Marketing Tech & Transformation Lead

National Bank of Canada; Montreal; Hybrid; CAD 110,000 - 190,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management seeks a Senior Advisor, Marketing Technology and Special Projects to transform marketing services for Wealth Advisors across Canada. The role blends strategic thinking with hands-on delivery to build scalable marketing platforms and workflows that improve the advisor-client experience.

The team focuses on transformation, innovation, and operational excellence with a hybrid work model and flexible schedules to support work-life balance.

Qualifications

• University or higher degree with relevant experience in marketing technology and operations.
• Experience with marketing technology platforms, workflows, and digi transformation.
• Proven ability to design and optimize advisor-facing digital solutions.
• Demonstrated ability to lead multi-stakeholder initiatives and collaborate with tech teams.

Responsibilities

• Design advisor-facing digital solutions (sites, microsites, CMS, email tools) to enhance the wealth advisor and client experience.
• Evaluate and improve marketing technology platforms, including automation and DAM workflows.
• Lead marketing technology initiatives by translating business needs into scalable tech solutions.
• Improve processes, resource planning, and platform workflows for efficiency and adoption.
• Develop and monitor performance dashboards and reporting frameworks for insights.
• Identify opportunities to enhance marketing capabilities and advisor support via technology.

Skills

Agility

Change Management

Client-focused

Communication

Decision Making

Driving Results

Emotional Intelligence

Listening

Managerial Courage

Marketing

Meeting facilitation

Mobilization

Negotiation

Organization Skills

Outbound Marketing

Persuasion

Product Marketing

Project Management

Resiliency

Sales & Marketing

Team Alignment

Wealth Management

Education

University certificate + 7 years of experience

Bachelor's degree + 5 years of experience

Master's degree + 3 years of experience

Tools

Content management systems (CMS)

Project management tools

Digital asset management platforms

Marketing automation tools

Email marketing platforms

Job description

National Bank Financial - Wealth Management seeks a Senior Advisor, Marketing Technology and Special Projects to transform marketing services for Wealth Advisors across Canada. The role blends strategic thinking with hands-on delivery to build scalable marketing platforms and workflows that improve the advisor-client experience.

The team focuses on transformation, innovation, and operational excellence with a hybrid work model and flexible schedules to support work-life balance.