Promotional Incentives Manager

External

Fil · Toronto, Canada

$105K–$135K/yrFull-timeRemoteToday

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About the role

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

Responsibilities

You will own a multi-quarter roadmap, experiment with new incentive models, collaborate with internal partners and senior leaders, and drive measurable business impact across the Investly ecosystem.

If you're energized by experimentation, customer-centric digital investing, and solving complex growth challenges, this is an opportunity to directly shape Investly's future.

Drive a Strategic, Growth-Focused Incentive Roadmap

Develop, own, and evolve a multi-quarter incentive strategy aligned with Investly's growth priorities.

Prioritize initiatives that measurably increase funded investors, customer lifetime value, and market share.

Support leadership to inform long-term planning and expansion opportunities.

Design and Test Innovative Incentive Models

Lead the development of creative incentive structures grounded in financial modeling, behavioural insights, and personalization.

Pilot new approaches-referrals, campaign mechanics, loyalty -and scale successful experiments.

Embody a culture of test-and-learn experimentation.

Collaborate Across the Organization to Deliver Seamless Customer Experiences

Partner with Finance, Compliance, Legal, Marketing, Software Development, Operations (Investly CX), and Data teams to ensure incentives are financially sound, compliant, and integrated into the customer journey.

Support Marketing in orchestrating multi-channel campaigns, including email, SMS, push, and emerging channels.

Build and Manage Our Vendor Ecosystem

Source and manage best-in-class vendors that enable scalable incentive execution.

Partner with Legal, Compliance, Finance, and IS teams to secure commercial agreements and ensure vendor alignment with Investly's standards.

Measure Performance & Deliver Strategic Insights

Define and monitor KPIs tied to Investly's growth outcomes

Use AI tools to analyze campaign performance, validate results, and generate insights - in partnership with Finance.

Present reporting and recommendations to guide business decisions and resource allocation.

Promotional Incentives Manager

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