Senior Manager, Client Acquisition & Offers
Job details
Job description, work day and responsibilities
Job Summary
Job Description
What is the opportunity?
In this role, you will help the Savings & Investment business achieve its strategic priorities and deliver shareholder value by developing and executing strategies to drive acquisition of new Savings & Investment clients (attracting new clients to RBC and cross-selling Savings & Investment solutions to existing banking clients). Client acquisition scope includes all channels (digital and physical channels) and all Savings and Investment products (Savings, HISA, GIC, Mutual Funds) and all account types (TFSA, RRSP, RESP, RDSP, Non-Registered Accounts, Investment Advantage Account etc).
The role will lead multi-functional initiatives to grow Savings & Investment client base, grow Assets Under Administration, deepen client engagement with their investments and grow market share. you will manage partnerships to effectively development and deliver targeted and mass marketed acquisition business strategies.
What will you do?
Accountable to support Savings & Investment in the design and implementation of client-centric acquisition and onboarding strategies and initiatives that will increase number of clients, AUA and depth of client relationship, leading to superior client acquisition, client stickiness, premium growth over peers and increased market share.
Provide direction and decisions on development and launch of key strategic initiatives in partnership with Marketing and execution partners across RBC with coordinated choreography of campaigns.
Collaborate closely with partners to align on upcoming initiatives and communication plans to the prospect clients and sales force leveraging advisors and self-serve digital capabilities to acquire clients.
Lead the development, deployment, and ongoing management of Savings & Investment Marketing initiatives, including prioritization and maintenance of the Marketing budget.
Be the Savings & Investment subject matter expert for Marketing, working with Next Best Action, Legal & Compliance, Personal Banking Accounts, RBC Rewards, Direct Investing, GAM and Wealth partners to ensure voice of Savings and Investment is championed with partners.
Keep an up-to-date in-depth understanding of competitors’ client acquisition strategies and developing point of view on how to win/differentiate against the competition.
Developing an understanding of client behaviours around Savings & Investments and insights on what motivates and influences clients in their investment decisions.
Ongoing, day-to-day business support of different acquisition campaigns, accountable for the resolution of critical issues impacting advisors and or clients.
Responsible to identify, manage, and if necessary, escalate the risks and/or control deficiencies that you may be made aware of in the performance of your day to day responsibilities, while also promoting and encouraging effective challenge during risk discussions.
What do you need to succeed?
Must have:
Strategy background - ability to think conceptually, articulate burning platform, utilize strategic frameworks to propose and prioritize solutions
Ability to develop and communicate a compelling story utilizing PowerPoint expertise; Excel and Word proficiency.
Self-starter - ability to work and think through problems and assignments in a self-directed manner, at speed, and without compromising depth of thought
Ability to effectively work with cross-functional partners including marketing, legal and compliance, advisors and data analytics.
Digitally engaged - avid user of digital technology with deep understanding of digital content and marketing capabilities and how these can drive client engagement and investment behavior
Nice to have:
Savings & Investments products/business knowledge - experience in the investment industry; financial planning; or private banking with strategy development and execution experience
Understanding and work experience with all the marketing channels (including digital) for targeted and mass campaigns.
Organizational Awareness and ability to work well in a Matrix Environment
Experience working with large scale and complex implementations
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Job Skills
Adaptability, Communication, Decision Making, Detail-Oriented, Group Problem Solving, Personal Initiative, Product Services, Service Request Management
Additional Job Details
Address:
RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-08
Application Deadline:
2025-07-23
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Company address
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Offer ID: #1185942,
Published: 3 weeks ago,
Company registered: 3 months ago
