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 retentionRequirements:
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 TableauLeverage your expertise to innovate customer transition processes at QFG, fostering an inclusive and team-oriented workplace.#J-18808-Ljbffr
📌 Executive Role In Acquisition & Retention Toronto
🏢 Questrade Financial Group
📍 Toronto
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