Marketing Strategy Lead

RBC•Toronto, ON

5d•CA$37,500 - CA$50,000•Onsite

About The Position

This position combines marketing and communications excellence with data-driven CRM management and technology leadership. The successful candidate will drive brand visibility and content strategy while leveraging data analytics to identify growth opportunities and optimize client relationships.

Requirements

Proficiency in Salesforce or similar CRM platforms
Experience with marketing automation, analytics, and dashboard development
Strong written and verbal communication skills
Comfort with technology adoption and change management
Ability to work across functions and influence without authority

Nice To Haves

Account Management
Customer Success
Decision Making
Financial Regulation
Group Problem Solving
Interpersonal Relationships
Investment Risk Management

Responsibilities

Develop and produce marketing decks, presentation materials, and client-facing documents
Create and manage content across digital channels, including LinkedIn strategy and execution
Optimize and maintain team website
Generate innovative ideas and campaigns for social media platforms (financial literacy etc.)
Administer Salesforce platform, ensuring data accuracy and system optimization
Build and maintain dashboards to track key metrics tied to growth and asset consolidation
Analyze CRM data to identify client opportunities and consolidation potential
Process and manage referral entries and generate actionable referral analytics
Produce client information relevant for servicing – tickets, interests, etc.
Serve as internal champion and trainer for AI, and applications to improve efficiencies
Lead adoption of new platforms and technologies available within the firm
Participate in all pilot programs as early adopter, providing feedback and best practices
Ensure the team maximizes the full suite of enterprise applications available