Manager, Customer Segments

Robertson & Company

Job title: Manager, Customer Segments

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Manager, Customer Segments to join our client.Contract Period: 4/1/2025 to 4/1/2027
Pay rate: Starting from $46 per hour
Location: Toronto, ON
Location type: Hybrid- in office on Tuesdays & Thursdays
Business Hours: Monday to Friday, 37.5 hours weeklyJob Responsibilities:

  • • Develop compelling value propositions for the segment, keeping customer needs, competitive landscape, and profitability in mind
  • Evaluate and report on competitor group banking programs on an on-going basis to understand positioning, pricing, strengths, and weaknesses.
  • Identify and develop compelling partnerships to help grow the priority segment portfolio and support customers with relevant value adds
  • Execute on key events that focuses on Newcomers to Canada, working seamlessly with cross-functional teams such as Marketing, Legal and with external partners, the organizer of these events
  • Partner with Marketing, Customer analytics, Customer Care and Sales teams to analyze business and marketing data to identify key drivers, mechanics, and associated dependencies for driving conversion, product adoption, retention, and cross-sell
  • Identify best-in-class customer communication and cross-sell practices to inform the bank and develop a robust segment strategy
  • Effectively translate analytics into meaningful customer insights and actionable recommendations
  • Performance monitoring including Forecast results from various tactics and advocate for resource prioritization
  • Collaborate with marketing partners to develop content for communication and creative teams to drive the development of communication templates marketing assets to nurture client relationships
  • Drive continued innovation in evolving the segment program
  • Articulate program strategy and communicate results to key stakeholders

Experience & Qualification Requirements:

  • • 3-5 years relevant Strategy, Consulting and/or Product Management roles in banking or Customer focused industries
  • Experience in banking industry an asset
  • Experience in developing and executing customer strategies and value propositions, particularly those that require co-ordination and project management across the organization with multiple key stakeholders
  • Experience with customer segmentation, customer intelligence and market research
  • Strong quantitative skills with the ability to analyze issues, consolidate learning to develop strategies, and deploy tactics
  • Ability to impact, influence and lead diverse and cross functional groups; experienced change agent
  • Master’s Degree (MBA preferred) Nice to Have Skills:
  • Excellent relationship development and management skills
  • Ability to prioritize and manage multiple assignments simultaneously
  • Team oriented, flexible, collaborative
  • Results oriented, driven and self-motivated with a commitment to excellence
  • Advanced PowerPoint and Excel skills
  • Experience running large scale programs

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $46 per hour

Location: Toronto, ON

Job date: Sat, 15 Mar 2025 07:52:34 GMT

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