# Senior Manager, Client Engagement

**Company**: RBC Direct Investing
**Location**: Toronto, Ontario
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Senior-Manager--Client-Engagement_R-0000191280?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_1c3f9a8b-f9b

## Description

RBC Direct Investing is seeking a Senior Manager, Client Engagement to develop insights and proposals to improve client onboarding and engagement with the product. The successful candidate will own engagement metrics, including funding rates, account cross-sell rates, and monthly/daily activity rates, with the goal of optimizing client lifetime value.

Responsibilities:

- Collaborate with Digital Marketing and Communication teams to create a strategy that drives asset deposits and recurring activity/engagement with the Direct Investing platform

- Lead cross-functional teams through the delivery of initiatives and strategies to reduce client attrition

- Conduct testing on messaging, content, and offer combinations to drive an increase in client lifetime value

- Report regularly to senior management on P&L outcomes of the engagement portfolio

- Lead deep-dive analytics on key strategic questions relating to client engagement and retention

- Transform data into strategic insights for decision-making

- Drive revenue growth through business planning and being accountable for P&L outcomes for the Direct Investing Engagement portfolio

- Partner with stakeholders to deliver solutions to address client needs and improve the client experience

Requirements:

- Undergraduate degree in business, finance, or related discipline

- 3+ years of relevant experience managing P&L outcomes, leading initiatives, or developing and delivering on strategy

- Strong communication, negotiation, and people skills

- Strong understanding of financial services economics and P&L drivers

- Strong ability to deliver in both small team settings and across large matrix organizations

- A critical thinking, analytical mindset with a data-led approach to decision-making

Nice to have:

- Experience in the securities industry, particularly at a self-directed brokerage

- Proficiency with SQL, Python, R, or other equivalent analytical tools

- Experience with analytics of a digital product

What's in it for you?

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

- Opportunities to do challenging work

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## Skills

### Required
- Communication
- Critical Thinking
- Group Problem Solving
- Knowledge Organization
- Long Term Planning

### Nice to have
- SQL
- Python
- R
- analytics of a digital product

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Senior-Manager--Client-Engagement_R-0000191280?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)