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EQ BankPosted 1 month ago

Associate Director, Direct-to-Consumer

HybridToronto, Ontario, Canada

Full TimeSenior LevelLarge

Job Summary

Define and execute the Direct-to-Consumer growth strategy, including annual sales, marketing, and P&L objectives, while translating corporate goals into actionable plans for sales and service execution. Oversee the team managing all inbound leads, optimizing the sales funnel from awareness through funding, and implementing KPIs that measure lead quality, conversion, and customer satisfaction. Build and refine processes, tools, and training to enable efficient execution, champion digital transformation through automation and analytics, and lead a high-performing team across sales operations and marketing enablement. Work closely with Legal, Credit, Product, and Marketing to ensure alignment on programs and brand standards, while managing external suppliers and negotiating key contracts. Lead, coach, and develop a high-performing team across sales operations, customer engagement, and marketing enablement, fostering a culture of accountability and continuous improvement.

Required Qualifications

  • Bachelor's degree in Business, Marketing, Economics, or related field
  • 10+ years of experience in direct-to-consumer leadership roles spanning sales, marketing, or operations
  • Experience in financial services or fintech
  • Experience as a General Manager with many indirect relationships being managed
  • Proven track record in building and scaling high-performing D2C sales and marketing organizations
  • Deep experience with CRM systems
  • Experience with Microsoft Dynamics
  • Experience with performance dashboards
  • Experience with marketing/sales automation tools
  • Strong analytical, strategic, and financial acumen
  • Ability to interpret data and translate insights into action
  • Demonstrated success leading cross-functional teams
  • Ability to manage multiple priorities in a fast-paced, growth-oriented environment
  • Excellent communication and leadership skills
  • Ability to influence at all levels
  • Ability to quickly understand the product, market, and customer base
  • Adaptability, creativity, and a test-and-learn mindset
  • Strong relationship-building and influence skills
  • Start-up mentality
  • Entrepreneurial drive
  • Ability to combine structure and accountability
  • Ability to be in office 1-5 days a week
  • Ability to attend meetings with suppliers / vendors in Toronto
  • Ability to make no travel outside Ontario
  • Ability to spend most of the day at a desk
  • Ability to directly manage the Customer Experience Sales Team
  • Dotted line accountability of marketing, technology, contact centre, underwriting and servicing responsibilities
  • Ability to make decisions that drive the key metrics for this role
  • Ability to manage and interact with marketing and technology suppliers
  • Ability to help set the strategy, manage execution and key metrics related to external contacts
  • Ability to negotiate key contracts for approval by the VP, Decumulation
  • Ability to interact with marketing, technology, contact centre, underwriting and servicing internally
  • Ability to successfully complete a criminal background check
  • Ability to successfully complete a credit check

Desired Qualifications

  • Experience in financial services or fintech
  • Experience as a General Manager with many indirect relationships being managed
  • Proven track record in building and scaling high-performing D2C sales and marketing organizations
  • Deep experience with CRM systems (Microsoft Dynamics preferred)
  • Experience with performance dashboards
  • Experience with marketing/sales automation tools
  • Strong analytical, strategic, and financial acumen
  • Ability to interpret data and translate insights into action
  • Demonstrated success leading cross-functional teams and managing multiple priorities in a fast-paced, growth-oriented environment
  • Excellent communication and leadership skills with the ability to influence at all levels
  • Requires a balance of strategic thinking and hands-on execution
  • Ability to drive both growth and operational discipline
  • Ability to make informed decisions that drive revenue and customer satisfaction
  • Ability to operate in a dynamic, high-growth environment
  • Adaptability, creativity, and a test-and-learn mindset
  • Ability to collaborate across multiple departments with competing priorities
  • Strong relationship-building and influence skills
  • Start-up mentality within a larger organization
  • Ability to combine entrepreneurial drive with structure and accountability

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