Director, Product And Analytics

Director, Product and Analytics

As a member of the Marketing, Communications and Strategic Planning department, this position is responsible for overseeing product management, research and analytics, and strategic partnerships with the goal of business development and revenue growth. The successful applicant will lead and mentor a team of two marketing specialists. Reporting to the Chief Marketing and Strategy Officer and as a member of the BlueShore senior leadership team, you will contribute to the successful delivery of our business strategy and sustaining our positive corporate culture. This is an exciting opportunity to use your big picture thinking to leave a lasting mark and guide BlueShore’s product offering going forward.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and premium service, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace other financial institutions.

Key responsibilities of this role are:

Product Management

• Develop and execute business plans to increase adoption and revenue
• Manage, monitor and maintain product performance on an ongoing basis and conduct opportunity assessments on new ideas and concepts
• Define business and technical requirements and manage the relationships between technical resources and business needs
• Provide oversight on the implementation of price changes made by the Pricing Committee
• Develop product strategy and execute roadmaps to ensure maximum penetration of market segments
• As a voting member of the Pricing Committee, deliver strategic guidance on the development of pricing change recommendations and the management of semi-annual service fee reviews to ensure market positioning
• Provide direction on the development of product positioning messages in conjunction with Marketing Communications
• Identify and evaluate market and segment opportunities and pricing strategies
• Manage strategic partnerships with suppliers of products BlueShore Financial resells (e.g. market-linked term deposits, etc.) from a product marketing and sales support perspective

Research and Analytics

• Manage and develops the full-cycle online client research panel
• Oversee and in collaboration with the business intelligence team contributes to the production and ongoing enhancement of regular reports and analysis utilizing internal and external datasets
• Responsible for developing annual research strategy and execution plan aligned with business and marketing goals
• Develop and implement communication plans to convey research findings and link them to business strategies
• Oversee relationships with all external research companies and consultants to ensure commitments (deliverables, timelines) are met in all engagements
• Analyze key qualitative and quantitative research findings to identify patterns, trends, solutions; provide actionable recommendations to inform business strategies and tactics
• Oversee all ongoing research programs and ad hoc research initiatives
• Develop and manages the Marketing Research budget.

Partnerships

• Develop and manage partnerships strategy and successful execution of new and maintenance of existing partnerships
• Build long-term relationships with partners and educates them on BlueShore Financial’s brand strategy and value proposition
• Identify opportunities, develops business case recommendations and collaborates with internal stakeholders

Other

• Manage direct report(s); participates in the recruitment and selection of new staff; develop individual and department goals; evaluate staff performance using performance management system; initiate salary reviews as required; recognize and reward employees; take corrective action as required.
• Proactively coaches (through group and one-on-one sessions) and develop employee(s) to assist them in achieving career success and growth. Provide development opportunities for staff through various sources including learning sessions, internal and external training, and education courses. Ensure each employee has a learning plan in place and results are achieved.

Qualifications and Experience

• Experience with SQL and SharePoint would be considered an asset
• Solid analytical capabilities, including insight development and executive-level performance reporting, with experience using various data and research platforms
• Experience in the financial services sector and knowledge of financial products
• Solid project management experience
• Experience in product and pricing is required. Experience with deposits, propensity modelling and campaign development will be considered a strong asset
• Ability to model data, specifically with P&L, pricing and propensity metrics
• Post-secondary education in business or a related field and 7-10 years of product marketing, research and insights experience. Or equivalent combination of education and experience

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $110,000 - $140,000/year, plus competitive variable performance bonus. Employment offers are determined by knowledge, experience and internal equity.

What BlueShore Financial can provide you:

• Flexible/Hybrid schedule
• Opportunity to work in a world-class, award-winning organization
• A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and personal goals
• $1,000 flexible work benefit
• Comprehensive Total Rewards Program including bonuses, pension, flexible benefits
• 4 weeks of paid vacation to start, plus paid personal and wellness days
• Opportunities to work on projects that impact the entire organization
• Continuing education assistance

What BlueShore Financial needs from you:

• Forge relationships with colleagues for strong collaboration
• Be accountable for the risk responsibilities in your area
• Strive for continuous learning
• Communicate effectively and professionally
• Provide a premium level of service to all clients, internal and external
• Recognize the strength that diversity, equity and inclusion brings
• Exhibit a growth mind-set
• Be a proactive thinker and problem solver
• Demonstrate digital excellence

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national attention for our progressive practices. We've been formally recognized as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

We respectfully acknowledge that our services are provided on the unceded territories of the Lil’wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.