Data Asset Management Director

21 hours ago

Old Toronto, Canada Manulife Insurance Malaysia Full time
p>Director, Engagement ToolsDirector, Engagement Tools

Postuler locations Toronto, Ontario Boston, Massachusetts time type Temps plein posted on Publié hier time left to apply Date de fin: 15 décembre 2024 (Il reste 14 jours pour postuler) job requisition id JR24110315

Role Description

  • Focuses on optimizing digital platforms and tools that enable sales teams to effectively engage with financial advisors, including content management systems, continuing education and portfolio consulting platforms.
  • Responsible for implementing and managing new solutions that enhance advisor engagement while ensuring seamless integration of data across CRM, marketing, and sales systems to drive insights and strategy.
  • Role also involves creating frameworks for lead management between Marketing and Sales.
    • Lead and optimize sales content management and engagement platforms to ensure regional Sales teams can easily access accurate, relevant and up-to-date content and collateral to drive engagement by advisors.
    • Implement, manage and optimize the continuing education/practice management digital platform to drive advisor engagement.
    • Identify and implement new solutions and tools that deliver value-added services to advisors, drive digital engagement and systematic customer data capture, such as a Portfolio Consulting platform.
    • Ensure seamless integration of engagement data with our CRM, digital marketing stack and EDL, driving better sales insights and strategy, and enabling orchestration and management of advisor experience across Sales and Marketing.
    • Create and manage framework and defined ways of working for managing and optimizing leads across Marketing and Sales; work with partners to ensure outcomes are measured, including ROI of sales and marketing efforts, and inform future strategies and tactics.
    • Collaborate closely with Sales, Specialists, Practice Management, Marketing, Digital and MarTech teams to align tools with strategic objectives.
    • Analyze tool performance and customer engagement, providing insights to improve advisor relationships.

    Ideal Candidate:

    • Track record in managing and implementing advisor-focused digital technologies and tools.
    • Experience identifying, partnering and managing vendors to deliver quality solutions and drive value for money.
    • Experience managing teams and establishing streamlined work processes, to ensure high-quality solutions and products are provided to users.
    • Past sales experience, including success running a territory or sales team, is an asset.
    • Good handle on the industry sales processes and sales team’s ways of working, as well as how Financial Advisors work and engage with Asset Managers.
    • Empathetic and emotionally aware of challenges the sales and marketing teams can face; li>
    • Experience in fintech, wealth management or related industries.
    • Technical proficiency to grasp MarTech technologies and how they work with sales tools and processes.
    • Strong data analysis and interpretation capabilities.
    • Ability to translate data insights into actionable strategies.

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