Company: Varite

Location: Toronto, ON

Expected salary:

Job date: Fri, 13 Jun 2025 00:47:51 GMT

Job description: Summary:

• The Senior Marketer is a key member of the *** Wealth Management Intermediary (WMI) Segment Marketing team that partners with our distribution team in Canada to achieve commercial success and drive sustainable profitable growth for the broader business. Segment Marketing in Canada is focused on developing and executing targeted marketing strategies that address the unique needs and goals of specific client segments in Canada. This role will develop and execute on innovative omni-channel initiatives that drive results for ***’s retail and institutional client segments.

Key Responsibilities:
Project Management and Coordination

• Work with a small group of Canadian Marketers as well as the broader *** Marketing team to deliver on business requirements specific to the needs, clients, and operations of the Canadian business.
• Execute on marketing plans and activate client engagement opportunities with the purpose of driving commercial results that address the needs of the Canadian market.
• Coordinate cross-functional activities, ensuring collaboration between internal teams and external partners to meet local needs.
• Work with key stakeholders across the business to activate segment-marketing initiatives identified through distribution priorities and ensure alignment across all deliverables.

Content Development and Localization

• Adapt global marketing initiatives to fit the Canadian context, ensuring relevance to local clients and market conditions.
• Assist in the creation and localization of marketing content, ensuring it meets Canadian-specific compliance, AODA, and French language requirements.
• Manage the logistics of content development, including adhering to local publishing requirements and tailoring for Canada-specific client needs and distribution channels.
• Act as invested stakeholder in Canadian content items to optimize visibility, relevance, and engagement.

Activation Deployment and Tactical Execution

• Follow process workflows to execute tasks across teams, ensuring resource efficiency and strategic alignment.
• Coordinate the deployment of marketing campaigns, ensuring all elements are executed effectively within the Canadian context

Event Support and Execution

• Assist in the planning and execution of advisor-focused events (both in-person and digital), ensuring all logistical elements are managed efficiently, enhance client engagement, and align with our strategic priorities.
• Develop pre-and-post event communications that target our key segments and bring prospects and clients through a journey towards product discovery.

Client and Market Engagement

• Collaborate with Canadian distribution and product teams to enhance client engagement through marketing efforts that are tailored for Canadian clients and highlight the unique value propositions of Canadian products
• Help identify and shape themes that represent client needs and commercial opportunities in the local market
• Leverage segmentation and sales analytics to develop targeted marketing initiatives that include various testing methodologies to improve engagement and identify best practices
• Be a proactive partner to identify and act on gaps and opportunities, strengthening alignment with ***’s retail distribution team and other internal partners.
• Adhere to regulatory requirement and industry best practices in the marketing of investment management products and the *** brand

Work Experience/Knowledge:

• 5 years of directly related work experience in marketing, communications or sales within Investment Management or Financial Services Industry.
• Experience working with a sales distribution function and/or financial advisors a plus.

Skills/Other Desired Attributes:

• An effective problem solver that seeks excellence and continuous improvement in his/her work
• Strong project management skills – ability to manage multiple projects at one time
• Excellent client service and interpersonal skills
• Ability to get creative and accurate work out of internal and external agencies and resources
• Demonstrated track record of meeting rapid-pace, demanding client needs
• Ability to effectively prioritize and to make the appropriate tradeoffs as needed (i.e., flexibility) to meet committed deadlines
• A team player that believes in the power of collaborative work
• Proficient skills in MS Office and Adobe software including PowerPoint, Excel, Adobe Professional/Editor

Education:

• Bachelor’s degree in marketing or communications preferred or equivalent years of direct experience required

Working Environment :

• Hybrid – 3 days per week in office, 2 remotes
• Normally a regular schedule of hours, however hours may vary depending upon the project or assignment

The Senior Marketer plays a vital role in the Wealth Management Intermediary (WMI) Segment Marketing team, collaborating with the Canadian distribution team to drive growth and achieve commercial success. The position focuses on creating and implementing targeted marketing strategies tailored to specific Canadian client segments.

Key Responsibilities:

1. Project Management: Coordinate with Canadian marketers and the broader marketing team to deliver tailored marketing plans that drive results.
2. Content Development: Adapt global marketing materials for the Canadian market, ensuring compliance with local regulations and language requirements.
3. Campaign Execution: Implement marketing campaigns and events, managing logistics and communications to enhance client engagement.
4. Client Engagement: Work with distribution and product teams to develop marketing initiatives using segmentation and sales analytics while ensuring regulatory compliance.

Qualifications:

• Experience: 5 years in marketing or communications in the investment management or financial services industry.
• Skills: Strong problem-solving and project management abilities, client service skills, creativity in working with agencies, and proficiency in MS Office and Adobe software.
• Education: Bachelor’s degree in marketing or communications is preferred.

Work Environment:

• Hybrid Model: 3 days in the office, 2 days remote; hours may vary based on project demands.