Senior Lead, Investor Segment Strategy
3 weeks ago
About the Role:
We are seeking a seasoned professional to drive our business forward in the retail brokerage market, focusing on new to investing and long-term investor segments. As a senior individual contributor, you will develop and execute business strategies that cater to these key customer segments. This role requires deep industry knowledge, data-driven insights, and the ability to influence cross-functional teams.
Key Responsibilities:
- Thought Leader for Key Segments: Develop and execute strategies to grow and serve new and long-term investors.
- Customer Insights & Market Segmentation: Conduct research on competitors, market dynamics, and customer behavior, focusing on novice investors and long-term users.
- Growth & Revenue Optimization: Identify opportunities to grow revenue and expand market presence through tailored products and services.
- Cross-Functional Collaboration: Partner with product management, marketing, distribution, and finance teams to align initiatives with broader business strategies.
- Strategic Partnerships: Explore partnerships that enhance the customer experience for new and long-term investors.
- Market & Competitive Intelligence: Stay current on industry trends, competitor offerings, and regulatory changes to identify new opportunities and challenges.
Requirements:
- Education: Bachelor's degree in business, finance, economics, mathematics, or related field.
- Experience: 7+ years of experience, with progressively increasing responsibility in strategy, product, or business development roles.
- Segment and Industry Expertise: Proven track record of developing strategies catering to different customer segments, especially new to investing and long-term investors.
- Financial Acumen and Data Skills: Proficiency in financial analysis, business modeling, and understanding of key performance indicators.
-
Senior Vice President Investor Relations
1 month ago
Toronto, Ontario, Canada Intact Financial Corporation Full timeRole Overview:Foster and strengthen Intact Financial Corporation's relations with the investment community and drive robust shareholder value as a seasoned Vice President, Investor Relations.Develop and execute a comprehensive investor relations strategy, communicating clearly and effectively the company's strategy and financial performance to leading...
-
Director of Investor Relations Lead
2 days ago
Toronto, Ontario, Canada ThorekScott and Partners Full timePosition Overview: Reporting to the Managing Director of Private Equity, this leadership role involves executing strategic initiatives and managing investor relations. Responsibilities include day-to-day oversight for the organization's existing and growing investor base and equity analysts. Interacting with all levels of the organization, including senior...
-
Toronto, Ontario, Canada MUFG Investor Services Full timeJob Title: Senior Associate Director, Business Continuity ManagementAbout the Role: We are seeking a highly skilled Senior Associate Director to join our Business Continuity Management team at MUFG Investor Services. As a key member of our team, you will be responsible for developing and implementing comprehensive business continuity and disaster recovery...
-
Senior Manager Strategy Lead
4 days ago
Toronto, Ontario, Canada eBay Full timeeBay Motors Strategy and Operations Senior Manager RoleAt eBay, we're a global commerce leader that connects millions of buyers and sellers around the world. This role is part of our eBay Motors strategy and operations team, responsible for driving growth initiatives within our Parts & Accessories business.The Senior Manager of Strategy and Operations will...
-
Senior Quality Assurance Specialist
1 week ago
Toronto, Ontario, Canada MUFG Investor Services Full timeCompany Overview">MUFG Investor Services is a leading provider of administration, asset services, banking, and fund financing solutions to over 480 global investment firms.We operate in 14 global locations and offer an exceptional hub of talented professionals to thrive.Job Description">As a Senior Quality Assurance Specialist at MUFG Investor Services, you...
-
Toronto, Ontario, Canada MUFG Investor Services Full timeJob SummaryThe Business Continuity team at MUFG Investor Services is accountable for setting and maintaining the company's Operational Resilience, Business Continuity Management (BCM) and Crisis Management (CM) standards and frameworks. The role reports directly to the Senior Associate Director, Business Continuity Management and will partner and collaborate...
-
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob OverviewWe are seeking a highly strategic and experienced professional to drive business growth in the retail brokerage market, with a particular focus on new-to-investing and long-term investor segments. The ideal candidate will have a proven track record of developing strategies that cater to different customer segments, especially novice investors and...
-
Senior Fund Accounting Specialist
1 week ago
Toronto, Ontario, Canada MUFG Investor Services Full timeAbout UsMUFG Investor Services is a leading provider of administration, asset services, banking, and fund financing solutions to over 480 global investment firms.We operate in 14 global locations and offer an exceptional hub of talented professionals to thrive.Job Description:As a Senior Fund Accounting Specialist at MUFG Investor Services, you will play a...
-
Senior Frontend Software Developer
4 weeks ago
Toronto, Ontario, Canada MUFG Investor Services Full timeJob OverviewMUFG Investor Services is a leading financial services provider, and we are seeking an experienced Senior Frontend Software Developer to join our team.Job DescriptionWe are looking for a skilled and motivated individual to develop and maintain our cutting-edge platform. As a Senior Frontend Software Developer, you will be responsible for...
-
Strategic Investor Relations Director
1 week ago
Toronto, Ontario, Canada ThorekScott and Partners Full timeAbout Thorek/Scott and PartnersWe are a leading Canadian recruitment agency with over three decades of experience in connecting accomplished organizations with talented individuals.Our clients include global banks, non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in various...
-
Toronto, Ontario, Canada ThorekScott and Partners Full timeJob OverviewWe are seeking a highly skilled Director of Investor Relations to join our team at Thorek/Scott and Partners. This is an exciting opportunity for a driven individual to take on a front-facing leadership mandate within our client's publicly traded private equity vehicle.About the RoleThis position will report directly to the Managing Director of...
-
Senior Financial Strategist
1 month ago
Toronto, Ontario, Canada Stonewood Group Inc. Full timeAbout the RoleThe Stonewood Group Inc. is seeking a highly skilled Senior Financial Strategist to join their team. As a key member of the Senior Management Team, you will be responsible for leading the development and implementation of strategies to promote and sell private placement opportunities in high growth companies and real estate transactions to...
-
Newcomer Acquisition Strategy Lead
7 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeUnlock your potential in a dynamic and progressive environment at Royal Bank of Canada. We are seeking an experienced Senior Manager, Newcomer Acquisition to lead the development and implementation of key strategies focused on achieving profitability and growth in our Newcomer and Cultural Markets Segment.This role requires strategic thinking, data-driven...
-
AI Strategy Intern
1 month ago
Toronto, Ontario, Canada Vosyn Full timeAbout the RoleWe are seeking a talented Strategy MBA Intern to join our dynamic team at Vosyn, a fast-growing global organization at the forefront of Artificial Intelligence. This exciting opportunity is designed for individuals pursuing an MBA or EMBA with a focus on strategy, marketing, entrepreneurship, or related fields.Key ResponsibilitiesConduct market...
-
Market Operations Director for Cash and Payments
3 weeks ago
Toronto, Ontario, Canada RBC Investor Services Trust Full timeJob OverviewWe are seeking a highly skilled Market Operations Director to lead our Cash and Payments team at RBC Investor Services Trust.Key ResponsibilitiesThe successful candidate will be responsible for ensuring the smooth functioning of the department, acting as a liaison with other departments on operational matters, and implementing processes and...
-
Toronto, Ontario, Canada Stonewood Group Inc. Full timeAbout Stonewood Group Inc.A boutique investment banking firm based in Toronto, Canada.Job SummaryWe are seeking an experienced Vice President to join our team. The successful candidate will lead a team responsible for developing and implementing strategies to promote and sell private placement opportunities in high growth companies and real estate...
-
Toronto, Ontario, Canada First Quantum Minerals Full timeFirst Quantum Minerals is a leading mining company that prides itself on fostering a unique work environment based on the "First Quantum Way". This approach emphasizes independence, creativity, and collaboration to achieve outstanding results in challenging locations.We seek a highly skilled Business Development Associate to join our Investor Relations team....
-
Senior Administrative Assistant
1 month ago
Toronto, Ontario, Canada TMX Investor Solutions Inc. Full timeUnlock Your Potential with TMX Investor SolutionsThe Senior Administrative Assistant role is a key position within the TSX Trust team, reporting directly to the President. This role will provide administrative support to the President and other staff members, as well as assist with the administration of day-to-day activities and special projects of the TSX...
-
Toronto, Ontario, Canada ThorekScott and Partners Full timeCompany OverviewWe are a leading Canadian asset management firm with an expansive global and national platform that invests in various asset classes, including real estate, energy, and private equity.About the RoleThe Director of Investor Relations will be responsible for executing strategic initiatives to develop key investor relationships and drive the...
-
Strategic Investor Relations Manager
3 weeks ago
Toronto, Ontario, Canada BMO Full timeAre you a skilled professional with experience in investor relations and public relations? Do you have a proven track record of building strong relationships with investors and communicating complex financial information effectively?About the RoleWe are seeking a highly motivated and results-driven Strategic Investor Relations Manager to join our team at...