Drive impactful customer transitions at Questrade Financial Group as the Director of Client Acquisition and Retention. This executive role integrates AI and operational strategies to enhance client onboarding experiences.
QFG is seeking a Director with extensive experience in financial services to optimize conversion velocity during the client lifecycle. Key responsibilities include orchestrating a Growth Command Center and collaborating with cross-functional teams to streamline onboarding processes while fostering a culture of ownership and accountability across specialized teams.
Key Responsibilities:
• Orchestrate the growth transition from lead to funded account
• Manage multi-channel engagement for maximum conversion




• Collaborate with Workforce Management for resource optimization
• Oversee performance metrics and Growth Scorecard via data analysis
• Integrate AI for predictive analytics to enhance retention
Requirements:
• University degree in Business, Finance, or Engineering
• 10+ years in Financial Services or Fintech leadership
• 5+ years in senior sales management roles
• Expert in Salesforce and conversion frameworks
• Proficiency in SQL, Power BI, or Tableau
Lead innovative strategies in acquisition and retention to drive success at QFG in a hybrid work workplace.
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📌 Director of Client Acquisition & Retention (Toronto)
🏢 Questrade Financial Group
📍 Toronto