Financial Services - Distribution & Marketing Consultant - MW
Chicago , Illinois
February 22, 2018
  • Expertise in Banking, Wealth Management, FinTech or other industries with innovative sales and distribution models that could be applied to Financial Services.
  • Minimum of 4 years of prior experience defining, planning or leading transformational initiatives in a consulting or professional services firm(s) or as part of corporate strategy or transformational initiatives
  • Minimum of 4 years of functional experience with Branch Network / Retail Stores, Contact Center, Mobile & Online Banking user applications such as CRM, policy/account, knowledge management, lead management
  • Minimum4 years of experience in customer experience, traditional and digital marketing, sales, or service
  • Bachelor’s Degree (Business, MIS or related), MBA preferred
  • Ability to travel 80% to 100%
  • Proficient in Microsoft Office tools (Powerpoint, Excel, Word)*
  • Distribution model design, and strategic roadmap formation
  • Distribution strategy and operating model design and roadmap formation ü,Lead and referral management
  • Traditional and digital marketing and customer analytics (next best action) ü,Omni-channel distribution models and digital sales / ecommerce
  • Marketing operating model
  • Branch model / format design / network planning
  • Direct distribution models (digital and contact center) strategy and transformation
  • Front office IT architecture
  • Digital bank business models
  • Marketing automation & analytics
  • Interactive marketing, analytics and Big Data
  • CRM / SFDC functional / program skills
  • Sales origination and professional services selling
  • Proven ability to build, manage and foster a team-oriented environment, Proven ability to work creatively and analytically in a problem-solving environment, Desire to work in an information systems environment
  • Excellent communication (written and oral) and interpersonal skills, Excellent leadership and management skills
  • Proven ability to manage large transformation programs management
  • Excellent project management skills

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