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
For more fresh new jobs, check out yubhub.co.