Plans and executes offline store marketing, promotional content, retail activations, and integrated campaigns. Partners with Product, R&D, and business development teams to improve onboarding, conversion, and service delivery. Tracks store traffic, conversion, and campaign ROI while ensuring marketing materials meet local regulations. Coordinates vendors, production partners, design agencies, and bilingual stakeholders across English- and Chinese-speaking teams.
Key Responsibilities
- Offline Store Experience & Content Ideation: Plan and execute engaging on-site content, promotional collateral, display copy, and interactive marketing assets tailored for retail store scenarios to deliver a premium brand experience.
- Client Conversion & Cross-Team Operations: Partner with Product and R&D teams to streamline client onboarding, service delivery, and conversion pathways within physical store environments.
- Integrated Campaign Activation: Lead the end-to-end execution of marketing team initiatives across all offline touchpoints and retail events.
- Data Tracking & Conversion Optimization: Monitor offline traffic and conversion metrics, continuously optimizing store collateral, event formats, and channel ROI.
- Compliance & BD Alignment: Collaborate with BD teams to maximize offline user acquisition impact, while ensuring all physical marketing materials comply strictly with local regulatory standards.
Requirements
Who We Are Looking For
- A creative marketer with a strong execution mindset who thrives in bringing digital brands to physical spaces.
- Excellent communicator capable of seamless collaboration across English and Chinese-speaking teams and partners.
- Highly proactive, detail-oriented, and excited by high-touch client engagement and rapid experimental setups.
Preferred Qualifications:
- Background in brokerage, retail banking, wealth management, or tech retail space.
- Familiarity with retail activation analytics, foot-traffic conversion models, and event ROI measurement.
- Understanding of basic investment concepts (equities, options, portfolio management) to ensure accurate store content.
- Experience working directly with local vendors, production partners, and design agencies
Basic Qualifications:
- Bachelor’s degree in Marketing, Business, Communications, Finance, or a related field.
- 3–5 years of experience in offline marketing, experiential content marketing, retail store activation, or integrated marketing campaigns (FinTech or consumer financial services experience preferred).
- Solid understanding of the Canadian retail/brokerage landscape and investor behavior.
- Excellent project management skills, with the ability to bridge online campaigns with physical retail activations.
- Proficient in Microsoft PowerPoint and Excel.
- Ability to work cross-functionally under tight timelines while maintaining meticulous detail.
Language Requirements:
- Bilingual (English & Chinese): Full professional fluency in both English and Chinese, with strong cross-lingual communication and copywriting abilities (Required).
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