Join Questrade Financial Group as an executive leader focusing on customer acquisition and retention. Utilize AI-driven insights to transform client onboarding and maximize conversion rates.

As the Director of Acquisition and Retention, you'll spearhead initiatives that enhance customer experiences during the critical onboarding phase. This role requires a strategic leader with expertise in Sales Effectiveness and a passion for optimizing conversion velocities across various engagement channels.

Key Responsibilities:



• Direct a specialist-driven Growth Middle Office • Enhance customer onboarding through optimized engagement strategies • Collaborate with WFM to ensure service levels during peak periods • Manage metrics including conversion rates and client satisfaction • Advocate for AI solutions to improve retention

Requirements: • Degree in Business, Finance, or Engineering • 10+ years of progressive leadership in Financial Services • Experience managing large teams in high-volume settings • Solid foundation in sales frameworks and CRM systems • Skilled in data visualization tools like Tableau

Leverage your expertise to innovate customer transition processes at QFG, fostering an inclusive and collaborative environment. #J-18808-Ljbffr

📌 Executive Role in Acquisition & Retention (Winnipeg)
🏢 Questrade Financial Group
📍 Winnipeg