• Own the Opportunity Engine roadmap from discovery through delivery • Define requirements for growth action types from Share of Wallet to referral • Make decisions on scope, sequencing, and tradeoffs with clarity and speed • Partner daily with engineering, design, data, and business stakeholders • Run agile ceremonies and ensure your pod has what they need to deliver • Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams • Manage relationships with external partners • Integrate AI capabilities into advisor workflows to drive growth • Use data and machine learning to drive recommendation • Leverage AI to make yourself and your team more effective at building • Define success metrics and track progress toward client excellence and net revenue retention goals • Partner with BI to build dashboards that show pipeline health by advisor, market, and division • Continuously improve based on pilot feedback and usage data