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).