About The Position

Scotia iTRADE is seeking an innovative, client‑focused, and results‑oriented Product Manager to join the Product Strategy team. The Product Manager will play a key role in leading iTRADE’s campaigns and programs strategy, including the planning, execution, and optimization of acquisition, onboarding, retention, and loyalty initiatives. The incumbent will partner closely with Marketing and Analytics to ensure campaigns and programs deliver measurable business outcomes. The role requires a strong understanding of the self‑directed investing landscape, including client needs, competitive offerings, and emerging trends. The successful candidate will leverage market research, client insights, and analytics to develop strategies that drive differentiation, growth, client acquisition, and engagement. Candidates should have experience with product or program development, building business cases, and launching new initiatives. Strong project management skills and experience in financial services or online brokerage are essential.

Requirements

  • In-depth knowledge of the investment landscape, vendors, and competition, with a specific focus on the financial services industry.
  • Experience working with marketing campaigns, client lifecycle programs, or offer strategy (acquisition, engagement, retention, loyalty).
  • Experience with business analysis, financial modelling, along with excellent business acumen, strategic thinking skills
  • Demonstrated ability to persuade, negotiate and diplomatically communicate, both verbally and in writing
  • Ability to interpret analytics, client insights, and performance metrics to inform program improvements and strategic decisions.
  • Ability to multi-task and deliver under tight deadlines, with limited resources and competing priorities.
  • Excellent relationship‑building skills with internal and external partners.

Nice To Haves

  • PMP (Project Management Professional) designation strongly preferred.
  • Campaign & Program Management: Experience leading or supporting marketing campaigns, client lifecycle programs, or loyalty/engagement initiatives in financial services, wealth management, retail banking, or a digital/tech environment.
  • Performance Optimization: Ability to analyze campaign/program results, identify key drivers of performance, and recommend enhancements to improve conversion, engagement, and ROI
  • Cross‑Functional Execution: Proven experience collaborating with Marketing, Analytics, Operations, Legal, Compliance, and Technology to deliver complex cross‑functional initiatives.

Responsibilities

  • Lead the end‑to‑end strategy, planning, and execution of iTRADE’s campaigns and programs, including acquisition, engagement, retention, loyalty, and always‑on initiatives.
  • Research industry trends, client insights, competitive offerings, and performance data to identify opportunities to enhance existing programs or introduce new campaign tactics.
  • Develop business cases and program proposals by assessing potential impact using key performance metrics, market benchmarks, and financial analysis.
  • Partner closely with Marketing, Analytics, Operations, Legal, Compliance, and Technology to ensure successful execution of campaigns and programs, including targeting, creative development, offer setup, readiness, and measurement.
  • Manage campaign and program execution timelines, ensuring deliverables are met within scope and deadlines, and proactively resolving risks or issues that may affect roll‑out.
  • Monitor and analyze campaign and program performance, identifying key drivers, emerging trends, and actionable insights to optimize future initiatives.
  • Support the development of long‑term program roadmaps, aligning initiatives with overall business growth objectives and client engagement strategies.
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