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Manager, Retail Investments Acquisition and Growth
Не указаноПолная занятостьУправление продуктомFinancial Services
Own acquisition and growth strategy for retail investment products, improving customer onboarding, investment penetration, and performance across banking, digital, wealth, and partner channels.
Обязанности
- Define and execute retail investment acquisition strategies across branches, digital channels, and partner journeys
- Lead seasonal campaigns, always-on growth programs, offers, and customer value propositions
- Own acquisition outcomes including sales growth, account openings, funded accounts, customer acquisition, and investment penetration
- Design and optimize end-to-end investment acquisition, onboarding, and entry-point journeys
- Identify customer friction, conversion opportunities, growth segments, and channel improvements
- Drive investment cross-sell and coordinated customer journeys across retail banking, investment, wealth, marketing, sales, digital, and analytics partners
- Establish measurement frameworks, forecasts, growth plans, and success metrics
- Monitor performance and present executive-level insights and corrective recommendations
- Ensure campaigns, offers, and acquisition programs meet regulatory, risk, operational, governance, and compliance requirements
Требования
- Typically 3–5 years of relevant experience and a related post-secondary degree, or an equivalent combination of education and experience
- Experience developing growth, acquisition, marketing, sales, product, or customer strategies in financial services
- Understanding of retail investments, wealth management, customer growth, sales channels, and digital customer journeys
- Advanced analytical skills and the ability to turn customer insights and performance data into strategic recommendations
- Ability to lead cross-functional initiatives, manage competing priorities, and influence partners without direct authority
Условия и преимущества
- Salary range of $70,000 to $150,000 CAD
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives and discretionary bonuses may be available
- Inclusive, equitable, and accessible workplace with accommodations available on request