Senior Manager, Client Segment Strategy & Execution

Infotek Consulting Inc.; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Infotek Consulting Inc. is seeking a Senior Manager, Client Segment Strategy & Execution to lead growth, engagement, and client experience strategies across priority client segments in the Canadian financial services market.

The role demands direct consumer/retail banking experience, the ability to influence senior executives, and a track record of delivering measurable outcomes through cross‑functional initiatives, analytics, partnerships, and executive storytelling.

Qualifications

• 8–10+ years of progressive experience in financial services, consumer/retail banking, client strategy, segment management, partnerships, business development, or a related field.
• Significant direct consumer/retail banking experience with knowledge of client acquisition, engagement, retention, and customer experience.
• Proven success developing and executing growth strategies with measurable business outcomes.
• Experience leading large-scale, cross-functional initiatives and influencing senior stakeholders.

Responsibilities

• Develop and execute strategic roadmaps that drive acquisition, engagement, retention, and business growth.
• Leverage consumer/retail banking expertise and market insights to identify opportunities and develop differentiated client strategies.
• Serve as a subject matter expert for assigned segments and translate insights into actionable growth plans.
• Lead initiatives that improve client experience, engagement, loyalty, and financial outcomes.
• Develop executive reporting, business cases, and recommendations based on data and performance metrics.
• Lead complex, large-scale initiatives across business, product, technology, operations, marketing, and other functions.
• Influence senior stakeholders and executives, building alignment and securing support for strategic priorities.
• Develop and deliver executive-level presentations and compelling business stories that translate complex information into clear recommendations.
• Develop strategic partnerships that support segment growth and strengthen client relationships.
• Manage budgets, investments, and resource allocation, ensuring alignment with business objectives and ROI.
• Build and maintain senior relationships with internal stakeholders and external partners.
• Lead and coordinate onshore and offshore teams across strategic initiatives and delivery programs.
• Establish clear objectives, accountability, and execution expectations across geographically distributed teams.
• Mentor team members and foster effective cross-functional collaboration.

Skills

Executive communication

Stakeholder management

Cross-functional leadership

Budget management

Data analysis

Job description

Job Description

We are seeking a strategic, results-driven Senior Manager, Client Segment Strategy & Execution to lead growth, engagement, and client experience strategies across priority client segments. The ideal candidate will have direct consumer/retail banking experience, strong financial services expertise, and a proven ability to influence senior executives and lead complex, cross-functional initiatives.

The successful candidate will develop and execute segment strategies that drive client acquisition, engagement, retention, share of wallet, and business growth, while leveraging client insights, analytics, partnerships, and market intelligence to deliver measurable outcomes.

Key Responsibilities

• Develop and execute strategic roadmaps that drive acquisition, engagement, retention, and business growth.
• Leverage consumer/retail banking expertise and market insights to identify opportunities and develop differentiated client strategies.
• Serve as a subject matter expert for assigned segments and translate insights into actionable growth plans.

Client Experience & Analytics

• Use client, market, financial, and performance insights to identify opportunities and inform strategic and investment decisions.
• Lead initiatives that improve client experience, engagement, loyalty, and financial outcomes.
• Develop executive reporting, business cases, and recommendations based on data and performance metrics.

Executive & Cross-Functional Leadership

• Lead complex, large-scale initiatives across business, product, technology, operations, marketing, and other functions.
• Influence senior stakeholders and executives, building alignment and securing support for strategic priorities.
• Develop and deliver executive-level presentations and compelling business stories that translate complex information into clear recommendations.
• Develop strategic partnerships that support segment growth and strengthen client relationships.
• Manage budgets, investments, and resource allocation, ensuring alignment with business objectives and ROI.
• Build and maintain senior relationships with internal stakeholders and external partners.
• Lead and coordinate onshore and offshore teams across strategic initiatives and delivery programs.
• Establish clear objectives, accountability, and execution expectations across geographically distributed teams.
• Mentor team members and foster effective cross-functional collaboration.

Qualifications

• 8–10+ years of progressive experience in financial services, consumer/retail banking, client strategy, segment management, partnerships, business development, or a related field.
• Significant direct consumer/retail banking experience with knowledge of client acquisition, engagement, retention, and customer experience.
• Financial services experience, including exposure to B2B and/or institutional environments.
• Proven success developing and executing growth strategies with measurable business outcomes.
• Experience leading large-scale, cross-functional initiatives and influencing senior stakeholders.
• Strong executive communication, presentation, storytelling, and stakeholder management skills.
• Strong strategic, analytical, commercial, and financial acumen.
• Experience leading or managing onshore and offshore teams.
• Demonstrated ability to operate strategically while driving strong execution.

AI in Hiring Notice

As part of our recruitment process, AI-assisted tools may be used to support certain hiring activities, such as application screening and candidate assessment. All hiring decisions are made in accordance with applicable laws and are subject to human review.