• Enhance the product suite in line with our segment strategy to serve mass affluent, high net worth and ultra-high net worth clients by reviewing competitor offerings in order to ensure value added features and 'best-in-class' product experience
• Craft forward-looking strategies and plans to grow the third party business and to bring insights and innovative ideas that drive value for clients across all segments
• Oversee development and production of regional investment materials and communications to bankers, counselors and clients (e.g., marketing decks, roadshows, blogs, etc.)
• Coordinate regional implementation of asset class house views and model portfolio allocations for Third-Party investment products in partnership with the Global Head and relevant manager research teams and the broader CGWI organization
• Deliver inputs for all regional senior management reporting as concerns Third-Party business
• Ownership and management of relationships with third party investment managers
• Oversee internal and Third-Party sales and investment update meetings