Lead, plan, and execute the overall Wealth Segment Strategy, bridging traditional brand initiatives with progressive digital-first experiences to elevate premium market positioning.
Own the mechanics of paid acquisition across Meta, Google and LinkedIn, including account structure, bidding, budgets, targeting, negative keywords and exclusions.
Own the End-to-End Pipeline Data Strategy: Design and maintain the reporting frameworks and data hygiene necessary to track partner-sourced pipeline progress. Develop and manage 'early warning' dashboards to proactively identify funnel gaps, ensuring accurate attribution and ROI measurement.