As the senior CRM leader for Trade, this role acts as a strategic partner and functional leader: translating commercial objectives into effective CRM solutions, leading and developing the CRM & Email team, and partnering across Sales, Marketing, Data, Technology and DTC CRM & Retention to continually improve the advisor experience. Success in this role is demonstrated through a combination of CRM transformation, commercial outcomes, team capability and cross-functional leadership: CRM Transformation & Innovation: Deliver a clear Trade CRM roadmap and expand automated, personalized and lifecycle-based advisor journeys.