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Manager -Client Onboarding/Account Opening Team
Manager, Client Onboarding/Account Opening Team
Description
As we move toward a shared services model to better serve clients and front offices of the Private Bank (PB) and Private Wealth Management (PWM), a key roll to lead the leveraging of shared platforms has been identified in the Client and Advisor Experience (CAE) area focusing on Client Onboarding across all products and platforms.
One of the critical elements for delivering an exceptional Client experience and improving Advisor/Banker productivity is the design, development, and implementation of internal and external tools, communication materials and processes - strategy development and tactical execution. This position is responsible for continuing to refine and drive the strategy for onboarding Clients and executing this...
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