Platform Owner - Householding - Customer Experience

SUMMARY:

As the Platform Owner, you'll drive the delivery of WesBanco's householding strategy and platform: defining the business rules that govern how customers and commercial relationships are grouped, ensuring those rules are implemented correctly, structuring domiciling, leading system implementation workstreams, and connecting householding data to the platforms and people who rely on it.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Drive the Roadmap

Drives and manages the Householding roadmap in phases for consumer and commercial customers.

Prioritizes phases around concrete business value: relationship-level reporting, banker attribution, sales tracking, and Customer Relationship Management (CRM) data integration.

Owns the business case for householding investment, articulating downstream value to sales enablement, reporting, and relationship management.

Define the Rules

Defines business rules for consumer and commercial households: domiciling logic, member inclusion/exclusion, and household primacy.

Builds the commercial relationship hierarchy framework — grouping business entities, affiliated organizations, and guarantors.

Defines super household logic for complex, high-value relationship structures spanning consumer and commercial products.

Partners with Compliance, Legal, and Risk to align householding logic with FinCEN CDD, GLBA, and applicable data governance requirements.

Maintains a version-controlled rules documentation library — the authoritative record of every householding logic decision.

Partner with Business Leaders

Works with Retail, Commercial, Wealth, and Mortgage leaders to understand how householding design affects their reporting, attribution, sales compensation, and customer views.

Facilitates cross-functional workshops to align stakeholders on household definition decisions — surfacing and resolving competing priorities across lines of business.

Educates business partners on the downstream implications of householding design: how domiciling changes affect sales metrics, banker scorecards, and CRA reporting.

Serves as the escalation point when householding data issues affect downstream systems.

Drive Delivery

Partners with householding and profitability vendors, BSD teams, Strategy and other bank leaders to execute roadmap phases. In conjunction with the PM, drive activities of the core team toward deliverables.

Coordinates business partner activities such as data quality testing, business validation, and parallel-run activities across phases.

Manages release readiness: communications to impacted business lines, training on updated relationship views, post-launch monitoring.

Connects the Ecosystem

Serves as the primary liaison between Householding and downstream platforms — CRM, IBS, online account opening, analytics, and digital banking.

Partners with the CRM Platform Owner to ensure household-level views are accurate and consistent within the CRM.

Own Attribution & Measurement

Defines and maintains the banker attribution model: assignment rules for primary and secondary bankers across all LOBs.

Aligns attribution logic with incentive compensation and performance management frameworks.

Tracks householding data quality KPIs: match rate accuracy, household completion, hierarchy correctness, and attribution coverage.

Delivers regular executive reporting on platform health, data quality, and roadmap progress.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.  You will also be expected to complete all assigned compliance training in a timely manner.

Demonstrated ability to establish business rules, data logic, and governance frameworks in a cross-functional environment.

Strong facilitation and communication skills — comfortable leading business workshops and presenting data strategy to senior leadership.

Ability to manage complex, multi-phase delivery projects with cross-functional dependencies.

Must be detail-oriented focusing on providing the highest quality service to WesBanco internal and external customers

Able to multi-task in a fast-paced environment

Ability to maintain confidentiality.

Proficient in Microsoft Office Products including, Word, Outlook and highly proficient skills with Excel.

Experience with householding solutions, or MCIF systems in a banking context.

Familiarity with banking technology ecosystems.

Experience with banker attribution models or sales performance management in a bank setting.

Bachelor's degree in Business, Finance, Marketing, Information Systems, or related field and/or equal education and experience within banking or financial services required.

Minimum of 5 years in banking or financial services with strong understanding of customer data, relationship banking, or retail/commercial operations, required.

Minimum of 3 years in platform ownership, business analysis, data governance, or product management with direct responsibility for data or technology strategy, required.