Director, Retail Investments Client Growth & Engagement (Toronto)

Director, Retail Investments Client Growth & Engagement (Toronto)

22 Aug
|
Scotiabank
|
Toronto

22 Aug

Scotiabank

Toronto

Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Director, Retail Investments Client Growth & Engagement Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Retail Investments Client Growth & Engagement is responsible for accelerating profitable growth across the Retail Investments portfolio, including Mutual Funds, Registered Plans, GICs, and other investment solutions. The role leads the strategic assessment of opportunities across client acquisition, investment penetration, engagement and retention. This role also leads the team to execute those opportunities through targeted campaigns, partnerships, client journeys and field engagement, working with partners across customer insights, marketing, and distribution to drive net sales growth and AUM. Is this role right for you? In this role, you will: Develop and execute the client acquisition and engagement strategy for the Retail Investments portfolio, identifying opportunities to increase number of clients, investment penetration, engagement, retention, and assets under management. Define and track key business metrics across the client lifecycle, including acquisition, activation, cross-sell, retention, sales,



and AUM growth. Identify and prioritize the highest-value growth opportunities through analysis of customer behaviour, market trends, competitive insights, and portfolio performance. Lead the development and execution of acquisition, engagement, and retention strategies across the Retail Investments portfolio, including Mutual Funds, GICs, and Registered Plans. Translate strategic priorities into actionable growth initiatives, including campaigns, client journeys, lead generation programs, offers, communication/marketing strategies and personalization strategies. Lead cross-functional squads and influence stakeholders across Product, Marketing, Analytics, Digital, Channels, Distribution, Finance, and Operations to deliver business results. Leverage customer insights, analytics, research, and test-and-learn methodologies to optimize conversion, engagement, client outcomes, and return on investment. Champion a customer-centric approach to growth, ensuring value propositions, client experiences, and engagement strategies align to the needs of mass and strategic customer segments. Manage and optimize marketing and incentive investments, developing business cases and performance measurement frameworks to maximize growth and profitability. Ensure all initiatives are executed in accordance with applicable regulatory requirements,

📌 Director, Retail Investments Client Growth & Engagement (Toronto)
🏢 Scotiabank
📍 Toronto

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