Senior Manager, Lifecycle Management Strategy
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
The Senior Manager Lifecycle Management Strategy is the owner of lifecycle strategy for the credit card portfolio. The role defines and executes integrated product marketing and digital strategies across the cardholder journey to drive onboarding activation engagement product usage retentionloyaltyand long-term customer engagement.
Combining product knowledge deep marketingexpertise and business acumen the Senior Manager translates customer insights portfolioprioritiesand market opportunities into an actionable lifecycle roadmap. The role partners closely with Product Digital Marketing Data and Analytics Operations and Finance and teams to deliver coordinated customer experiences and measurable business outcomes.
The successful candidate will possess a unique blend of marketing strategy product and analytical expertise coupled with exceptional relationship-building and influencing skills. Working collaboratively with internal teams and external partners they will lead the development of customer-centric engagement strategies align stakeholders around shared business objectives and identify innovative opportunities to strengthen customer relationships and accelerate portfolio growth.
Own the lifecycle engagement strategy for the credit card portfolioestablishingthe vision strategicprioritiesand annual plan to grow engagement usage retentionloyaltyand customer lifetime value.
Lead the development of integrated product marketing and digital strategies across the end-to-end cardholder journey including onboarding activation early engagement ongoing usage cross-sellretentionand re-engagement.
Translate portfolioobjectives product priorities customer needs and market insights into a multi-year lifecycle roadmap sequencedinitiativesand clear business requirements.
Build audience channel content offer and contact strategies using customer researchbehaviouraldatasegmentationand performance insights to increase relevance and marketing effectiveness.
Partner with Digital as the lifecycle business lead for marketing technologyapplication.
Create test and learn plans that improve customer experience and business performance. Establish clear hypotheses successmeasuresand decision rules for scalingrefiningor stopping initiatives.
Define and report on lifecycle key performance indicators marketingeffectivenessand portfolio results into actionable insights and recommendations for senior leaders and cross-functional partners.
University degree in Marketing Business Commerce or a related field
7 years of experience in marketing strategy lifecycle marketing customer relationship management product marketing portfoliomanagementor customer engagement.
Experience in financial services credit cards or loyalty is considered a strong asset.
Demonstrated success developing and executing data-informed marketing strategies that deliver measurable customer and commercial outcomes.
Strong knowledge of lifecycle marketing customer journey design segmentation personalization channel strategy experimentationoptimizationand customer value management.
Strong product and commercial acumen with the ability to connect customer needs product value propositions marketinginvestmentsand portfolio performance.
Exceptional communicationstorytellingand influencing skills including experience presenting complex strategies and recommendations to internal and external partners and to senior leaders.
Demonstrated strength in project and time management with a proven ability to coordinate complex workstreams adapt to shifting priorities and deliver results across multiple concurrent initiatives.
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
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Required Experience:
Senior Manager
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
