Director, HCS Client Strategy – Product

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Establish and uphold a systematic Voice of the Client process throughout the HCS portfolio.

• Evaluate client feedback and account-specific opportunities to pinpoint recurring needs, product deficiencies, and portfolio-wide prospects.

• Collaborate with Client Delivery leaders to explore cross-selling, upselling, product adoption, and service expansion opportunities.

• Formulate growth opportunities and solution concepts at the portfolio level for Client Delivery and Sales.

• Convert client and market demands into product strategy, roadmap priorities, enhancements, automation possibilities, and investment recommendations.

• Create communication and feedback mechanisms among Client Delivery, Product, Technology, Operations, and Sales.

• Track product utilization and adoption, identifying prospects for increasing engagement.

• Recognize opportunities for standardization, reuse, and scalable solutions.

• Collect and integrate market intelligence, competitive insights, advisor feedback, industry trends, and emerging client demands.

• Enhance HCS positioning, value propositions, client presentations, and executive-level discussions.

• Assist in strategic client dialogues necessitating product, market, innovation, or HCS portfolio expertise.

• Develop business cases for product investments, service upgrades, automation, AI capabilities, and strategic initiatives.

• Collaborate with Operations and CoE & Risk on feasibility, scalability, regulatory requirements, controls, and delivery implications.

• Ensure transparency regarding the HCS product roadmap and communicate capabilities, timelines, priorities, and dependencies.

• Inform Client Delivery and Sales teams about product advancements and new capabilities.

• Assess the impact of product and portfolio initiatives, including adoption rates, revenue opportunities, client value, and ROI.

• Foster a culture centered on client-driven innovation, collaboration, commercial insight, transparency, and disciplined prioritization.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and experience.

• A minimum of 7 years of progressive leadership experience is preferred.

• Capability to identify and facilitate existing-client growth opportunities, including cross-selling, upselling, product adoption, and service expansion.

• Experience in generating qualified expansion pipelines and translating client needs into revenue-generating solutions.

• Strong expertise in Voice of the Client methodologies.

• Ability to synthesize client feedback and market insights into actionable product and service strategies.

• Proven experience in aligning product roadmaps and investment priorities with client needs, market demand, and business objectives.

• Proficiency in evaluating product performance, adoption, and investment ROI.

• Success in identifying opportunities for cross-client standardization, scalability, and reuse of products and services.

• Strong cross-functional leadership abilities across Product, Client Delivery, Technology, and other stakeholders.

• Commercial insight with a track record of translating product and portfolio initiatives into measurable revenue growth and client value.

🏝️ Benefits

• Remote work options.

• Flexible working hours.

• Health and welfare benefits commencing from the first day of employment.

• Comprehensive health insurance coverage.

• Optional dental and vision programs.

• Life and disability insurance.

• Retirement savings plan.

• Paid holidays.

• Paid time off (PTO) and/or vacation and sick leave.

• Employee discounts on merchandise, services, travel, and more.

• Opportunities for career advancement.

• Access to training and award-winning learning platforms.

• Positive work environment.

• Culture focused on diversity.

• Eligibility for bonuses or incentives based on business needs.