Manager Digital Sales, Wealth and Small Business

Job description

HSBC is Canada's leading international bank – there is no one like us in this market.

Our ability to bring our global experience and perspective to evolving trends and issues in Canada has been a tremendous benefit to our clients. With our offer of unique banking solutions, as well as an extensive global network, no one is better placed to support internationally minded individuals and businesses.

HSBC helps companies and individuals across Canada to do business and manage their finances internationally through three global business lines: Commercial Banking, Global Banking and Markets, and Wealth and Personal Banking.

It's through this global connectivity that you will find yourself inspired, collaborating with colleagues not just locally but also across continents and cultures.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

Key objectives for Manager Digital Sales, Wealth and Small Business:

The role is responsible for developing, executing, tracking and optimizing sales strategies in partnership with Customer Value Management (CVM) (Product Teams), Marketing, Customer Relationship Management (CRM), and Data Analytics to grow digital sales (units, revenue and channel share) across Wealth Management and Small Business Banking (Wealth Compass, InvestDirect, Small Business Chequing/Savings/Lending), in CANADA. The role based in Toronto is part of the Digital Messaging Experience & Sales Team (DMES) that delivers personalized and relevant experiences to our customers and sales for HSBC Canada by acquiring, engaging and servicing them through digital channels (the hsbc.ca web site, Online Banking, the HSBC Mobile Banking App, Email and Social). Sales strategies can include integrated (Above The Line (ATL) + Below The Line (BTL)) campaigns with Marketing, Below The Line (BTL) only campaigns and always on tactics led by Digital Messaging Experience & Sales Team (DMES).

The ideal candidate will have a strong background in digital marketing, customer segmentation, and optimization of User Experience (UX) to develop highly personal, timely and insightful customer communications that drive funnel conversion and digital sales. Previous experience at the Manager level and within the Financial Services industry is preferred.

Principle Accountabilites:

· Develop and execute digital sales strategies with key partners to drive a common digital growth agenda.
· Track performance of campaigns, funnels and digital sales through a weekly digital dashboard and Adobe Analytics reports.
· Identify trends and insights and optimize performance based on insights.
· Benchmark digital performance and processes against industry best practices; proposing change where necessary.
· Ensure sales strategies are data driven, built around customer insights, and focused on enhancing Customer Experience (CX).
· Key stakeholders include Marketing, Cutstomer Value Management, Customer Relationship Management, Data Analytics, Legal/Regulatory Compliance and Regional Digital Messaging Experience & Sales Team (DMES)Ops.
· Responsible for obtaining buy-in from stakeholders for all key initiatives with respect to targeting, offers, tactics, creative and timing.
· Be a passionate advocate for Digital and the Customer Experience to inspire stakeholders to partner with Digital Messaging Experience & Sales Team (DMES) to achieve long-term goals.
· Provide thought leadership to grow the contributions of digital within the Wealth and Personal Banking business.
· Work collaboratively across all parts of Wealth Management and Small Business Banking on sales initiatives.
· Identifying key risks, issues and interdependencies and provide appropriate mitigation strategies.
· Supporting audit / independent programme assessments as required.

Desired profile

Qualifications :

Knowledge & experience / Qualifications:

·  At least 3 years of Digital Marketing experience.
·  Strong understanding of A/B multivariate testing, UX, optimization and funnel analysis.
·  Experience leveraging data and analytics to gain insights to enhance CX and business results.
·  Strong digital expertise and a digital first mindset.
·  Strong leadership in developing differentiated, segmented sales and communication strategies
·  Background in planning and strategy in the digital business.
·  Strong collaboration, presentation, communication skills.
·  Proven ability to navigate and deliver results in a matrix organization.
·  Proven ability to lead and influence global teams.
·  Bachelor degree in Business/Marketing/Technology.

HSBC Proud


As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC Canada is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

If this is not the ideal role for you, we invite you to sign up to our talent community so that we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help us build the bank for the future.

We encourage all Indigenous peoples of North America and Persons with Disabilities to self-identify in their applications. In addition, we invite you to reach out to Matt Woods, our Diversity Recruitment Relationship Manager at matthew.r.woods@hsbc.ca for support during the selection process.