Associate Manager, Lifecycle Marketing

Equitable Group; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution that is redefining the banking experience for Canadians. As an Associate Manager in Lifecycle Marketing, you will play a pivotal role in driving customer engagement through innovative marketing campaigns. Collaborate with diverse teams to create impactful customer journeys and leverage analytics to enhance performance. This is an exciting opportunity to work in a dynamic environment where your insights will shape the future of banking. If you are passionate about customer communication and thrive in a fast-paced setting, this role is perfect for you.

Benefits

Competitive discretionary bonus

Market-leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up

Generous vacation policy and personal days

Virtual events to connect colleagues

Annual professional development allowance

Qualifications

• 3-5 years of experience in lifecycle or email marketing.
• Strong analytical skills for data analysis and A/B testing.
• Experience in developing creative briefs and actionable feedback.

Responsibilities

• Lead execution of marketing initiatives for onboarding and product adoption.
• Build and optimize automated customer journeys across lifecycle stages.
• Use data-driven analysis to improve performance and advocate for customers.

Skills

Lifecycle Marketing

Email Marketing

CRM Software

Data Analysis

A/B Testing

Customer Communication

Project Management

Interpersonal Communication

Education

Post-secondary education in Marketing

Commerce or related fields

Tools

MS Dynamics

Salesforce Marketing Cloud

Job description

Join a Challenger

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions, and learn together.

We are a big (and growing!) family. Overall, we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together, we have over $125 billion in assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work

Reporting to the Senior Manager, Personal Banking Growth, the Associate Manager, Lifecycle Marketing, is responsible for supporting key engagement initiatives and managing the end-to-end implementation and evaluation of product marketing campaigns and automated lifecycle journeys for EQ Bank. This role involves executing customer-facing communications to drive engagement KPIs—including customer onboarding and activation, deposit balance growth, product/feature adoption, and primary banking behaviors—while leveraging creative resources, analytics, and CX insights.

The Core Responsibilities

• Lead the end-to-end execution of marketing initiatives supporting onboarding, funding, product adoption, and deposit growth.
• Build and optimize automated customer journeys across lifecycle stages, including message development, testing, and reporting.
• Manage the creative development process, including writing creative briefs and ensuring flawless execution of marketing campaigns. Work closely with internal agencies, product partners, and legal/compliance teams to deliver innovative and impactful programs for our customers.
• Use data-driven analysis and customer insights to test messaging and channels, continuously improving performance.
• Advocate for the customer within the marketing team, ensuring high-quality interactions across all lifecycle stages and channels.
• Coordinate with stakeholders such as Legal, Compliance, Contact Centre, and Operations to ensure alignment on communication and timing.
• Collaborate with Customer Care, CX, and Product teams to identify and address customer pain points, ensuring an omni-channel customer experience.

Let's Talk About You

• 3–5 years of experience in lifecycle or email marketing, with familiarity in CRM software (e.g., MS Dynamics or Salesforce Marketing Cloud) and CASL regulations.
• Strong understanding of customer communication principles, including clarity, tone, and relevance across various touchpoints.
• Experience developing clear, focused creative briefs and providing actionable feedback to translate campaign objectives into effective communications.
• Strong analytical skills, with the ability to analyze data and conduct A/B testing to inform strategies.
• Passion for customer insights and communications to achieve business objectives.
• Excellent time management skills to manage multiple projects effectively.
• Self-starter capable of managing projects independently and building relationships with stakeholders.
• Strong verbal, written, and interpersonal communication skills.
• Experience working in a fast-paced, agile environment with a track record of delivering results.
• Post-secondary education in Marketing, Commerce, or related fields.
• Financial Services experience is an asset.

What We Offer [For full-time permanent roles]

• Competitive discretionary bonus
• Market-leading RRSP match program
• Medical, dental, vision, life, and disability benefits
• Employee Share Purchase Plan
• Maternity/Parental top-up
• Generous vacation policy and personal days
• Virtual events to connect colleagues
• Annual professional development allowance and career development programs
• A fulfilling opportunity to join a top FinTech and help create a new banking experience

Equitable Bank is deeply committed to inclusion. We support and encourage our staff to grow both professionally and personally, respecting diverse experiences and perspectives. We provide a barrier-free recruitment process and work environment. Please inform us of any accommodations needed to bring your best self to the application process and beyond. All candidates considered for hire must pass a criminal background check and credit check. We will contact only those candidates whose skills and qualifications closely match the role requirements.

We look forward to getting to know you!