Client Engagement & Partnerships Manager

Position: Client Engagement & Partnerships Manager Role
Step into a pivotal role at Scotia Wealth Management as a Manager of Client Engagement and Partnerships in Toronto. This position centers on driving client retention strategies and orchestrating impactful events through strategic oversight.

Reporting to the Senior Manager, you will play a crucial role in executing both annual and long-term partnerships strategies. Conduct necessary market and client research to inform your strategic plans. Collaborate with internal teams to ensure seamless execution across activities that improve client interactions.

Key Responsibilities:

• Assist in strategic planning and decision-making processes

• Create data-driven reports for senior leadership

• Enhance client experiences through robust strategies

• Manage logistics for events and partner engagements

• Analyze performance metrics to inform improvements

Requirements:

• Bachelor's degree in relevant field

• 3–5 years of experience in related roles

• Comprehensive knowledge of wealth management

• Proficiency in Microsoft Office tools

• Excellent interpersonal and communication skills

Leverage your analytical skills and event management experience to make a difference at Scotia Wealth Management.
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