Job Description

Own where we play: maintain the growth backlog, prioritize segments and initiatives, size value, and translate data/models into clear business cases and acceptance criteria—so the right opportunities move first. This role reports to the Director, Strategic Growth and partners closely with the Senior Manager, Growth Portfolio (How We Win), Director, Advisor Practice Management & Growth, as well as teams across Platform/Delivery, Risk/Legal, Finance/Data, and Sales/Field/GTM.



**Position Responsibilities:**


+ Own the growth backlog and roadmap slice (manage scope, sequencing, acceptance, risks, dependencies).


+ Partners with analytics teams to build/ingest signals, refine propensity models and build opportunity maps (what to sell, when, to whom).


+ Quantify and prioritize plays: Size value; develop theses with targets and proof plans across cohorts and instrumentation.


+ Frame strategic choices: recommend produ...

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