Vp, Client Acquisition and Engagement

2 weeks ago

Toronto, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for a VP, Client Acquisition and Engagement to join our Online Brokerage & Digital Wealth 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 SVP, Head of Online Brokerage and Digital Wealth, the VP, Client Acquisition and Engagement is an exciting new role which has direct accountability for a key area of the business:

- Client Acquisition and Engagement, thinking boldly on how best to attract new customers to direct investing and digital advice through B2B and B2C channels. Develop compelling client engagement strategies based on client lifecycle across all product delivery (platform, call center, on boarding) to increase NPS and grow revenue for Qtrade Direct Investing and Qtrade Guided Portfolios
- Increase the consumer growth (acquisition and retention) through strategically designed partnerships and campaigns and builds awareness

**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**:

- Drives Client Acquisition & Engagement_
- Leads the refinement and optimization of a customer lifetime value framework (onboarding, activation, engagement and retention) in partnership with the Marketing team and other performance and insights teams within the organization to build revenue and grow market share
- Builds a comprehensive view of our core customer segments that provide the Marketing and other business partners with deep insights and understanding of our customers to encourage innovation and improvement of our products, marketing strategies and customer experience
- Develops personalized customer journeys at different stages of the lifecycle to deepen the relationship using trigger-based strategies, offer and engagement methods
- Leverages market knowledge and research, and data analytics to capture insights that will shape the client acquisition and engagement strategy
- Creates differentiation of growth strategies for B2C versus B2B channels
- Creates annual planning and calendarization of all acquisition and engagement initiatives
- Defines client experience and life cycle expectations including a best-in-class consumer education curriculum as well as compelling data driven acquisition/engagement and loyalty programs
- Develops partner engagement strategies, and actively supports Digital Wealth sales team
- Drives the innovation, design and implementation of experiential programs aimed at increasing engagement among various customer segments
- Examines and recommends customer loyalty programs that drives higher client engagement and acquisition
- Drives customer value and ensures the organization has a deep understanding of customer needs, behaviors and outcomes that directs how we engage customers in the optimal way at various touchpoints across the entire relationship to drive business outcomes. You will manage all customer relationships and lifecycle activities
- Drives operational excellence by ensuring processes are efficient and consistent across the organization, building a culture of accountability to deliver the highest quality of work possible, and passionately advocate for ways to improve our performance
- Champions data and insight driven decision-making that drives growth and client loyalty
- Develops business cases for investment campaigns/offers and conducts post-mortem to determine future success
- Leads all customer survey and NPS initiatives
- Develops a new unit of inside sales, i

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