Manager - new‑to‑investment lifecycle

Manager, New‑to‑Investment Lifecycle

This is a hybrid role in Toronto

Location: Toronto, ON
Team: Customer Lifecycle Management
Reports to: Senior Manager, New‑to‑Investment Lifecycle (Customer Lifecycle Management & Strategy)

Role Summary

The Manager, New‑to‑Investment Lifecycle is accountable for supporting the design, build, and ongoing optimization of the New‑to‑Investment Lifecycle journey, a priority initiative focused on accelerating investment adoption and deepening customer relationships across the retail bank.

This role plays a critical part in translating strategy into execution, working across Product, Marketing, Campaign Strategy & Execution, Analytics, Digital, and Frontline teams to deliver a seamless, high-impact customer experience. The Manager will contribute to shaping the journey roadmap, defining key initiatives, and driving delivery against measurable business outcomes such as investment penetration, primacy,...