Scotiabank

Manager, Investments Client Growth and Engagement

Scotiabank$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary education in marketing, business administration, finance, or related field
  • Strategic thinking and results-oriented mindset
  • Strong analytical skills to translate data into actionable insights
  • Excellent relationship management and collaboration skills
  • Proficient in delivering presentations to diverse stakeholders
  • Experience managing cross-functional initiatives and complex programs
  • Background in marketing, customer strategy, growth strategy, or product management is beneficial.

Responsibilities

  • Develop and execute short-term growth initiatives for retail investment acquisition and retention
  • Design and launch marketing campaigns and go-to-market plans
  • Develop communication and outreach strategies for retail investments
  • Identify and prioritize strategic opportunities through thorough analysis
  • Build business cases and evaluate investment opportunities for senior leadership
  • Establish performance frameworks and KPIs to measure impact
  • Coordinate with external partners and manage cross-functional collaborations for campaign development.

Benefits

  • Join a forward-thinking and collaborative team of innovative thinkers
  • Diverse opportunities for professional development and career growth
  • Internal training programs to support skill enhancement
  • Inclusive work environment that fosters creativity and curiosity
  • Work in a modern ecosystem with access to various collaboration spaces and amenities.
Full Job Description
Requisition ID: 269168 Contributes to the overall success of the Retail Banking in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The Manager, Investments Client Growth and Engagement, will design and execute short term and long term strategic initiatives that drive growth across our retail investment business. Sitting at the intersection of strategy, analytics, client behavior, and execution, you will identify opportunities to grow assets, deepen client relationships, and improve customer lifetime value. The role will leverage data, customer insights, and market opportunities to develop growth initiatives, outreach campaigns to new and existing clients, and manage cross-functional programs that deliver measurable business results. This role offers meaningful exposure to senior stakeholders across Product, Analytics, Marketing, Client Experience, Channel, and Advisor teams. Is this role right for you? In this role, you will: - Growth Strategy, Client Engagement & Campaign Execution: - Develop and execute short term growth initiatives that increase retail investment acquisition, engagement, retention, and assets under management. - Design and launch campaigns and go-to-market plans. - Develop retail investments communication and outreach strategy - Define and manage strategies to deliver high quality opportunities to the field - Insights, Business Cases & Performance Measurement - Identify and prioritize strategic opportunities through analysis of client behavior, market trends, competitive dynamics, and business performance. - Build business cases, evaluate investment opportunities, and recommend actions to senior leadership. - Establish performance frameworks, KPIs, and reporting to measure impact and inform decisions. - Translate complex data into actionable insights and executive-level recommendations. - Cross-Functional Delivery, Partnerships & Risk Alignment: - Manage external partners as part of new campaign development - In partnership with marketing and communications teams, lead development of mass marketing initiatives (including advertising creatives, client emails, media and partnership opportunities) - Partner with Product, Analytics, Distribution, Marketing, Client Experience, and Financial Planning teams to shape strategic priorities and drive execution. - Manage short term initiatives with cross-functional teams through ambiguity, aligning stakeholders around strategic objectives and delivering results. - Foster a culture of continuous improvement, testing, and innovation to accelerate growth and client outcomes. - Ensure all initiatives align with the Bank's risk management framework, risk culture, and strategic priorities. - Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. - Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. - Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. - Champions a high performance environment and contributes to an inclusive work environment. Do you have the skills to succeed in this role? We'd love to hear from you if you have: - Post-secondary education in marketing, business administration, finance or a related field - Strategic thinking and a results-oriented mindset. - Strong analytical skills with the ability to translate data into actionable insights. - Strong relationship management, collaboration, and communication skills. - Proficiency in building and delivering presentations to diverse stakeholders. - Ability to manage cross-functional initiatives and deliver complex programs. - Experience in marketing, customer strategy, growth strategy, product management or client personalization outreach will be beneficial. What's in it for you? - The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers - A rewarding career path with diverse opportunities for professional development - Internal training to support your growth and enhance your skills - An inclusive working environment that encourages creativity, curiosity, and celebrates success! - Work in an Ecosystem; a bright, modern space where you'll have access to group seating, offices, collaboration spaces, a cafeteria with different options daily, a bistro, and more Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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