06 Aug
|
Questrade Financial Group
|
Canada
06 Aug
Questrade Financial Group
Canada
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 retentionRequirements:
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 TableauLead cutting-edge strategies in acquisition and retention to drive success at QFG in a hybrid work setting.#J-18808-Ljbffr
📌 Director Of Client Acquisition & Retention Toronto (Canada)
🏢 Questrade Financial Group
📍 Canada