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Job Description:

Office of Member Engagement's (OME) Vice President of Wealth Management Market Manager is responsible for the development and implementation of strategic initiatives and long-term business plans elevating ABA as the premier content provider in the industry across all dimensions of wealth management (planning, investment management, trust, private banking).

The VP will assess the value proposition of current and existing products/services, identify deficiencies, and opportunities to attract and convert our target audience. This position will develop partnerships with subject matter experts (SMEs) and key industry players to gather market research and establish marketing requirements and priorities that support business initiatives and influence marketing campaigns through coordinated efforts with internal product development teams, professional certifications, marketing, advocacy/government relations, and other internal departments.

The VP will track and analyze the performance of the wealth management training portfolio for profitability and trending data to provide ongoing guidance to executive leadership with developing pricing strategies and assisting with determining budgets and targets.This position will engage with key member banks and state associations as necessary to understanding needs, trends, and opportunities in the business, and to further ABA’s wealth management business objectives.

Key Responsibilities:

Develop analysis on new market opportunities within OME’s Wealth Management training business and lead strategic planning discussions by leveraging research, changing business conditions, and market trends to establish priorities with internal teams and communicate with senior leaders about marketing programs, strategies, and budget, ensuring effective operating plan implementation and results.
Create and enhance content quality, identify and expand target audiences (including private bankers, wealth planners and other wealth management practitioners), and coordinate with assigned Marketing Strategist to develop messaging plans addressing objectives across different channels and segments.
Establish working relationships with OME’s Membership and Relationship Managers to assist with developing new business sales, improving retention results, and designing training proposals (solutions) to support market/client training and development needs as defined.
Work directly with internal program managers, instructional designers, and professional certifications to partner with existing SMEs content development and assist with building bench of SMEs serving as instructors, speakers, and or advisory board members.
Serve as leader in the development and, when appropriate, the delivery of curriculum for the ABA Wealth Management and Trust Schools, in bank programs, online certificates, webinars, training shorts, and podcasts, as well as coordinate with advisory boards on core content topics for the Conference. (i.e., recommend appropriate topics and speakers/instructors and assist in program implementation)
Act as a business partner to ABA’s Center for Securities, Trust and Investments to stay current with ABA’s policy positions and initiatives.

Qualifications:

Bachelor’s degree required, Master's degree in related field preferred.
10+ years of related experience with at least seven years experience in wealth management with speaking or teaching experience preferred; recognition as an SME in the space strongly preferred.
Intimate understanding of traditional and emerging wealth management roles and responsibilities, non-bank competition, and how they are differentiated.
Strong professional judgment and discretion that comes from years of experience in this field.
Familiarity with the latest trends, technologies, and methodologies in offering wealth management products, services, and or vendor solutions.
Excellent communication skills.
Ability to think creatively and innovatively.
Budget management skills and proficiency.
Analytical skills to forecast and identify trends and challenges.
Wealth Management professional designation (i.e., CTFA, CFA, CFP, etc.) preferred.
Proficiency with social media and networking platforms preferred.
Ability to travel (<20%).

Target Salary Range: $185,000 - $200,000

Salary Band Range:

$168,536.00 - $235,977.00 - $303,419.00

American Bankers Association (ABA) is an EqualOpportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, age, sex, marital status, gender identity, sexual orientation, disability, protected Veteran status, personal appearance, political affiliation, family responsibilities, or any other characteristic protected by applicable law.

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