Manager, Client Growth & Lead Generation
Role Overview
The Manager, Client Growth & Lead Generation identifies and develops opportunities to generate qualified client leads and increase bookings for Tangerine advisors.
The role uses data-driven insights, market research, and targeted growth initiatives to build a sustainable client pipeline.
The successful candidate collaborates with Data & Analytics, Marketing, Product, Digital, and Advice teams to develop recommendations, support business cases, execute initiatives, and measure impact.
Key Skills for This Role
Full Job Posting
Role overview
The Manager, Client Growth & Lead Generation identifies and develops opportunities to generate qualified client leads and increase bookings for Tangerine advisors.
The role uses data-driven insights, market research, and targeted growth initiatives to build a sustainable client pipeline.
The successful candidate collaborates with Data & Analytics, Marketing, Product, Digital, and Advice teams to develop recommendations, support business cases, execute initiatives, and measure impact.
What you will do
- Analyze client and business data to identify trends, opportunities, and potential client segments for Growth Advisor engagement.
- Research markets, clients, and industries; develop initiatives that increase qualified leads and advisor bookings.
- Build business cases and recommendations, partner with internal teams to execute initiatives, and measure campaign and lead-generation performance.
- Translate research and data into actionable insights; test new approaches and improve the client-opportunity pipeline.
- Champion a client-focused, inclusive culture, support continuous improvement, and remove obstacles to team momentum.
Qualifications
- 2–4 years of experience in marketing, client insights, analytics, growth strategy, business analysis, or a related field.
- Strong analytical, research, communication, and collaboration skills; ability to identify opportunities and make clear recommendations.
- Strong understanding of marketing, customer behavior, and lead-generation strategies; experience developing business cases or presentations.
- Strong Excel skills; CRM, reporting, visualization, or data-tool experience is an asset.
- Financial services or investment experience is an asset. The candidate should be able to learn Tangerine products and the broader industry.
- The posting also identifies AI fluency, curiosity, adaptability, a growth mindset, and comfort managing multiple priorities.
Benefits and development
- Employees have access to online and in-person learning, career-development opportunities, and programs supporting wellbeing and financial goals.
- Tangerine employees participate in Scotiabank pension and benefits programs where available to permanent employees.
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