What is the opportunity?

We are looking for an eager and high performing individual to take on the role of Director, Term Investments and Savings Retention and Analytics. In this role, you will work closely across the TIS Team, and engage numerous Functional Partners across Retail Enablement, Technology, Operations and Marketing to drive performance forward. This is a key leadership role in shaping the direction of engagement and retention activities across the product suite.

What will you do?

• Management and maintenance of TIS campaigns, inclusive of strategy, design, development, execution of campaign strategies, resolving client and Advisor concerns & escalations, and reporting

• Definition, management, and delivery of TIS campaign strategy and roadmap, in collaboration with rest of the TIS product and pricing team

• Monitoring, analyzing and reporting TIS performance, including market trends

• Collaborating with Retail Enablement, Operations, Technology, and other Functional Partners to support the TIS Team

• Identifying new engagement and retention opportunities from emerging trends, market scans, and analysis

• Representing TIS as a subject matter expert on campaigns and engagement

• Ad-hoc projects and requests

• Provide subject matter expertise on the engagement and retention of TIS products and operationalization of campaigns

What do you need to succeed?

Must-have:

• Leading development of small products and/or enhancements, and/or campaigns to acquire/engage/retain clients

• Ability to operationalize ideas into execution

• Understanding of distribution channels, strategies, and methods

• Experience creating presentation materials for senior audiences

• Experience with financial forecasting and interpreting trending analysis

• Project management skills & experience

Nice to have:

• Demonstrated track record of thought leadership, problem solving, and strong business communications

• Ability to interact effectively with team members and senior business stakeholders

• Strong Business Analysis and Financial Acumen

• Advanced proficiency with Excel and PowerPoint (inc. strong storyboarding of executive presentations)

• A passion for learning

• Comfort with ambiguity

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work