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Specialist, Client Activations and Tools – North America

New York, NY, United States

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Role Overview

The Specialist Client Activations & Tools support the planning, deployment, and continuous improvement of client-related tools and localized activations across North America. Working closely with Global teams and Zone Retail and Digital stakeholders, this role helps ensure that client-related capabilities and activations are executed on time, aligned to business priorities, and supported by reliable reporting and structured feedback.

Specialist Client Activations & Tools contributes to the governance of client-related tools and activations by maintaining documentation, coordinating inputs, monitoring performance signals, and flagging risks and opportunities.

The Client Activations & Tools Specialist is accountable for the activations' data structure, deployment and performance reporting, as well as tool governance, measurement methodologies, analysis and insight integrity.

In alignment with the Director of Client Analytics & Insights team, the Client Activations & Tools Specialist is expected to operate with strong autonomy in day-to-day execution and to elevate thoughtfully with clear recommendations to senior team members.

Key Responsibilities 1. Localized Activations

Execute the sizing, structure, deployment, and performance measurement of localized client activations (1:1, 1:Few), based on client assignment and aligned with business priorities, commercial objectives, brand strategies, and product calendars.

Partner closely within Client Insights & Analytics and with Client Development Team to ensure activations are insight-led, operationally sound, and commercially impactful.

Support logistical planning, including synchronization of communications, delivery timelines, and availability of assets and templates to ensure consistent and effective execution.

Run analyses and summarize post-activation reviews to refine targeting, content, cadence, and tool usage.

Contribute to ad-hoc initiatives, pilots, and test-and-learn experiments that combine technology and insights to elevate both client and advisor experience. Support the Client Analytics & Insight Director with strategic tasks and initiatives as needed.

Serve as the zone point of contact for client-related tools across North America, including Salesforce (SFSC), Brilliance, DDC/DCM (Consent & Data Capture), Booxi, and future client-related platforms.

Support zone tool governance, ensuring consistency, data quality, and alignment with global standards.

Communicate zone communication on major client-related tool enhancements, releases and best practices. Partner with Client Development, Retail Learning, Digital, and Retail Management to shape and support change management strategies.

Contribute to widespread tools adoption and ongoing engagement in usage through training, onboarding sessions, and maintain a dynamic Tool Champions Community in partnership with Client Development Leads.Support documentation (e.g. screenshots, logs) and triage of issues escalating from the Champions.

Collect and structure user feedback and enhancement requests; synthesize recurring themes into concise inputs to inform Zone prioritization and Global roadmap discussions.

3. Activations and Tools Performance Monitoring & Reporting

Track and report KPIs for client tools and localized activations. Maintain and update dashboards and recurring performance materials.

Analyze tools and activations usage patterns, performance trends, and adoption to help identify risks and growth opportunities.

Summarize insights into recommendations that contribute to improving future activations, tools, and advisor enablement.

Deliver analytical outputs, dashboards, and insights to inform both Zone and Global decision-making.

4. Cross-Functional Collaboration on Client Activations and Tools

Work closely with Client Development, Retail, Digital, Marketing, Client Relations, Merchandising, IT, and Global teams to ensure client tools and insights are embedded into broader strategies.

Contribute to alignment about Client Activations and Tools across functions, anticipating dependencies and flagging gaps. Support preparation and follow-ups of meetings related to Client Activations and Tools, ensuring next steps and owners are clearly captured.

Support coordination with internal and external partners when needed, ensuring accuracy, consistency, and relevance of client tools, data and activations.

Contribute to team knowledge sharing, standards, and best practices, helping elevate overall maturity of client activations and tools.

Qualifications

2-5 years of experience in CRM, client analytics, analytics enablement, or related fields.

Robust organizational skills with the ability to manage multiple workstreams, timelines, and stakeholders in parallel.

Strong analytical mindset with the ability to synthesize data and inputs into clear summaries and actionable observations.

Excellent written and verbal communication skills; able to simplify complexity without losing rigor. Comfortable producing documentation and stakeholder updates.

Proven project management skills with strong attention to detail and risk anticipation.

High affinity for technology, data, and continuous improvement.

Proactive, collaborative, hands-on, and client-centric mindset with willingness to learn and improve ways of working.

Experience with Power BI and SQL is required. Experience with Salesforce is strongly preferred.

Bachelor’s degree required; advanced degree a plus.

The hiring range for this position ranges from $85,000.00- $110,000.00. The rate of pay offered will be dependent upon candidates' relevant skills and experience.