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About the Role
The Director, Client Growth and Engagement, reports to the AVP of Client Advisory Services for Retirement and Savings. This role is responsible for driving client growth, engagement, and retention by developing strategies that connect plan participants with advisory services, educational resources, and financial planning support.
Responsibilities
- Lead the development and implementation of growth, engagement, and retention strategies supporting business and sales objectives.
- Design and execute omnichannel campaigns, outreach strategies, and targeted engagement programs.
- Develop and maintain the digital engagement strategy to improve digital experience, communications, and advisory journeys.
- Establish and lead a test-and-learn experimentation framework to foster innovation and continuous improvement.
- Manage Voice of the Customer programs, including CSAT, NPS, and participant feedback initiatives.
- Collaborate with performance management teams to identify sales funnel improvements and prioritize optimization actions.
- Measure, monitor, and communicate results of growth and engagement initiatives.
- Partner with Sales, Marketing, Digital, Technology, and Participant Experience teams to implement initiatives.
- Work with other Client Growth and Engagement leaders to create an integrated experience for plan participants.
- Act as a strategic partner to the AVP by providing analysis, recommendations, and growth strategies.
Requirements
- 7 to 10 years of experience in growth, customer experience, client engagement, sales activation, or related leadership roles.
- Proven experience designing and implementing campaigns that drive engagement, conversion, and business growth.
- Strong understanding of customer journeys and best practices in customer experience improvement.
- Excellent knowledge of test-and-learn approaches.
- Experience using data and customer insights to identify opportunities and improve results.
- Demonstrated ability to manage multiple initiatives and priorities simultaneously.
- Excellent collaboration and stakeholder management skills.
- Ability to translate business objectives into actionable plans and measurable results.
- Experience in insurance, wealth management, financial services, or related sectors.
Skills
- Strategic planning
- Customer experience management
- Digital engagement strategy
- Data analysis
- Stakeholder management
- Omnichannel marketing
- Test-and-learn experimentation
- Sales funnel optimization
Work Type
- Full-time
- Permanent
- Hybrid
Experience Level
- 7 to 10 years
Salary/Compensations
- 114,200 - 164,200 per year
Benefits
- Professional development and tuition reimbursement up to 2,000 per year
- Flexible medical and dental benefits
- 5,000 mental health coverage
- Vacation and personal leave
- Volunteer day
- Retirement savings plan with employer matching
- Share purchase plan
- Employee recognition programs and discounts
- Employee Resource Groups (ERGs)
- Mentorship programs
About the Company
- Canada Life is a trusted company serving 1 in 3 Canadians.
- Mission to improve the financial, physical, and mental well-being of Canadians.
- Values include taking action, doing the right thing, and stepping up.
Equal Opportunity
- Committed to providing equitable access to employment by removing barriers.
- Reasonable accommodations available during the recruitment process upon request.