RBC Direct Investing is RBC’s online retail brokerage offering industry-leading tools and research to help clients pick the right investments, place trades quickly and track how they are doing. As Senior Manager, Client Engagement, you will be accountable for developing insights and proposals to improve our client’s onboarding and engagement with the product to achieve key business targets. You will own from forecasting to actuals - the engagement metrics including funding rates, account cross-sell rates, and monthly/daily activity rates on the platform, all with the goal of optimizing client lifetime value.

Collaborate with Digital Marketing and Communication teams to create a strategy that drives asset deposits and recurring activity/engagement with the Direct Investing platform

Conduct testing on messaging, content and offer combinations to drive an increase in client lifetime value

Report regularly to senior management on P&L; outcomes of the engagement portfolio, including campaigns and tactics, recent market trends, and key opportunities and risks

Transform data into strategic insights for decision making, by both participating and driving programs from initiation to completion to ensure actionable insights are implemented

Drive revenue growth through business planning, and being accountable for P&L; outcomes for the Direct Investing Engagement portfolio

Partnering with stakeholders, deliver solutions to address client needs,



close product gaps and continuously improve the client experience

Undergraduate degree in business, finance, or related discipline

3+ years of relevant experience managing P&L; outcomes, leading initiatives or developing and delivering on strategy

A critical thinking, analytical mindset with a data-led approach to decision making

Proficiency with SQL, Python, R, or other equivalent analytical tools

Experience with analytics of a digital product

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Communication, Critical Thinking, Group Problem Solving, Knowledge Organization, Long Term Planning, Product Development Lifecycle, Product Manufacturing, Product Services, Product Testing, Waterfall Model

Full time

WEALTH MANAGEMENT

Posted Date:

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and chance for all.

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📌 CHARGE CLIENTELE SENIOR RETAIL (Toronto)
🏢 RBC
📍 Toronto