CareerPlanSign in

Team Manager Customer Experience Investly

Toronto Office💼 Full-time💰 $105,000–$129,000🗓 2026-09-11 → 2026-09-26

Core

Build and lead the Customer Experience (CX) function for Investly, driving product adoption, engagement, and end-to-end client journey optimization.

Role type

Team Manager, Customer Experience (CX)

Builds

Customer service processes, support documentation, and a high-performing CX team for a digital investment platform.

Domain

Financial Services / Digital Investment Platforms

Deliverable

product features

Required skills

Financial services experience, client support, process development, team leadership, data-driven decision making, stakeholder management, digital tools proficiency

Preferred skills

Coaching and mentoring, metrics analysis, digital product experience

Technologies

Diverse digital tools

Responsibilities

Drive product adoption by interacting with users to remove barriers; Develop CX processes to optimize client journey across onboarding, engagement, and retention; Build and lead a high-performing team; Collect and prioritize client feedback to drive product improvement.

Seniority

Manager, hands-on leadership

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.