AVP, Client Engagement & Communications

Job Description

Location: Toronto

Career Level: L10

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, we believe being invested starts with our people. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year 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.

Turn client intelligence into stronger relationships.At Mackenzie Investments, we are seeking a results-oriented leader who can connect client intelligence, compelling communications and digital capabilities to strengthen advisor and client relationships. You will shape timely, relevant interactions that lead to coordinated action and measurable results.

The opportunity

Reporting to the VP, Client Experience & Engagement, you will lead our engagement and communications strategy and execution for advisors and clients. Drawing on advisor segmentation, holdings, asset flows, behaviours and service insights, you will build personalized programs across email, direct mail, secure digital experiences and Sales and Service channels.

You will also serve as the business Product Owner for Salesforce Marketing Cloud and the engagement orchestration capabilities that support connected client journeys. Working with IS, Data and counterpart Product Owners for Salesforce CRM, Service Cloud and client portals, you will translate business opportunities into product priorities and capabilities that support digital adoption and measurable business value. The role leads a multidisciplinary team and is accountable for business outcomes rather than technical platform configuration.

What you will lead

• Engagement strategy and growth. Set priorities and develop segmented engagement initiatives that deepen relationships, improve solution relevance, support asset retention and encourage digital adoption.
• Insight-led personalization. Turn approved client data and prioritized client engagement use cases into useful audiences, triggers, tailored communications and recommended next actions.
• Integrated communications calendar. Coordinate messaging, timing and delivery across Sales, Service and Marketing to address opportunities to deepen advisor and client relationships and strengthen brand recognition, ensuring that content is relevant and timely.
• Business product and orchestration roadmaps. Own Marketing Cloud business priorities, use-case backlog, adoption and value; guide the roadmap for secure orchestration, automation and next-best actions.
• Development of data and insights to drive personalization. Collaborate with Data, IS and key business leads in Sales and Service to prioritize Advisor 360 insights that can create personalized client engagement across relevant teams.
• Senior stakeholder alignment. Partner with Sales, Service, Marketing, CX, Data, IS and key Product Owners on business requirements, investment decisions, handoffs, priorities and trade-offs.
• Team execution and continuous improvement. Coach specialists across communications, engagement intelligence, digital delivery and journey execution; uphold standards for bilingual communications, privacy, consent, content quality and regulatory compliance.
• Value realization. Use measurement, experimentation and responsible AI-enabled workflows to improve engagement effectiveness, distribution productivity, client outcomes and operational efficiencies for the team.

Education and experience

• Education. Post-secondary degree or diploma in business, marketing, communications, digital technology or a related discipline; an equivalent combination of relevant education and experience will be considered.
• Progressive leadership experience. Significant experience (typically 10+ years) in client engagement, CRM-enabled business strategy, communications, product leadership or related fields, including experience managing teams and cross-functional initiatives.
• Financial services context. Experience in asset management, wealth management, advisor distribution or another regulated, relationship-led business, with a practical understanding of commercial, servicing and client needs.
• Business product ownership. Demonstrated responsibility for business vision, roadmap priorities, client journeys and use cases, adoption and outcomes for Salesforce-enabled products or comparable CRM and engagement platforms.

Capabilities that will make you successful

• Customer fluency. Understand advisor needs and how data and insights can drive personalized client engagement and improve frontline effectiveness across Sales and Service in an asset-management environment.
• Salesforce and data fluency. Understand Salesforce platforms, including Marketing Cloud, Experience Cloud, Sales Cloud and Data360, as well as connected CRM and data concepts, segmentation, journey automation and orchestration well enough to set business priorities and challenge solutions; hands-on configuration is not required.
• Executive influence. Communicate clearly with senior business and technology leaders, align competing priorities, secure decisions and navigate cross-functional dependencies.
• Analytics and experimentation. Translate client intelligence into campaigns and journey hypotheses; establish practical KPIs, evaluate results and adjust investment priorities.
• Delivery and talent leadership. Build accountable teams and productive partnerships, manage parallel initiatives and drive adoption while protecting delivery quality and operating controls.
• Governance and responsible innovation. Apply sound judgment on privacy, CASL/consent, data permissions, bilingual communications and compliant AI-assisted process improvement.

Particularly valuable experience

Canadian asset-management and advisor/dealer distribution expertise; Salesforce Marketing Cloud roadmap leadership; exposure to Advisor 360 / Data360, Salesforce CRM, Service Cloud or Experience Cloud; and experience coordinating client journeys across relationship teams and secure digital channels.

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive 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).

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.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

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

Please apply by November 23 2026.

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