Referral and Lead Manager

Do you enjoy shaping programs that connect advisors with the right prospects? Are you experienced in building structured frameworks that support growth and improve how organizations manage referrals and lead flow? We’re looking for someone like that who can:

• Lead the development and management of referral programs across GWM US, ensuring clear structures, incentives, and alignment with broader business goals
• Support the evolution of partnership, referral, and lead management frameworks by identifying opportunities to simplify processes, enhance visibility, and improve acquisition outcomes
• Oversee referral activity and lead flow across channels, helping ensure consistent qualification processes and effective routing across the organization
• Build strong relationships with internal stakeholders and external strategic partners to support collaboration and expand referral opportunities
• Provide insights, reporting, and recommendations that help inform strategic decisions and strengthen overall acquisition effectiveness tangibly, in partnership with the internal Business Intelligence team