📌 Core Information
🔹 Job Title: Associate Manager, Lifecycle Marketing
🔹 Company: EQ Bank | Equitable Bank
🔹 Location: Toronto, Ontario, Canada
🔹 Job Type: Full Time
🔹 Category: Financial Services
🔹 Date Posted: May 1, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site (Toronto office)
🚀 Job Overview
Key aspects of this role include:
- End-to-end execution of marketing initiatives to support customer lifecycle stages
- Building and optimizing automated customer journeys
- Managing creative development process and ensuring flawless campaign execution
- Data-driven analysis to improve campaign performance
- Collaboration with various stakeholders to ensure customer-centric communication
ASSUMPTION: This role requires a strong understanding of customer communication principles and experience with CRM software and CASL regulations.
📋 Key Responsibilities
✅ Lead the end-to-end execution of marketing initiatives to support onboarding, funding, product adoption, and deposit growth
✅ Build and optimize automated customer journeys across lifecycle stages, including message development, testing, and reporting
✅ Manage the creative development process, working closely with internal agency, product partners, and legal/compliance to deliver innovative and impactful programs
✅ Use data-driven analysis to test messaging and channels, continuously improving campaign performance
✅ Advocate for customers within the EQ Bank marketing team, ensuring high-quality interactions across all lifecycle stages and channels
✅ Collaborate with various stakeholders to ensure alignment on customer communication and timing
✅ Work with Customer Care, CX, and Product teams to identify and alleviate customer pain points and ensure an omni-channel customer experience
ASSUMPTION: This role involves managing multiple projects simultaneously and requires strong time management skills and the ability to work independently.
🎯 Required Qualifications
Education: Post-secondary education in Marketing, Commerce, or related experience
Experience: 3-5 years of experience in lifecycle or email marketing
Required Skills:
- Familiarity with CRM software (e.g., MS Dynamics or Salesforce Marketing Cloud)
- Strong understanding of customer communication principles
- Experience developing clear, focused creative briefs
- Strong analytical skills and ability to translate data into business insights
- Passion for customer insights and communications to achieve business objectives
- Excellent time management skills and ability to manage multiple projects simultaneously
- Self-starter with strong verbal, written, and communication skills
- Experience working in a fast-paced environment using agile methodologies
- Track record of delivering key business results
Preferred Skills:
- Financial Services experience
ASSUMPTION: While not explicitly stated, experience with MS Dynamics or Salesforce Marketing Cloud is likely required for this role.
💰 Compensation & Benefits
Salary Range: CAD 80,000 - 100,000 per year (Based on industry standards for a Marketing Manager role in Toronto)
Benefits:
- Competitive discretionary bonus
- Market-leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while caring for your little one
- Generous vacation policy and personal days
- Annual professional development allowance and a comprehensive Career Development program
Working Hours: Full-time, typically 9:00 AM - 5:00 PM EST, Monday to Friday
ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Manager role in Toronto with 3-5 years of experience.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically digital banking and personal finance
Company Size: 1,001-5,000 employees, which means a mid-sized to large organization with established processes and teams
Founded: 1970, with a rich history in the financial services industry
Company Description:
- EQ Bank is a digital platform focused on driving change in Canadian banking to enrich people's lives
- Part of Equitable Bank, Canada's Challenger Bank™, with over $125 billion in combined assets under management and administration
- Named one of the top banks in Canada on the Forbes World's Best Banks list since 2021
Company Specialties:
- Lending (including mortgages, residential lending, commercial lending, and reverse mortgages)
- Insurance lending and equipment leasing
- Credit Union services
- Trust services
- Digital banking and personal finance
Company Website: https://www.eqbank.ca/
ASSUMPTION: EQ Bank is committed to driving change in the banking industry and offers a unique opportunity for candidates looking to grow in a dynamic environment.
📊 Role Analysis
Career Level: Mid-level management, with opportunities for growth and development
Reporting Structure: Reports directly to the Senior Manager, Personal Banking Growth
Work Arrangement: On-site in Toronto, with potential for hybrid or remote work in the future
Growth Opportunities:
- Potential career progression within the marketing department or broader organization
- Chance to work on high-impact projects and drive business results
- Opportunity to learn and develop skills in a fast-paced, agile environment
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to learn, develop, and advance their career within the organization.
🌍 Location & Work Environment
Office Type: Modern, collaborative workspace with a focus on employee well-being
Office Location(s): 30 St Clair Avenue West, Suite 700, Toronto, Ontario M4V 3A1, Canada
Geographic Context:
- Toronto is a multicultural, vibrant city with a strong financial services industry
- Close proximity to public transportation, shopping, and dining options
- Access to various amenities and attractions, including parks, museums, and sports facilities
Work Schedule: Standard business hours, with flexibility for remote work arrangements in the future
ASSUMPTION: The Toronto office offers a dynamic and engaging work environment, with easy access to various amenities and attractions.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-person or virtual interview with the hiring manager and other team members
- Final interview with the senior leadership team
Key Assessment Areas:
- Customer-centric mindset and communication skills
- Analytical and problem-solving abilities
- Project management and organizational skills
- Cultural fit and alignment with EQ Bank's values
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills
- Prepare examples of your work, including customer communication campaigns and data-driven insights
- Research EQ Bank and the financial services industry to demonstrate your knowledge and enthusiasm
ATS Keywords: Lifecycle Marketing, Email Marketing, CRM Software, Customer Communication, Creative Briefs, Analytical Skills, Data Analysis, Project Management, Self-Starter, Verbal Communication, Written Communication, Agile Methodologies, Customer Insights, Business Results, Time Management, Collaboration
ASSUMPTION: EQ Bank uses an Applicant Tracking System (ATS) to manage job applications, and including relevant keywords in your resume can help improve your chances of being selected for an interview.
🛠️ Tools & Technologies
- CRM software (e.g., MS Dynamics or Salesforce Marketing Cloud)
- Email marketing platforms (e.g., Mailchimp, Constant Contact)
- Project management tools (e.g., Asana, Trello)
- Data analysis tools (e.g., Google Analytics, Tableau)
ASSUMPTION: Familiarity with the mentioned tools and technologies is likely required for this role, although specific tools may vary based on EQ Bank's internal systems.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric approach
- Innovation and continuous improvement
- Collaboration and teamwork
- Accountability and integrity
- Diversity, equity, and inclusion
Work Style:
- Agile and fast-paced environment
- Focus on data-driven decision-making
- Collaborative and cross-functional teamwork
- Strong emphasis on customer communication and experience
Self-Assessment Questions:
- Do you have a proven track record of driving business results through customer-centric marketing campaigns?
- Are you comfortable working in a fast-paced, agile environment and managing multiple projects simultaneously?
- Do you thrive in a collaborative, cross-functional team setting and enjoy working with various stakeholders to deliver innovative solutions?
ASSUMPTION: EQ Bank values a strong cultural fit and looks for candidates who align with their core values and work style.
⚠️ Potential Challenges
- Managing multiple projects and priorities simultaneously
- Working in a fast-paced, agile environment with tight deadlines
- Navigating a large organization with established processes and teams
- Adapting to a customer-centric culture with a focus on continuous improvement
ASSUMPTION: While EQ Bank offers a dynamic and engaging work environment, candidates should be prepared to manage multiple priorities and adapt to a fast-paced, agile setting.
📈 Similar Roles Comparison
- Compared to other lifecycle marketing roles, this position places a stronger emphasis on data-driven analysis and customer-centric communication
- As a mid-sized to large financial services organization, EQ Bank offers more established processes and teams compared to smaller startups or fintech companies
- Career progression opportunities may vary depending on the organization's size and structure
ASSUMPTION: This role offers a unique blend of data-driven analysis, customer-centric communication, and established processes, making it an attractive opportunity for candidates with relevant experience.
📝 Sample Projects
- Developing and executing a customer onboarding campaign to improve activation rates and deposit growth
- Optimizing automated customer journeys to improve engagement and reduce churn
- Collaborating with product teams to launch new features and drive adoption through targeted marketing campaigns
ASSUMPTION: These sample projects demonstrate the hands-on, data-driven, and customer-centric nature of the Associate Manager, Lifecycle Marketing role at EQ Bank.
❓ Key Questions to Ask During Interview
- How does EQ Bank support the professional development and growth of its employees?
- What are the key priorities for this role in the first 90 days?
- How does EQ Bank measure the success of its lifecycle marketing campaigns, and what are the key KPIs?
- What is the team structure and dynamic within the Personal Banking Growth department?
- How does EQ Bank foster a customer-centric culture, and what are some examples of customer-focused initiatives?
ASSUMPTION: Asking thoughtful, relevant questions during the interview process can help demonstrate your interest in the role and provide valuable insights into EQ Bank's culture and work environment.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills, including specific examples of customer communication campaigns and data-driven insights
- Prepare for your interview by researching EQ Bank and the financial services industry, and practicing your responses to common interview questions
- Follow up with the hiring manager after your interview to express your appreciation and reiterate your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
