Director of Client Lifecycle Management

2 months ago


Toronto, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Director of Client Lifecycle Management at Scotiabank. This is a key leadership role that requires a deep understanding of the financial services industry and a proven track record of delivering exceptional client experiences.

Key Responsibilities
  • Develop and implement client lifecycle management strategies that drive business growth and customer satisfaction.
  • Lead cross-functional teams to design and deliver client experience initiatives that meet or exceed business objectives.
  • Partner with internal stakeholders to identify and prioritize client needs and develop solutions to address them.
  • Monitor and analyze client feedback and metrics to inform business decisions and drive continuous improvement.
  • Collaborate with marketing and sales teams to develop and execute client acquisition and retention strategies.
  • Stay up-to-date with industry trends and best practices in client experience and lifecycle management.
Requirements
  • Master's degree or MBA in a related field.
  • 8+ years of experience in financial services, with a focus on client experience and lifecycle management.
  • Proven track record of delivering business results and improving client satisfaction.
  • Strong understanding of wealth management and brokerage services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple projects and deadlines.
Preferred Qualifications
  • Fluency in Spanish and experience working in Latin America.
  • Experience with design thinking frameworks and change management.
  • Knowledge of industry trends and best practices in client experience and lifecycle management.


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