
product features
Required skills
Strategic vision, portfolio execution, investment prioritization, people leadership, cross-functional orchestration, executive communication, risk management, financial analysis, change management
Preferred skills
Agile, Human-Centred Design, Lean, Program Management, analytics
Technologies
AI-enabled capabilities, digital channels
Responsibilities
Establish annual and multi-year growth objectives and track performance; Identify friction and drive improvements in client experience; Lead modernization priorities and maintain improvement roadmaps; Translate needs into requirements, business cases, and delivery plans; Drive digital and AI adoption and organizational change; Establish governance structures and portfolio management practices; Orchestrate enterprise partners around shared outcomes; Provide strategic advice to senior executives; Resolve competing priorities and communicate trade-offs; Own portfolio performance against objectives; Partner to translate strategies into sustainable processes; Lead and develop a large, high-performing team; Apply sound risk management practices.
