Tag: Lifecycle

Company: Robertson & Company

Location: Toronto, ON

Expected salary: $42 per hour

Job date: Sat, 23 Aug 2025 04:24:16 GMT

Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Senior Marketing Manager, Direct Investing Lifecycle to join our client.Contract Period: 12 months with potential to extend or convert
Pay Rate: Starting from $42 per hour
Location: Toronto, ON
Location Type: Hybrid: onsite 3 to 4 days a week
Business Hours: Monday to Friday; 9 AM to 5 PMJob Responsibilities:
Strategic Planning

• Develop & implement strategic marketing plans to drive new customer acquisition with mass marketing tactics for Investorline.
• Collaborates closely with Digital Acquisition team and other marketing/internal partners to drive awareness, consideration, and conversion with clear KPIs and performance targets.
• Understand competitor activity to inform go-to-market strategy including offer strategy.
• Analyze market trends, customer insights/analytics and campaign performance to inform strategy and maximize ROI.

Campaign & Project Management

• Oversee and support execution of integrated campaigns. Development of creative and media briefs, managing timelines, budgets and cross-functional collaboration with internal stakeholders & agency partners.
• Impeccable attention to detail and result-oriented approach to campaign management, ensuring initiatives are delivered on time, on budget, and with strategic thought and intention.
• Manages end to end structuring of marketing offers, performance tracking, strategy and ensures integration with customer lifecycle marketing initiatives.
• Ensures all marketing programs are developed and executed in accordance with internal policies, procedures and standards, and external legal and regulatory requirements.
• Broader work or accountabilities such as supporting CRM/lifecycle marketing may be assigned as needed.
• Builds effective relationships with internal/external stakeholders and ensures alignment.

Reporting & Insights

• Designs and produces regular and ad-hoc reports, and dashboards.
• Track, monitor and evaluate campaign activities, assessing impacts and making recommendations.

Experience & Qualification Requirements:

• 5 to 7 years of relevant experience
• Minimum of undergraduate degree in marketing, business, commerce, or a related discipline
• MBA in Marketing/Business/Financial Services preferred
• Experience at a creative agency, or experience managing creative agencies a strong asset
• Knowledge of digital marketing an asset
• Ability to understand and distill technical requirements and translate into marketing strategies
• A self-directed investor an asset

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment. #LI-AP1

Summary:

Robertson is recruiting a Senior Marketing Manager for Direct Investing Lifecycle at a leading North American financial institution with diverse operations.

Contract Details:

• Duration: 12 months (potential for extension or conversion)
• Pay: Starting at $42/hour
• Location: Hybrid (on-site 3-4 days/week) in Toronto, ON
• Hours: Monday to Friday, 9 AM to 5 PM

Key Responsibilities:

1. Strategic Planning:

   • Create and implement marketing plans for customer acquisition.
   • Collaborate with internal teams to enhance awareness, consideration, and conversions.
   • Analyze market trends and campaign performance.

2. Campaign & Project Management:

   • Oversee integrated marketing campaigns, including creative and media briefs.
   • Ensure timely and budget-compliant campaign delivery.
   • Manage marketing offers and align with customer lifecycle marketing.

3. Reporting & Insights:

   • Produce reports and dashboards to evaluate campaign effectiveness.

Qualifications:

• 5-7 years of relevant experience.
• Bachelor’s degree in marketing/business; MBA preferred.
• Experience in a creative agency or managing agencies is beneficial.
• Knowledge of digital marketing and self-directed investing is a plus.
• Candidates must undergo a criminal and credit check.

Application Process:
Interested candidates should submit their resumes. The organization values diversity and encourages applications from all qualified individuals.