Director, Product Marketing, Digital Wealth

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Director, Product Marketing, Digital Wealth to join our Marketing team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the VP and Head of Product Marketing, the Director, Product Marketing, Digital Wealth will develop and execute compelling go-to-market strategies for our digital wealth services/platforms, specifically Qtrade Direct Investing and Qtrade Guided Portfolios (the “digital businesses”).

As the marketing lead for the Digital Wealth business, core responsibilities include customer acquisition, growth, engagement, competitive insights, annual marketing plans, budgets, and product positioning. The Director, Product Marketing, Digital Wealth will lead the Digital Wealth Product Marketing team (currently three Marketing Professionals). This Director will be responsible for business line management and overseeing internal and external relationships across the Digital Wealth business line and is a key member of the Digital Wealth business line leadership team.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Responsible for the development of Digital Wealth full life-cycle marketing strategies. Leads and executes the go-to-market strategy for all Digital Wealth initiatives in collaboration with the business leadership team
• Develops the strategy and plans to evolve campaigns and programs into “always-on’, marketing programs through a data-driven approach involving testing and ongoing optimization including awareness campaigns, public relations and social media strategy, events, etc.
• Act as the Digital Wealth Product Marketing champion across the Digital Wealth Executive and leadership team to prioritize and manage all Digital Wealth marketing initiatives and plans to enable successful completion of Digital Wealth objectives
• Responsible for understanding the business drivers, challenges, and plans of the digital businesses to conceive plans that are aligned and drive value
• Brand champion of the Qtrade brand
• Responsible for media plans and manages media agencies to ensure programs are meeting expectations
• Prepares creative and media briefs for sign off and manages creative agencies to ensure creative/agency work meets expectations
• Define and implement key results and performance indicators for reporting on the effectiveness of Digital Wealth marketing efforts and leverage analytics to enable data-driven decisions
• Marketing budget management: Responsible for the Digital Wealth marketing budget, actively manages the budget and provides frequent reporting on budget status
• Develops an annual marketing plan that meets business driver expectations and business plans (growth, client engagement and platform changes) across all distribution channels
• Working in partnership with the Business Line, conceive of new content topics, ideas, and solutions to educate our customer base
• Conceives and implements integrated marketing communications programs to our existing customer base, including onboarding, cross-sell, retention, and platform adoption programs
• Understand the competitive landscape, customer insights and digital trends.
• Play an active role in product strategy leadership, providing recommendations and customer insights
• Monitor results and deliver plans that regularly exceed the daily, monthly, quarterly and annual KPIs
• Form and foster partnerships with internal marketing colleagues to leverage existing resources, align with best practices, find operational and financial efficiencies and maximize performance
• Ensure compliance with industry regulations, communication policies, procedures, and brand standards

Requirements

Your experience and skills:

• Bachelor’s degree required (Business, Marketing, Communications or similar).
• Minimum 10 years of marketing experience, including B2C marketing, advertising, branding, and sales enablement
• Demonstrated experience in on-line brokerage and/or robo-advice platforms
• Solid understanding of online investing, robo-advice, the wealth landscape, and investment dealer functions (including compliance, etc.)
• Experience working in a fast paced, dynamic environment
• Results-oriented with demonstrated analytical skills
• Excellent project management skills with ability to multi-task, set measurable objectives, manage defined timelines and budgets for each campaign
• Experience leading or operating in cross-functional work environments, in large teams comprised of stakeholders from multiple disciplines

• Excellent communication, relationship management and influencing skills
• Strong attention to detail and organizational skills
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at www.aviso.ca.