Director, Marketing Strategy and Business Management
Core
Leads strategic planning, business reporting, budget management, and team engagement for Retirement and Wealth Marketing, translating business priorities into marketing plans and aligning investment resources.
Role type
Director, Marketing Strategy and Business Management
Builds
Annual marketing plans, consolidated budget forecasts, NPS insights reports, and team action plans for Retirement and Wealth Marketing.
Domain
Asset Management / Financial Services
Required skills
Strategic planning, budget management, financial forecasting, NPS insights analysis, stakeholder management, AI adoption leadership, cross-functional coordination, regulatory knowledge, team engagement, data analytics
Preferred skills
Bilingualism (English and French), management experience, knowledge of investment industry and markets
Technologies
AI tools, analytics platforms, marketing technology stack
Responsibilities
Lead development of annual and in-year marketing plans; manage annual budget planning and ongoing tracking with Finance; lead NPS insights, reporting, and operations; coordinate employee engagement surveys and action planning; champion AI adoption across Marketing; prepare decision-ready materials and financial reports for leadership.
Seniority
Director, strategic leadership & team management