Kelly Wilson III in

Kelly Wilson III

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Former Head of Personal Banking Strategy | Independent Banking & Financial Services Consultant at Full-time
📍 New York City Metropolitan Area, United States

Kelly is a banking executive with over two decades of experience at institutions like HSBC, JPMorgan Chase, and Citibank. He specializes in developing and executing strategies for product propositions, customer retention, and marketing to drive revenue and expand market share. He is a graduate of Columbia Business School and American University.

Outside of work, Kelly is deeply involved in community service, serving as the President and Board Chair of the Sigma Zeta Lambda Education Fund. He has also been a board member for the YMCA and the Morris County Urban League. He resides in New Jersey with his wife, Stephanie, and their son.

He is the Former Charter President of the Sigma Zeta Lambda Alumni chapter of Alpha Phi Alpha Fraternity in Morristown, NJ.

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Experience
7 Years
Current Role
Former Head of Personal Banking Strategy | Independent Banking & Financial Services Consultant
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Kelly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kelly cares about

Customer Retention
His most recent role at HSBC was Head of Retention Strategy, where he focused on reducing customer attrition and increasing product penetration.
Go-to-Market Strategy
He has extensive experience launching new products and services, including leading the launch of HSBC's small business brand in the US.
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Career

Work history

8-2023
Former Head of Personal Banking Strategy | Independent Banking & Financial Services Consultant
Full-time
1-2022 - 7-2023
Head of US WEALTH & PERSONAL BANKING (WPB) Retention Strategy and Propositions
HSBC
1-2021 - 1-2022
Head of Proposition - US Business Banking, North America|Wealth and Personal Banking at HSBC,USA
HSBC
6-2018 - 1-2021
Head of Personal Banking Strategy & Propositions, North America | Retail Bank Wealth Management
HSBC, RBWM, USA, N.A
6-2018
Global Liquidity Cash Management Client Engagement Sector Lead, North America | Conceptual Planning
HSBC Commercial Banking - Global Liquidity & Cash Management
In the press

Media appearances

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Education
Senior Executive Graduate Business Program
Columbia Business School
BS/BA
American University - Kogod School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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