Senior Lead, Investor Segment Strategy

3 weeks ago


Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

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.


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