Wealth Omni Digital Strategist, Financial Planning Tools (Charlotte, NC)

Lewis James Professional

Wealth Omni Digital Strategist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Wealth Omni Digital Specialist for a direct hire opportunity with a financial services client.


  • Manage digital vendor partner relationships and influences their product roadmaps to meet our client needs.
  • Collaborate with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value.
  • Ensure consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions.
  • Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes.
  • Triage, troubleshoot, and resolve a range of product, client and technology issues.
  • Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management.
  • Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders.
  • Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements.
  • Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing


  • Bachelor's degree.
  • Five years of experience in the digital (web/mobile), eCommerce or eBusiness.
  • Two years of experience in leading cross-functional teams (indirectly or directly).
  • Experience participating in technology initiatives.
  • Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3570. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3570. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V