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Senior Manager, Digital Wealth Marketing

Job title: Senior Manager, Digital Wealth Marketing

Company: Aviso Wealth

Job description: Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We’re looking for a Senior Manager, Digital Wealth Marketing to join our Marketing, Communications and Digital Experience team.

Reporting to the Digital Wealth Marketing Director, the Senior Manager, Digital Wealth Marketing is the Team’s program owner responsible for program management through agile practices. This role is also responsible for the development and execution of “shareable” content across multiple channels, and B2B partner marketing programs.

Working in partnership with the Digital Wealth Marketing Director, you will contribute to and support our B2B marketing strategy to strengthen our relationship with our Credit Union, National and Affiliate partners to drive growth in this channel.

In terms of personal characteristics, the ideal candidate is a self-starter who takes initiative and thrives in a growing/evolving environment. Someone who is a strong program and project manager with proven expertise and a passion for quality execution. As an evolving and growing business, there is an expectation that the incumbent will be hands on in the business and therefore equally involved with development and execution.

Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
  • Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

Agile program management

  • Work with internal and external stakeholders to analyze needs and align the marketing roadmap to the strategic goals of the Digital Wealth business line
  • Owns the marketing

in partnership with the Digital Wealth Marketing Directors * Develop scope and define backlog items (
/features/ ) that guide the agile marketing team * Solve problems, make recommendations, and complete trade-off analysis to stay on track towards marketing deliverable commitments

  • Assess value, develop cases, and prioritize stories, epics, and themes to ensure work focuses on those with maximum value aligned to the marketing and business strategy
  • Develop and maintain an appropriately prioritized backlog of user stories for implementation
  • Act as an ambassador for marketing internally and externally and as the primary contact for queries related to the marketing activities
  • Collaborate with stakeholders to understand project background, key objectives, key messaging, and insights to write comprehensive project, creative, and media briefs
  • Develop detailed briefs so they are clearly understood by all internal and external stakeholders
  • Understand and track our competitor’s advertising and media trends and provide insights and analysis to senior leadership
  • Increase the organization’s understanding of Agile and Lean practices

Content lead

  • Work in close partnership with the Digital Wealth Marketing Director to build content and channel marketing strategies
  • Oversee the creation of “shareable” content
  • Orchestrate, develop, and execute digital content programs across multiple online channels
  • Drive traffic and engagement that translates to sales and brand promotion
  • Measure results of marketing activity to inform future marketing campaigns
  • Work with the marketing and communications team, and subject matter experts to build comprehensive content in multiple formats (i.e., articles, videos, infographics, etc.)

Partner Marketing

  • Works with the Digital Wealth Marketing Directors to conceive of, develop, and implement integrated marketing communications programs for the Credit Union and Third Party B2B target audiences
  • Partners with partner marketing teams (Credit Union, national partners, affiliates, etc.) to drive the growth of Digital Wealth customer acquisition
  • Responsible for the execution of the Partner Marketing Framework, including marketing support for strategic partner programs
  • Responsible for the development, execution, and measurement of all partner webcasts, including the facilitation, communications, coordination of content, presentation development and script writing
  • Works in partnership with the Business Line and Sales team to create and maintain pitch decks, sales aids, and other materials to arm the sales team with consistent messaging in the field
  • Ad hoc marketing support for all partners, including Credit Union, National and Affiliate partners


Your experience and skills:

  • A passion for direct investing and digital wealth, and the financial well-being of Canadians
  • University degree with a specialization in Marketing, Business or Commerce
  • Experience in digital messaging including email and in-app marketing
  • Excellent communications skills to report on program performance
  • 5+ years relevant B2B marketing experience
  • Must have experience leading and/or creating agile practices for another organization
  • Experience working in financial services, specifically fintech – online brokerage and/or robo-advice
  • Results-oriented, highly analytical, and data-driven. Knows what questions to ask, knows how to synthesize data from disparate sources to guide thinking and have meaningful dialogue with our partners about key metrics
  • Collaborative and enjoy working with others
  • Strong interpersonal skills and can build relationships amongst diverse partners and stakeholders within a matrixed organization
  • Strong written and verbal communication skills; presents ideas to colleagues in a clear and compelling way·
  • Fluent communication skills in English are required and bilingual skills in French are an asset
  • Very strong attention to detail to ensure operational excellence in a highly regulated environment
  • Work with a sense of urgency
  • Have a track record of successfully executing marketing programs on time
  • Superior project management and organizational skills and can manage multiple priorities at once
  • Strong ability to establish and nurture relationships with partners and collaborate

Role is based in Toronto. Infrequent travel to Vancouver may be required.


Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with approximately $95 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at 150 credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Expected salary:

Location: Toronto, ON

Job date: Tue, 13 Jul 2021 22:02:30 GMT

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