Investment Lifecycle & Engagement Lead

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto is looking for a Manager, Investments Lifecycle & Engagement. This role focuses on developing strategies to enhance long-term investment relationships and client engagement. Key responsibilities include designing outreach campaigns, collaborating with cross-functional teams, and analyzing program performance. Candidates should possess strong analytical and relationship management skills, along with relevant educational backgrounds in marketing or finance. A competitive compensation and benefits package is provided, along with opportunities for career progression.

Benefits

Competitive compensation

Collaborative team environment

Career progression support

Recognition for high performance

Qualifications

• Strategic and results-oriented mindset essential.
• Strong relationship management experience required.
• Proficiency in presenting ideas to diverse stakeholders.

Responsibilities

• Lead strategies for investment relationship growth.
• Collaborate with partners to meet investment goals.
• Monitor and analyze program performance insights.

Skills

Strategic thinking

Analytical skills

Relationship management

Collaboration skills

Communication skills

Presentation skills

Education

Post-secondary education in marketing, business administration, finance or related field

MBA considered an asset

Job description

A leading financial institution in Toronto is looking for a Manager, Investments Lifecycle & Engagement. This role focuses on developing strategies to enhance long-term investment relationships and client engagement. Key responsibilities include designing outreach campaigns, collaborating with cross-functional teams, and analyzing program performance. Candidates should possess strong analytical and relationship management skills, along with relevant educational backgrounds in marketing or finance. A competitive compensation and benefits package is provided, along with opportunities for career progression.