Job Description
About the Role
RBC Direct Investing is seeking a strategic and data-driven leader to drive client engagement and platform optimization.
Director, Customer Engagement, you will play a dual role:
Engagement Strategy: Design and work with partners execute high-impact programs to boost net new deposits, trading activity, and feature adoption.
Analytics Leadership: Lead the team to deliver actionable insights on client behavior, which will inform product development, digital experience enhancements and marketing strategies.
This role is critical to accelerating growth and improving client loyalty in Canada’s leading self-directed investing platform.
Key Responsibilities
Engagement Strategy
Work with key cross functional partners to develop and implement targeted campaigns (e.g., onboarding, re-engagement, cross-selling) to drive measurable outcomes: net new deposits, incremental trades, and feature usage.
Collaborate with Marketing, Product, and Operations to ensure seamless execution across channels (email, in-app, web, etc.).
Measure and optimize campaign ROI using A/B testing, segmentation, and personalization strategies.
Analytics & Insights Leadership
Oversee a team tracking client interactions across online/mobile platforms, identifying trends, pain points, and opportunities.
Deliver data-driven recommendations to Product and Technology teams for new feature development and existing feature optimization.
Establish KPIs and dashboards to monitor platform health, client lifecycle value, and engagement metrics.
Strategic Influence
Partner with senior leadership to align engagement strategies with business goals.
Stay ahead of industry trends in digital investing, competitor behaviors, and emerging technologies.
Foster a culture of experimentation and client-centric innovation.
Qualifications
10+ years in customer engagement, digital marketing, or product analytics, preferably in fintech, banking, or investing.
Proven track record of designing engagement strategies that drive financial metrics (e.g., deposits, trades, retention).
Expertise in analytics tools (e.g., SQL, Python, etc.) and translating data into actionable insights.
Experience leading cross-functional teams and influencing stakeholders at all levels.
Deep understanding of self-directed investing platforms and client behaviors.
Strong strategic thinking, communication, and problem-solving skills.
Why Join RBC Direct Investing?
Lead innovation in Canada’s top direct investing platform, impacting 1M+ clients.
Collaborate with a forward-thinking team passionate about fintech and client success.
Competitive compensation, growth opportunities, and RBC’s award-winning workplace culture.
Job Skills
Business Case Design, Critical Thinking, Knowledge Organization, Product Development Lifecycle, Product Development Methodology, Product Manufacturing, Product Services, Product Testing, Results-Oriented, Waterfall ModelAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.