Client Engagement Strategy Lead - Growth & Retention

RBC; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

RBC Direct Investing is seeking a Senior Manager, Client Engagement to develop insights and proposals to improve onboarding and engagement with the Direct Investing platform. You will own forecasting and actuals for engagement metrics, including deposits, cross-sell, and platform activity, aiming to optimize client lifetime value.

The role involves leading cross‑functional teams, testing messaging and offers, and delivering strategic insights to drive revenue growth and better client

Qualifications

• Undergraduate degree in business, finance, or related discipline.

Responsibilities

• Collaborate with Digital Marketing and Communications to drive deposits and engagement on the Direct Investing platform.
• Lead cross‑functional teams to reduce client attrition and improve lifecycle value.
• Conduct testing on messaging, content and offers to increase client lifetime value.
• Regularly report to senior management on P&L outcomes of engagement initiatives.

Skills

P&L management

Stakeholder management

Data analysis

Communication

Education

Undergraduate degree in business, finance, or related discipline

Tools

SQL

Python

Job description

RBC Direct Investing is seeking a Senior Manager, Client Engagement to develop insights and proposals to improve onboarding and engagement with the Direct Investing platform. You will own forecasting and actuals for engagement metrics, including deposits, cross-sell, and platform activity, aiming to optimize client lifetime value.

The role involves leading cross‑functional teams, testing messaging and offers, and delivering strategic insights to drive revenue growth and better client