Head of Leads Strategy & Management, US Private Bank

We are seeking a senior executive to own the end-to-end leads ecosystem for the US Private Bank as volumes and sources scale across multiple channels, including: 1.

Paid marketing driven leads; 2.

Cold leads identified by marketing and distributed via PBIQ Book Builder; 3.

Leads sourced through formal cross-LOB partnership programs; 4.

Workplace Solutions; and 5.

the National Client Team.

This leader will define the strategy, operating model, and technology roadmap for how leads are captured, scored, routed, and converted-partnering closely with digital, technology, marketing, finance, data and market leadership.

Why This Role Matters


* Creates a single point of accountability and consistency for all our lead generation efforts, turning demand into durable client relationships through data, digital, and disciplined execution.


* Aligns propensity modeling, advisor workflows, practice management, and financial reporting so we consistently capture the full value of our client and prospect ecosystem at scale.


* Establishes firmwide standards and governance for lead definitions, routing, measurement, and attribution, enabling repeatable growth and transparency for senior leaders.

Job Responsibilities

Enterprise Ownership and Governance
• Own the full lead lifecycle: intake, standardization, qualification, scoring, prioritization, routing, assignment, SLA management, tracking, and outcomes.

• Define and maintain enterprise taxonomy for leads and dispositions; ensure consistent definitions and promotion criteria across platforms and teams.

• Stand up an operating model and governance cadence (monthly/quarterly business reviews) with Digital, Marketing, Finance, D&A, and Market leadership; publish playbooks and SLAs.

• Build an ecosystem that drives adoption and accountability across markets.

Propensity, Scoring, and Prioritization
• Own the propensity model framework and roadmap in partnership with Business Intelligence: inputs, weights, explainability, thresholds, and ongoing performance management.

• Define routing logic that balances conversion likelihood with advisor capacity, specialty, geography, and client fit; continuously test and refine.

• Establish feedback loops to retrain models based on outcomes, channel quality, and advisor feedback; publish scorecards and win/loss insights.

Digital & Platform Leadership
• Serve as business owner for lead-related digital capabilities and roadmap; ensure user-centric tools that enable scalable, consistent, advisor-friendly lead management.

• Lead development of Leads Connect, in partnership with product and technology.

• Integrate with Connect ecosystem to streamline intake, enrichment, assignment, and follow-ups; reduce manual work via automation and embedded nudges.

Cross-Functional Partnership and Practice Management
• Partner with Marketing to align channel mix, messaging, and qualification criteria with downstream conversion; co-own lead qua...