Job Description

Grade:  P7Referral Level: Level 1Division:  IGM-Mrkting

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $290 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

What You’ll Do

As Manager, Client Communication & Engagement, you will be a key driver of our client engagement strategy, with a primary focus on advancing our email marketing and sales enablement capabilities. You will architect and implement a sophisticated personalization strategy using Salesforce Marketing Cloud to deliver relevant content to our financial advisors. In parallel, you will own the strategic roadmap for our Seismic platform to optimize how our sales team engages with content.

Reporting to the Director, Client Communication & Engagement, you’ll work with partners across Sales, Marketing, and Service to improve adoption of engagement initiatives, strengthen the client journey, and deliver measurable impact. You will also oversee the seamless delivery of marketing assets for our extensive portfolio of in-person and digital events, ensuring a best-in-class experience for attendees.

Key Responsibilities

Develop and Execute Engagement Strategy

• Lead the strategic development of our email marketing programs within Salesforce Marketing Cloud, focusing on the creation of personalized, automated journeys for our clients.
• Design and implement a content personalization roadmap, leveraging client data, insights, and personas to deliver highly relevant communications that drive engagement.
• Develop and oversee the content strategy within our sales engagement platform (Seismic), ensuring our content is discoverable, relevant, and effectively utilized by the sales team, including the strategic use of features like Digital Sales Rooms (DSRs).
• Partner with internal teams to align engagement strategies with broader business goals, ensuring a cohesive and impactful client experience across all touchpoints.
• Develop comprehensive communication plans to support key business outcomes such as content engagement, product adoption, and event attendance.

Manage Program Delivery and Event Marketing

• Oversee the end-to-end management and delivery of high-quality marketing assets for our national portfolio of in-person and webinar events, from initial planning and promotion through to execution and post-event follow-up.
• Manage the advisor communication to ensure the right audiences receive the right messages at the right time, preventing audience fatigue.
• Drive the adoption of client engagement tools and assets by Sales teams, enabling easy integration into their processes.
• Maintain impeccable standards for quality, relevance, and client-centricity across all communications and initiatives.

Measure and Optimize Performance

• Establish key performance indicators (KPIs) and build reporting dashboards to measure the effectiveness of communication and engagement initiatives; share actionable insights and recommendations to improve results.
• Continuously identify opportunities to enhance the capabilities and performance of our engagement platforms, particularly Salesforce Marketing Cloud and Seismic.
• Coach and support junior team members through constructive feedback and knowledge-sharing.

What You Bring

• 5–7 years of experience in marketing communications, with a focus on client engagement and event marketing (financial services or asset management experience is a strong advantage).
• Proven experience developing and executing omni-channel engagement strategies, with a strong emphasis on email marketing and personalization.
• Deep, hands-on expertise with marketing automation platforms, specifically Salesforce Marketing Cloud, including journey building, segmentation, and analytics.
• Demonstrated experience managing a sales engagement platform (e.g., Seismic), with a focus on content strategy, user adoption, and leveraging advanced features.
• Extensive experience managing the marketing asset lifecycle for a high volume of both in-person and virtual/webinar events simultaneously.
• Strong knowledge of Canadian investment industry audiences and how to communicate effectively with advisors and investors.
• Excellent communication and stakeholder management skills, with the ability to simplify complex topics into clear, compliant messaging.
• Comfortable working independently, managing competing priorities, and improving processes in a dynamic environment.

Success in This Role Looks Like

• A more sophisticated and effective email marketing program built on the strategic use of Salesforce Marketing Cloud.
• Demonstrable progress in our content personalization strategy, evidenced by increased engagement metrics.
• Enhanced utilization and effectiveness of the Seismic platform, measured by content engagement analytics and sales team feedback.
• Seamless and efficient delivery of marketing assets for all events, resulting in improved attendance and experience scores.
• Clear reporting that ties engagement activity to measurable business outcomes.

Benefits

• COMPETITIVE COMPENSATION & RECOGNITIONcompetitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

The expected annual base salary range for this role is ($77,500 - $100,500 ), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

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