Job Description

Company: CGL



Department: GO Client Experience



Employment Type: Regular Full-Time



Work Model: Hybrid



Language: This role operates in English.



Additional Information: This/these role(s) is/are currently vacant.




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The Opportunity:

We are a leading Canadian financial services co-operative committed to building a sustainable and resilient society. Our people are at the heart of this mission, and we foster a culture that supports growth, innovation, and purpose-driven work. As

Product Manager, Client Segment Growth

, you will play a pivotal role in shaping and delivering strategies that drive lead generation, management, and conversion across key client segments.



You will lead the development and execution of end-to-end journeys that optimize the sales funnel - from lead capture to prioritization and actioning--ensuring alignment with our broader client growth strategy.


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How you will create impact:

Lead Product Strategy & Execution

: Define and own the product vision and roadmap for lead management journeys, ensuring alignment with client segment growth objectives.

Sales Funnel Optimization

: Design and implement frameworks for lead capture, qualification, and actioning across digital and frontline channels.

Cross-Functional Leadership

: Collaborate with Marketing, Sales, Business Intelligence, Technology, and Operations to deliver seamless, data-driven lead management experiences.

Journey Mapping & Design

: Develop and refine customer journeys, wireframes, and user flows that support lead nurturing and conversion.

Data-Driven Decision Making

: Partner with analytics teams to prioritize leads, measure performance, and continuously improve conversion rates.

Technology Enablement

: Oversee the implementation and enhancement of sales enablement tools and platforms that support lead actioning and tracking.

Voice of the Client

: Leverage client insights, usability testing, and market research to inform product decisions and improve client experience.

Business Case Development

: Support the development of business cases, including cost-benefit analysis and ROI projections for lead management initiatives.
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How you will succeed:

You build strong relationships and influence cross-functional teams to drive outcomes. You foster a culture of innovation, experimentation, and continuous improvement. You are a strategic thinker who can translate vision into actionable plans. You communicate clearly and effectively, adapting your message to diverse audiences. You are comfortable navigating ambiguity and shifting priorities in a fast-paced environment.
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To join our team:

A Bachelor's or Master's degree in business, Marketing, Engineering, or a related field. 3+ years of experience in product management, strategy, or client growth roles, ideally within financial services or a related industry. Proven experience leading cross-functional initiatives focused on lead generation, sales enablement, or client acquisition. Strong understanding of customer journey design, digital channels, and CRM/lead management platforms. Experience with data analytics, performance measurement, and reporting to drive product decisions. Excellent stakeholder management and communication skills.
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What you need to know:

This role may involve direct interaction with clients and/or service providers. A background check will be required as a condition of employment.
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What's in it for you?

Training and development opportunities to grow your career. Flexible work options and paid time off to support your personal and family needs. A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

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