US Wealth Management Leads, Associate

JobID: 210672312 Category: Sales Support JobSchedule: Full time Posted Date: 2025-10-02T14:16:45+00:00 JobShift: Base Pay/Salary: New York,NY $71,250.00-$115,000.00 Become an integral part of the US Wealth Management Leads team where you have the opportunity to help refine the way we identify prospective customers and improve the management of these prospects across each stage of the sales funnel- from the initial targeting of customers, down to the final conversion of Leads into Wealth Management clients.

As a Leads Associate within the US Wealth Management Leads team, you will need to work well in a team that is responsible for generating a high-performing sales pipeline across the US Wealth Management organization.

The Leads team fuels the identification of prospective customers and optimizes the sales journey that will eventually convert these prospects into new Wealth Management clients.

Job responsibilities * Organizing and evaluating data from existing Leads programs to uncover trends, investigate drivers of impact, and formulate recommendations to improve Lead identification and sales processes * Managing the prioritization and roll-out of new Lead programs across the various Wealth Management Advisor Channels and products * Working across Stakeholder groups to ideate and build consensus on new Lead strategies * Establishing benchmark targets for funnel conversion; developing tactics to achieve targets * Tracking of key milestones and outstanding action plans; ensuring timely delivery or escalation where needed * Creating and presenting management summary materials, tracking / reporting tools, and other program artifacts Required qualifications, capabilities, and skills * 4+ years of relevant experience * Experience delivering across multiple work streams with varying timelines and complexity * Proven ability to execute via successful internal partnerships with other organizations; * Adept at influencing peers with diverse points of view and building consensus * Proven ability to distill complex ideas into consumable and actionable materials * Experience analyzing, communicating and executing against complex business initiatives * Excellent presentation and communication skills * Proficient MS Excel and PowerPoint skills Preferred qualifications, capabilities, and skills * Experience in client acquisition, marketing, management consulting, corporate strategy, digital or similar roles Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option