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Questrade Financial Group

Low-cost online investing and ETF portfolios

Manager – Lifecycle & Marketing Automation

Growth MarketingPosted on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Have a bachelor's degree in Marketing, Computer Science, Information Systems, Business Analytics, or a related field, or equivalent practical experience.
  • Have 5 to 7 years of progressive experience in marketing automation, lifecycle marketing, or CRM operations within B2B or B2B2C environments.
  • Possess hands-on proficiency designing multi-step customer journeys in Braze (Canvas, Liquid scripting, connected content) or comparable enterprise platforms such as Salesforce Marketing Cloud, Marketo, or HubSpot.
  • Demonstrate Salesforce CRM data literacy, including object relationships, lead/contact workflows, campaign attribution, and dashboard creation.
  • Have practical SQL querying skills and a strong aptitude for relational databases, audience segmentation, and funnel analytics.
  • Possess working knowledge of CASL compliance frameworks and consent management.
  • Have the ability to set up rigorous holdout groups, calculate conversion lift, and translate technical data into commercial executive reports.

Responsibilities

  • Design, build, and optimize complex, multi-branch Braze Canvases and campaigns across the broker lifecycle, including digital onboarding, submission-triggered nurture, rate-change alerts, reactivation streams, regional volume bonuses, and localized Quebec journeys.
  • Lead the technical and operational migration from Pardot to Braze with external implementation partners; map CRM schema, custom events, user attributes, and behavioral triggers between Braze and Salesforce CRM.
  • Scope, test, and scale pilot programs using AI-driven automation and predictive logic to personalize outreach and dynamically trigger next-best-action broker communications.
  • Partner with Product, Analytics, and Operations to define behavioral account-scoring models and automate signal alerts to regional Business Development Managers within 72 hours.
  • Build automated intake and enrichment workflows for leads captured at national and regional industry conferences, routing leads to field Business Development Managers within 48 to 72 hours.
  • Establish and publish the weekly lifecycle funnel scoreboard; conduct continuous A/B and multivariate tests to validate incremental volume lift against control groups; track cost and efficiency metrics for pilot initiatives.
  • Maintain database hygiene, consent capture, and communication preferences in compliance with CASL and Quebec language regulations (Bill 96), including accurate dual English/French customer records and content versions.

Desired Qualifications

  • Have lifecycle or marketing automation experience within Canadian mortgage lending, wholesale banking, fintech, or intermediary/broker-led distribution channels.
  • Have led or played a pivotal hands-on role in an enterprise marketing automation migration, such as Pardot/Account Engagement to Braze or Salesforce Marketing Cloud.
  • Have working professional proficiency in French to support localized lifecycle journeys for the Quebec market.
  • Have hands-on experience integrating generative AI or predictive routing tools into CRM and automated customer journeys.

About the Company

Questrade Financial Group

Low-cost online investing and ETF portfolios

Questrade is a Canadian online financial services provider that offers low-cost investing options for individual investors. It provides self-directed trading, diversified ETF portfolios, and actively managed accounts, all through an online platform. Investors can open accounts, build or choose portfolios, and trade securities with transparent pricing and no hidden fees. The platform generates revenue from management fees on managed portfolios, trading commissions, and related financial services. Questrade differentiates itself by focusing on low costs, clear pricing, and educational resources to help clients grow their savings. Its goal is to empower people to take control of their financial future using secure, easy-to-use tools and access to professional-quality investment options.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1999

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