Lead customer research and product strategy for large financial projects, defining value, prioritizing work, directing web/app UI/UX, aligning stakeholders, and improving KPIs after release.
About this role
This account manager role sits in the alliance business for WealthNavi, where the company develops and operates the automated investment service WealthNavi. The alliance team works with financial institutions and other companies to create B2B2C services that combine WealthNavi’s product capabilities with partner assets and reach partner customer bases. The role focuses on growing these collaborative services and may also contribute to new business models and company-wide projects.
The work includes coordinating with partner companies, planning and executing web strategies and promotion measures, and using data analysis to verify results, identify issues, and improve initiatives. It also includes advancing digital transformation and process improvement in existing operations. Required experience includes analyzing data and taking an improvement plan from issue identification through execution, achieving business KPIs by driving a PDCA cycle, promoting projects with internal departments, and conducting external negotiations.
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