Manager, Investments Lifecycle & Engagement

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

Manager, Investments Lifecycle & Engagement

Location: Toronto, Ontario, Canada

Requisition ID: 243797

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

About the Role

As Manager, Investments Lifecycle & Engagement you will lead the development and execution of strategies to grow long‑term investment relationships and deepen client engagement across multiple initiatives.

Key Responsibilities

• Design and launch campaigns and go‑to‑market plans to grow and deepen retail investment relationships.
• Build always‑on, multi‑channel outreach programs to drive cross‑sell, increase penetration, and grow investment balances.
• Define and manage lead strategies to deliver high‑quality investment opportunities to the field.
• Collaborate with cross‑functional partners to align on investment growth goals and execution.
• Monitor and analyze program performance using reporting and insights, sharing results with stakeholders and refining strategies for continuous improvement.
• Conduct deep‑dive analyses to uncover new opportunities and enhance program effectiveness.
• Champion a customer focused culture and a high‑performance inclusive environment.
• Ensure operations align with Scotiabank’s Values, Code of Conduct and Global Sales Principles, and meet operational, compliance, AML/ATF/sanctions and conduct risk controls.

Qualifications

• Post‑secondary education in marketing, business administration, finance or a related field; MBA considered an asset.
• Strategic thinking and a results‑oriented mindset.
• Strong analytical skills with the ability to translate data into actionable insights.
• Strong relationship management, collaboration, and communication skills.
• Proficiency building and delivering presentations to diverse stakeholders.
• Ability to lead cross‑functional initiatives and deliver complex programmes.
• Experience in marketing, customer strategy, product/program management or client personalization outreach will be beneficial.

Benefits & Expectations

• The opportunity to join a forward‑thinking organization surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in communities for you and our clients.
• Recognition and rewards for high‑performance with support from leadership through meaningful development conversations.
• Clear, transparent criteria to progress in your career.

Working Conditions

• This role is located in our downtown Toronto, ON office. Non‑standard hours may be required to meet business objectives.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

Applicants must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.