Manager, Strategic Partnerships & Client Experience

Scotiabank•Toronto, ON

5d•Onsite

About The Position

Reporting directly to the Senior Manager, Strategic Partnerships & Client Experience, the Manager, Strategic Partnerships & Client Experience provides essential strategic and operational support to drive client engagement, acquisition, and retention across Scotia Wealth Management. This role plays a vital support function in translating strategic direction into action, with particular emphasis on supporting event planning, coordination, and activation that strengthens partnerships and elevates client and partner experiences. The Manager leverages data-driven insights, strong relationship skills, and exceptional organizational ability to support the delivery of integrated programs across medical, professional, and corporate segments. This role requires domestic travel to support event execution and partner engagement.

Requirements

Undergraduate degree in Business, Marketing, Communications, or a related discipline.
3–5 years of experience in event coordination, strategic partnerships, client experience, or business development within a medium to large organization.
Demonstrated experience supporting end-to-end event management, including logistics coordination, vendor liaison, budget tracking, and on-site support.
Strong knowledge of the wealth management business, including products, services, and client needs.
Solid understanding of financial and medical communities to inform strategic partnerships and client experience initiatives.
Skilled in leveraging data and analytics to inform decisions, optimize programs, and measure impact.
Demonstrated project management ability; capable of supporting multiple complex initiatives concurrently under tight deadlines.
Highly adaptable with a continuous improvement mindset and strong organizational skills.
Exceptional written and verbal communication skills; capable of producing polished, senior-audience-ready materials.
Proficient in Microsoft Office (Excel, PowerPoint, Word, Outlook).
Willingness and ability to travel domestically on a regular basis in support of events and partner engagements.

Nice To Haves

Bilingualism is an asset.

Responsibilities

Support the Senior Manager in executing the annual and long-term strategic planning process for Strategic Partnerships across Scotia Wealth Management, providing research, analysis, and materials to enable informed decision-making.
Conduct market research, client feedback analysis, and competitive benchmarking to inform experience design and strategy, identifying opportunities for improvement and translating insights into clear, actionable recommendations.
Prepare high-quality presentations, briefings, and reports for senior leadership, ensuring outputs are compelling, data-driven, and aligned with enterprise objectives.
Support the implementation of client experience strategies that enhance engagement, acquisition, and retention across key segments, ensuring outputs include actionable client profiles that highlight sales opportunities.
Collaborate with internal teams to ensure alignment with enterprise objectives and seamless cross-functional execution.
Support the planning, coordination, and execution of events including partner briefings, client appreciation events, conferences, networking activations, and specialized programs across key segments.
Assist with event logistics including venue coordination, vendor liaison, budget tracking, attendee coordination, and on-site support.
Collaborate with internal stakeholders and external partners to support the development of event concepts and themes that align with strategic objectives and strengthen brand presence.
Travel domestically as required to provide on-site support at events, partner meetings, and client-facing activations.
Support post-event debriefs, feedback collection, and reporting to inform continuous improvement and track return on investment.
Assist in tracking program performance and preparing reports for leadership, highlighting attendance, engagement metrics, ROI, and opportunities for enhancement.
Support the design, mapping, and ongoing optimization of end-to-end client and partner journeys, ensuring personalized, data-driven experiences across all touchpoints.
Leverage analytics, voice-of-client insights, and behavioral data to identify pain points, create solutions that improve satisfaction and loyalty, and inform client profiles for targeted growth.
Champion initiatives that embed client-centric thinking into programs, events, and campaigns, ensuring measurable impact on engagement and acquisition.
Support the execution of marketing initiatives that reinforce the client experience strategy and amplify brand visibility across target segments.
Contribute to integrated communication plans across digital, social, and experiential channels to promote programs, events, and partnerships.
Monitor campaign and event performance, providing recommendations for optimization based on analytics and engagement metrics.
Build and maintain strong relationships with external vendors, event partners, and internal stakeholders to ensure seamless program and event delivery.
Act as a subject matter expert on event support best practices and client journey insights, supporting cross-functional teams in driving excellence.
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursue effective and efficient operations in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
Champion a high-performance environment and contribute to an inclusive work environment.