Scotiabank

Manager, Strategic Partnerships & Client Experience

Scotiabank$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Business, Marketing, Communications, or related discipline.
  • 3-5 years of experience in event coordination, strategic partnerships, client experience, or business development.
  • Experience in end-to-end event management including logistics coordination and vendor liaison.
  • Strong knowledge of the wealth management business and client needs.
  • Solid understanding of financial and medical communities for strategic initiatives.
  • Skilled in leveraging data and analytics for informed decision-making.
  • Demonstrated project management capability for concurrent complex initiatives.
  • Excellent written and verbal communication skills, producing polished materials.
  • Proficient in Microsoft Office tools (Excel, PowerPoint, Word, Outlook).
  • Willingness to travel domestically for events.

Responsibilities

  • Support the execution of strategic planning for partnerships by providing research and analysis.
  • Conduct market research and client feedback analysis to identify improvement opportunities.
  • Prepare compelling presentations and reports for senior leadership aligned with objectives.
  • Implement client experience strategies to enhance engagement and retention.
  • Coordinate planning and logistics for events including briefings and appreciation events.
  • Collaborate with stakeholders to develop event concepts aligned with strategic goals.
  • Support post-event reporting and continuous improvement efforts.

Benefits

  • Opportunities for domestic travel to support events and partner engagement.
  • Exposure to high-level strategic initiatives and senior leadership.
  • Development of strong relationships with external vendors and internal teams.
  • Involvement in projects that promote client-centric thinking.
  • Contributing to a high-performance and inclusive work environment.
Full Job Description
Requisition ID: 264647

Purpose

Reporting directly to the Senior Manager, Strategic Partnerships & Client Experience, the Manager, Strategic Partnerships & Client Experience provides essential strategic and operational support to drive client engagement, acquisition, and retention across Scotia Wealth Management. This role plays a vital support function in translating strategic direction into action, with particular emphasis on supporting event planning, coordination, and activation that strengthens partnerships and elevates client and partner experiences. The Manager leverages data-driven insights, strong relationship skills, and exceptional organizational ability to support the delivery of integrated programs across medical, professional, and corporate segments. This role requires domestic travel to support event execution and partner engagement.

What you will be doing:

Strategy Support
  • Support the Senior Manager in executing the annual and long-term strategic planning process for Strategic Partnerships across Scotia Wealth Management, providing research, analysis, and materials to enable informed decision-making.
  • Conduct market research, client feedback analysis, and competitive benchmarking to inform experience design and strategy, identifying opportunities for improvement and translating insights into clear, actionable recommendations.
  • Prepare high-quality presentations, briefings, and reports for senior leadership, ensuring outputs are compelling, data-driven, and aligned with enterprise objectives.
  • Support the implementation of client experience strategies that enhance engagement, acquisition, and retention across key segments, ensuring outputs include actionable client profiles that highlight sales opportunities.
  • Collaborate with internal teams to ensure alignment with enterprise objectives and seamless cross-functional execution.


Event Planning & Activation Support

  • Support the planning, coordination, and execution of events including partner briefings, client appreciation events, conferences, networking activations, and specialized programs across key segments.
  • Assist with event logistics including venue coordination, vendor liaison, budget tracking, attendee coordination, and on-site support.
  • Collaborate with internal stakeholders and external partners to support the development of event concepts and themes that align with strategic objectives and strengthen brand presence.
  • Travel domestically as required to provide on-site support at events, partner meetings, and client-facing activations.
  • Support post-event debriefs, feedback collection, and reporting to inform continuous improvement and track return on investment.
  • Assist in tracking program performance and preparing reports for leadership, highlighting attendance, engagement metrics, ROI, and opportunities for enhancement.


Client Journey & Experience

  • Support the design, mapping, and ongoing optimization of end-to-end client and partner journeys, ensuring personalized, data-driven experiences across all touchpoints.
  • Leverage analytics, voice-of-client insights, and behavioral data to identify pain points, create solutions that improve satisfaction and loyalty, and inform client profiles for targeted growth.
  • Champion initiatives that embed client-centric thinking into programs, events, and campaigns, ensuring measurable impact on engagement and acquisition.


Marketing & Communications

  • Support the execution of marketing initiatives that reinforce the client experience strategy and amplify brand visibility across target segments.
  • Contribute to integrated communication plans across digital, social, and experiential channels to promote programs, events, and partnerships.
  • Monitor campaign and event performance, providing recommendations for optimization based on analytics and engagement metrics.


Relationship & Stakeholder Support

  • Build and maintain strong relationships with external vendors, event partners, and internal stakeholders to ensure seamless program and event delivery.
  • Act as a subject matter expert on event support best practices and client journey insights, supporting cross-functional teams in driving excellence.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring 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.
  • Champion a high-performance environment and contribute to an inclusive work environment.


Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • Undergraduate degree in Business, Marketing, Communications, or a related discipline.
  • 3-5 years of experience in event coordination, strategic partnerships, client experience, or business development within a medium to large organization.
  • Demonstrated experience supporting end-to-end event management, including logistics coordination, vendor liaison, budget tracking, and on-site support.
  • Strong knowledge of the wealth management business, including products, services, and client needs.
  • Solid understanding of financial and medical communities to inform strategic partnerships and client experience initiatives.
  • Skilled in leveraging data and analytics to inform decisions, optimize programs, and measure impact.
  • Demonstrated project management ability; capable of supporting multiple complex initiatives concurrently under tight deadlines.
  • Highly adaptable with a continuous improvement mindset and strong organizational skills.
  • Exceptional written and verbal communication skills; capable of producing polished, senior-audience-ready materials.
  • Proficient in Microsoft Office (Excel, PowerPoint, Word, Outlook).
  • Willingness and ability to travel domestically on a regular basis in support of events and partner engagements.
  • Bilingualism is an asset.


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

Similar Jobs

More Jobs at Scotiabank

More Finance & Insurance Jobs

Find similar Manager, Strategic Partnerships & Client Experience jobs: