Manager, Investments Lifecycle & Engagement (Toronto, ON)

We are committed to investing in our employees and helping you continue your career at Scotiabank.  

As Manager, Investments Lifecycle and Engagement, you will lead the development and execution of strategies to grow long-term investment relationships and deepen client engagement across multiple initiatives. You’ll use data-driven insights to understand client journeys and deliver personalized, multi-channel outreach programs that drive cross-sell, attract new investment clients, and grow balances with existing ones. This role involves end-to-end ownership of large-scale outreach programs and close collaboration across key teams including Product, Analytics, Marketing, Client Experience Centre, Advisor & Service Effectiveness, and Scotia Financial Planning. 

Is this role right for you? In this role, you will: 

• Design and launch campaigns and go-to-market plans to grow and deepen retail investment relationships. 

• Build always-on, multi-channel outreach programs to drive cross-sell, increase penetration, and grow investment balances. 

• Define and manage lead strategies to deliver high-quality investment opportunities to the field. 

• Collaborate with cross-functional partners to align on investment growth goals and execution. 

• Monitor and analyze program performance using reporting and insights, sharing results with stakeholders and refining strategies for continuous improvement. 

• Conduct deep-dive analyses to uncover new opportunities and enhance program effectiveness. 

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Champion a high-performance environment and contribute to an inclusive work environment.

• Actively pursue effective and efficient operations of your respective area in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills to succeed in this role? We’d love to hear from you if you have: 

• Post-secondary education in marketing, business administration, finance or a related field. MBA considered an asset. Applications from recent graduates will be considered. 

• Strategic thinking and a results-oriented mindset. 

• Strong analytical skills with the ability to translate data into actionable insights. 

• Strong relationship management, collaboration, and communication skills. 

• Proficiency in building and delivering presentations to diverse stakeholders. 

• Ability to lead cross-functional initiatives and deliver complex programs. 

• Experience in marketing, customer strategy, product/program management or client personalization outreach will be beneficial. 

What's in it for you?

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our clients.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.

Working Conditions

• This role is located in our downtown Toronto, ON office location. Non-standard hours may be required to meet business objectives.