Sarah Elliott
Mississauga,Canada
Summary
Experienced with digital marketing and platform strategies, team leadership, and performance optimization. Utilizes comprehensive financial business acumen to drive efficiency and innovation. Track record of fostering collaborative environments and achieving high-impact results.
Overview
14
14
years of professional experience
Work History
Senior Manager, Colleague Development MMS
TD Bank
05.2023 - Current
- Managed large scale project to create best in class, personalized remote new hire training program to onboard sales team for highly regulated and results driven environment.
- Led a high-performing team of 12, fostering innovation and accountability. The team streamlined onboarding with group training and personalized coaching, reducing time to productivity by 25% for new hires.
- Improved reporting and communication with stakeholders to develop predictors of success with new hires.
Senior Manager, Specialized Advice Acquisition
TD Bank
10.2020 - 11.2021
- Launched virtual Broker Series events delivering high value content from industry experts to drive acquisition and deepen engagement in Broker Channel.
- Collaborated closely on pan channel Marketing campaigns inclusive of business case for advice channels to accelerate customer acquisition and brand success.
- Analyzed acquisition funnel to identify and implement enhancements to the overall customer journey.
Senior Manager, Personal Savings and Investing
TD Bank
09.2018 - 03.2020
- Drove customer acquisition through highly optimized marketing campaign resulting in $1 billion in new AUM and over 50,000 new Registered account holders.
- Increased digital savings account opening 27% through optimizing digital experiences including website optimizations, SEO, paid media and campaigns.
- Created compelling business case to secure funding for website redesign based on persona journeys, inclusive of tools and calculators, SEO centric content and A/B optimization results.
- Partnered with Marketing to optimize budget and enhance productivity year over year.
Senior Manager, Digital Performance for Personal Savings and Investing
TD Bank
02.2017 - 09.2018
- Led core engagement between Personal Savings and Investing, Digital Channels and Marketing to enhance user journeys and optimize digital platforms and initiatives resulting in exceeding Savings KPI and increasing channel share for Savings from 4% to 11%
- Interfaced with Digital channels partners to identify opportunities for PS&I within digital experiences, created strategic long term vision and annual roadmap for digital capabilities to drive business and customer value
- Created annual plan for KPIs for PS&I sales in collaboration with business, Marketing and Finance and tracked and exceeded plan for Savings and Mutual Funds, +50% and +14% respectively
- Provided development opportunities for direct reports and mentees to drive and elevate advice conversations to enhance overall customer journey.
Product Manager, Digital Channels Wealth
TD Bank
06.2014 - 01.2017
- Guided strategic vision work for transformation of TDAM properties and presented to senior executives including EVP to secure investment in platform
- Led cross functional team of designers, business partners and technology stakeholders
- Led the TD WealthKey (TD Bank AMCB's first robo-advisor) initiative for digital which required close management of cross border teams including compliance, marketing, design, technology, business and vendor (Sig Fig) teams
- Managed and led critical vendor discussions for TD WealthKey and successfully aligned relationships between fintech (SigFig) and incumbent culture
- Participated in TD's flagship agile project to transform WebBroker
- Directed product design for goal planning, future projections, return client engagement and cross selling opportunities for Project Silo, TD's first in house robo advice initiative that resulted a best in class product and digital experience
Manager, Product Management and Development
CI Investments
09.2013 - 05.2014
- Designed and implemented product and features for HNW client
- Successfully delivered design and pricing strategy to executive leaders including COO, CPO and President
- Developed competitive investment products that were suitable for clients based on need, objectives and market conditions
- Coordinated Mutual Fund mergers due to acquisition to reduce duplication in product lineup
- Managed project through regulatory rules, client proxy and tally, press release and stakeholder meetings
Senior Product Analyst, Product Management and Development
CI Investments
04.2012 - 09.2013
- Developed online tool functionality for advisors to generate sales, generate market commentaries and recommend asset allocation and mutual fund investments for their clients
- Streamlined the sales process for more effective and compliant sales strategy
- Executed projects that involved coordinated several departments including operations, compliance, communications, and legal
- Streamlined product lineups to enhance tax efficiency and communicated the benefits of tax structures for supporting sales teams to Advisors
Product Analyst, Segregated Funds Product Management
CI Investments
10.2010 - 04.2012
- Assisted in development of retirement planning strategies aimed to provide income and estate planning solutions through Segregated Fund Contracts offered in partnership and with a close working relationship with SunLife Financial
- Presented to advisors in-depth knowledge of registered plan features and income strategies to deliver best practices and strategic planning to their clients
- Assisted in determining strategies and changes in investment portfolio for volatility in markets and client's tolerance for investment risk
Education
Certified Financial Planner - CFP designation (CFP)
Financial Planning Standards Council
01-2013
Canadian Securities Course -
Canadian Securities Institute
Toronto, ON01.2009
Bachelors in Science - Business
University of Waterloo
Waterloo, ON01.2007
Skills
- Strategic planning
- Oral communication
- KPI tracking
- Reporting and analysis
- Product performance metrics
- Continuous learning mindset
- Cross-functional collaboration
- Literacy development
- Product strategy
- Staff training and development
- Data-driven decision making
Achievements Activities
- Advisory Committee member for Management Associate Program
- Completed TD's Activate leadership program
- Completed Institute of Product Management, TD
- Multiple time League of Excellence Monthly Winner
- Completed Half and Full Marathon
- Instructor - Money Matters Volunteer Program for Newcomers to Canada
- Volunteer for Hope Kids and Hope Bible Church Oakville
- Volunteered for Soup Sisters Meal Preparation and Ronald MacDonald House
Timeline
Senior Manager, Colleague Development MMS
TD Bank
05.2023 - Current
Senior Manager, Specialized Advice Acquisition
TD Bank
10.2020 - 11.2021
Senior Manager, Personal Savings and Investing
TD Bank
09.2018 - 03.2020
Senior Manager, Digital Performance for Personal Savings and Investing
TD Bank
02.2017 - 09.2018
Product Manager, Digital Channels Wealth
TD Bank
06.2014 - 01.2017
Manager, Product Management and Development
CI Investments
09.2013 - 05.2014
Senior Product Analyst, Product Management and Development
CI Investments
04.2012 - 09.2013
Product Analyst, Segregated Funds Product Management
CI Investments
10.2010 - 04.2012
Canadian Securities Course -
Canadian Securities Institute
Bachelors in Science - Business
University of Waterloo
Certified Financial Planner - CFP designation (CFP)
Financial Planning Standards Council