Requisition ID: 275023

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose
The Senior Manager, Digital Investments Distribution is responsible for driving the development and execution of digital distribution capabilities across markets, enabling scalable and efficient growth through digital onboarding, transactions, and advisory solutions. This role enhances client access to investment products, improves digital client experience, and supports the evolution towards hybrid advisory models that combine digital and human interaction.

Accountabilities
Strategy Execution & Regional Delivery
• Support the execution of the regional digital distribution investments strategy, ensuring alignment with business priorities and investment growth objectives.
• Translate strategic priorities into roadmaps, milestones, and delivery plans for regional and local teams.
• Identify execution gaps and recommend adjustments to improve adoption and impact across markets.

Client Journey & Digital Growth
• Design and continuously optimize end-to-end digital journeys for investment distribution across digital channels (i.e, mobile app, web) covering acquisition, onboarding, advice, investment, and post-investment engagement.
• Translate business growth objectives into clear digital journeys, defining client flows, decision points, content, and calls-to-action aligned to target segments.
• Partner with Digital teams, Technology, UX, Product, Marketing and local Distributions & Segment Teams to ensure journeys are simple, scalable, and executable across markets.
• Integrate digital journeys into regional investment campaigns, ensuring consistency between journey design, campaign messaging, and execution.
• Drive initiatives focused on:
o Acquisition of new investment clients through digital journeys
o Growth of existing clients through increased penetration, balances, and engagement.
o Define and track journey-level KPIs (conversion, drop-off, activation, flows, repeat usage) to
accelerate net new money flow through digital channels.
• Continuously refine journeys based on performance data, client behavior, and local market feedback.
• Ensure seamless, intuitive, and client-centric experiences

Digital Advisory Enablement
• Enable digital advisory capabilities and hybrid models.
• Ensure alignment between digital and front-line advisory experiences.
• Support the evolution of advisory through digital tools and solutions.

Governance & Implementation Oversight
• Support governance structures to ensure consistent implementation of digital initiatives across countries.
• Provide standards, playbooks, and execution guidelines to local Distribution Teams.
• Track progress, manage risks, and escalate execution issues as needed to senior leadership Innovations & Continuous Improvement
• Support the development and rollout of digital investment advice that enhance client experience and scalability.
• Partner with Product, Technology, and Digital teams to test, refine, and scale successful initiatives.
• Contribute to pilot programs and regional enhancements based on market feedback and performance results.

Collaboration & Stakeholder Management
• Act as the liaison between International Investments Distribution, Digital Teams, Technology, Product, and local markets.
• Work closely with Distribution Directors and Senior Managers to align execution plans and priorities.
• Support stakeholder engagement across Wealth, and Distribution channels to embed investment capabilities into advisory models.
• Translate business requirements into effective digital solutions.
• Ensure timely delivery and adoption of new features.

Digital Performance & Optimization
• Track digital KPIs including adoption, engagement, and digital sales.
• Identify opportunities to improve conversion and client experience.
• Drive continuous optimization of digital channels.

Cross-Market Scalability
• Ensure digital solutions are scalable across markets.
• Balance regional consistency with local customization needs.

Complexity of Position
• Operate at a regional level, designing frameworks that can be executed consistently but flexibly across diverse markets.
• Requires strong execution leadership, analytical skills, and the ability to manage multiple initiatives in parallel.
• Balances regional consistency with local market flexibility.
• Influences outcomes through collaboration rather than direct authority.

Education / Experience / Other Information
• Minimum 10-12 years of experience in financial services, with 4-6 years in digital distribution, digital banking, investment platforms or advisory enablement.
• Proven experience executing and scaling digital initiatives across multiple markets or business lines.
• Strong understanding of investment distribution, advisory models, and digital client journeys (app and web).
• Demonstrated ability to design and implement digital client journeys and campaigns that drive adoption, client acquisition, and asset growth.
• Solid experience working in cross-functional environments.

Location(s): Canada : Ontario : Toronto