Business Strategy Specialist
6 days ago
Hybrid 2x per week in Toronto
Hourly rate: $40/hr T4 $45/hr incorp
Must Haves:
- Experience in a large consulting firm, preferably doing business strategy for financial clients
- Background in business strategy within a financial institution (not a marketing background)
- Experience in segment management, strategy, payments, FI space, or partnerships
- Proficiency in Microsoft Office, including Excel and PowerPoint, with strong presentation skills
- Experience with data visualization tools such as Power BI
- Experience working cross-functionally with analytics, digital, marketing, branches, and front-line teams
- Strategic and execution mindset, with the ability to take ownership of projects and drive fulfillment
Nice to Have:
- Banking experience, particularly with retail banking customers and products
- Previous experience in segments, strategy, or partnerships within a financial institution (a mix of all three is ideal)
Job Description:
The Customer Segments team is responsible for developing and executing cross-functional customer strategies to drive personal banking acquisitions and improve retention. This role focuses on leading initiatives that accelerate the growth of priority customer segments, specifically Students or New to Canada customers.
The Manager, Customer Segments will analyze market, competitor, and customer data to develop compelling value propositions that attract and retain customers. This role involves executing partnership strategies with external organizations (such as colleges and universities) while collaborating with internal stakeholders, including Product, Marketing, Digital, Compliance, Analytics, and Frontline teams.
Responsibilities:
- Develop and execute strategies to acquire and retain priority customer segments, focusing on Students or New to Canada customers
- Establish and manage partnerships with colleges, universities, and other relevant organizations to drive customer acquisition
- Identify opportunities for new partnerships and value-add programs that enhance the customer experience
- Monitor and evaluate partnership performance, ensuring alignment with business objectives
- Analyze competitor programs to inform pricing, positioning, and strategic direction
- Work cross-functionally with Marketing, Digital, and Analytics teams to optimize customer conversion, product adoption, and retention
- Leverage data insights to refine customer communication strategies and enhance engagement
- Forecast results, monitor performance, and advocate for resource prioritization
- Support the development of marketing assets and communication strategies to strengthen partnerships and customer relationships
- Continuously drive innovation to improve segment programs and business outcomes
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