Professional Consulting - Toronto

Our client in Banking and Finance Industry is looking for Manager, Lifecycle Marketing for Toronto location. This is 12 months contract with a possibility of extension.
 
Job Description:
GROUP INFO:
• This group supports the overall digital investing banking world (Advice Direct, Smart folio, etc).
This team/role will be focused on two areas; New client activation and the marketing lifecycle. They will be looking at client data make sure they are supporting them in 4 main areas; Earlier Tenure-ET (Have they developed a strong relationship within the first year?), realignment (pushing product that further support their day to day), retention (Are we doing everything for this person to keep them?) and share of wallet (Can this client give us more of their wallet? Is there more products they need?)
 
CULTURE:
• This group is brand new within the bank. This group will be very high preforming and very driven. This group will be a pioneer to the future digitation of bank products.
 
EVP (Employee Value proposition):
(Why would someone want this job?)
• We are on a journey to redefine how Canadians invest. Our Digital Investing is uniquely positioned in the marketplace with 3 innovative digital solutions to empower Canadians of all investor levels to make smart investing decisions anytime, anywhere.
 
RESPONSIBILITIES INCLUDE (but are not limited to):
You will be critical to this future. As Manager, Lifecycle marketing you will:
• Drive a best-in-class client experience of cross-channel touchpoints that help clients navigate our suite of Online Investing platforms.
• you’ll cultivate client actions that lead to high engagement and long-term retention
• You will also be embedded in a fully cross-functional Lifecycle Marketing team tasked with developing relevant offers for existing clients, acting as a leader in connecting this work to the overall lifecycle engagement strategy.
• You are creative, collaborative, and enterprising; highly empathic to the needs of clients; endlessly curious; never satisfied with the status quo; and passionate about digital investing, its changing landscape, and our mission.
 
TOP SKILLS / EXPERIENCE:
• Proficiency in excel data and being able to analyze data points and understand the results of their work.
• Strong Word:
• Prior experience creating decks PP: create decks
• Bachelor Degree or Diploma, preferably in Communications or Marketing
• 2-5 years relevant work experience in email channel marketing, CRM, and/or Lifecycle Marketing.
• You are collaborative and enjoy working with others. You have strong interpersonal skills and can build relationships amongst diverse partners and stakeholders within a matrixed organization.
• You are data-driven. You know what questions to ask, you know how to analyze data and you can have a meaningful dialogue with our partners about key metrics.
• You have strong written and verbal communication skills, and present your ideas to colleagues in a clear and compelling way.
• You have very strong attention to detail to ensure operational excellence in executing strategy (highly regulated environment).
• You work with a sense of urgency. You have a track record of successfully executing marketing programs on time. You have strong project management skills and can manage multiple priorities at once.
• You have a strong client focus; excited and passionate about creating great client experiences
• You are a strategic thinker. You know how to analyze marketing problems and have experience creating and executing innovative marketing programs.
• You are self-starter. You are not afraid to take the initiative, set your own priorities and take on new projects. You are motivated by delivering results and take on every project with full accountability and a can-do attitude.
• You are passionate about the digital investing landscape.
 
NICE TO HAVE SKILLS/EXPERIENCE:
• Experience in Financial Services is a plus.
 
EDUCATION/CERTIFICATIONS:
• University degree or college diploma in accounting, finance or a related discipline, or equivalent work experience.
 
Key Accountabilities:
•Onboarding Strategy: In support of our overall ET strategic vision, you will optimize existing onboarding journeys and in collaboration with Client Analytics partner, you will identify, prioritize and develop new journeys that drive high levels of engagement and reveal the full value high engagement.
•Cross-Channel Marketing and Experiences: You will work closely with our partners to develop, manage and optimize ET program targeting across new channels (call centre, secure site and mobile).
•Customer Segmentation: You will leverage qualitative and quantitative data to better understand the various profiles of early tenure clients and to develop ET plans customized based on insights about different customer segments.
•Testing and Analysis : You will work closely with our agency vendor to design, implement, and analyze tests in order to better understand and optimize the impact different CTAs, messaging strategies etc. have on our onboarding programs.
•KPI management: You will define success metrics for our onboarding programs and drive the program to optimize these metrics.
•Reporting: You will analyze overall ET program performance; you will prepare and present reports that reflect the effectiveness and ROI at the journey level; you will provide recommended courses of action based on results.
•Collaboration: You will maintain healthy, productive collaborative working relationships with our cross-functional partners including Customer Marketing Analytics, Product, UX, Sales and Customer Contact Centre
 
 
To apply please send your resume to: j.loyola@maxsys.ca
 
 

Position Type Contract
Application Deadline April 5, 2019
Experience Required 2 years
Job Duration 1 year
Education Required Bachelors