Mackenzie Investments

  • Senior Manager Data Driven Marketing

    Job Location CA-ON-Greater Toronto
    Posted Date 3 weeks ago(3 weeks ago)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Experienced, Management
    Years of Experience
  • Job Description

    Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $72 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada. We are committed to the financial success of investors, through their eyes.


    At Mackenzie Investments we value innovation, leadership and personal commitment.  Our growth and success are a direct result of our employees, whose efforts have created a solid foundation for the confidence shown in us by our peers, investors and their financial advisors.


    We are the Mackenzie Investments Marketing Team! Our mandate is to support financial advisors in building financial success for their investors. We deliver on that mandate through Mackenzie Investments digital channels and through the development of digital tools that leverage data to create an edge. If you’re looking to join a team of creative, collaborative and digitally savvy financial services professionals, then submit your application and tell us why you’d be a great fit.


    We currently have an opening for a Senior Manager, Data-Driven Marketing. Reporting to the Director, CRM & Contact Strategy, this role supports the development of the CRM strategy and leads key initiatives through to execution for the Mackenzie Investments brand. In this role, you will collaborate closely with colleagues across multiple areas to create and execute CRM strategies that are aligned to the goals of the business, with a continued focus on building capabilities and business processes designed to improve the overall client experience.


    Success in this role requires an deep understanding of integrated marketing tactics, various acquisition strategies, marketing automation technology (e.g. Sales Force Marketing Cloud), building digital journey maps, a passion for end-user experience, a strong team-orientation, and the aptitude to foster relationships with stakeholders at all levels throughout Mackenzie Investments. Given the rapid pace of change in the digital/online and marketing ecosystem, this individual will be expected to keep a close pulse of new market innovations and help to provide perspective on how best to leverage these innovations and opportunities to Mackenzie’s advantage.


    Major Responsibilities Include:


    Contact Strategy

    • Work with partners from Brand, Client Experience, Product, Distribution and others to develop a contact strategy that ensures our messaging is relevant and timely
    • Help optimize our multi-channel communication strategy addressing our complete client lifecycle to drive continuous improvement
    • Develop contact distribution and engagement strategies, working cross-functionally to integrate key messaging into campaigns and programs across the customer journey

    Owned-Platform Strategy

    • Drive the development of platforms that will enhance the positioning of Mackenzie Investments in the market by researching the competitive positioning within the asset management industry
    • Deliver digital roadmaps which include cross-functional strategic and / or technical initiatives that may extend across businesses
    • Integrate the client experience across channels to enable data-driven marketing 

    CRM Strategy

    • Contribute to the development of an annual strategic CRM roadmap, with the goal of aligning business processes with client strategies that build client engagement and loyalty. This includes involving client segmentation and propensity scores, implementing & optimizing client journeys, and enabling sales & client service
    • Lead selected internal communication to ensure stakeholders are well-informed regarding priorities and timelines
    • Partner with technology, distribution, and service to drive project execution and provide leadership in defining scope, prioritization and acceptance criteria
    • Grow the impact of our digital channels by acquiring more subscribers to digital and increasing scale of channels (e.g., email opt-ins, SMS, screen sharing, virtual selling etc)

     Testing & Optimization

    • Ensure compliance, business and technology requirements are fully considered in all plans
    • Monitor, measure, recommend and implement changes support conversion optimization goals for both internal and external experiences
    • Leverage test and learn methodology and A/B testing to optimize engagement through all channels
    • Work with internal resources to determine and optimize ROI of each channel to develop content / channel mix.


    • 7+ years of experience running integrated marketing campaigns, developing CRM strategies, or contact strategy work, preferably in the financial services industry
    • Strong understanding of digital marketing tactics and best practices for building digital experiences for B2B
    • Strong, professional team player who can communicate, collaborate and influence effectively
    • Demonstrable understanding of all aspects of contact / channel strategy, including (but not limited to) content development, conversion optimization, email marketing, SEO / SEM, Display Ad, social media and analytics
    • Understanding of marketing automation and CRM methodology
    • Experience or familiarity with Salesforce MarketingCloud or equivalent is a major asset
    • Excellent project management skills and commitment to deadlines, processes and policies, with demonstrated ability to build great digital products on time and with a focus on revenue opportunities
    • Bachelor's degree required; Degree in applicable field preferred.


    Internal Applicants:


    If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting.  If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. The job grade for this role is 13.  The referral bonus level is 2.  All resumes should be received by September 7, 2018.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.


    External Applicants:

    We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.


    Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.


    Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.



    File #18-191


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