Manny Da Silva Email & Phone Number

Toronto, Ontario, Canada

Leading and mentoring smart cross-functional teams to deliver innovative and strategic CRM marketing programs and personalized experiences that get results for some pretty awesome clients.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Marketing strategy for the financial services industry.

Toronto

• Manage client service, creative, strategy, project management, and technical resources delivering personalized digital experiences. A few examples are:
• Led development of lead nurture strategy for high net worth clients using a thought leadership content strategy and marketing automation platform. This included redeveloping the website.
• Create, manage, and optimize CRM automations for one of the big five banks, supporting the customer journey from acquisition to onboarding, engagement, retention, and loyalty for day to day banking. Includes two CMA.
• Lead planning, creating, and delivery of digital experiences to acquire, onboard, educate, and upsell small businesses for an accounting software provider.

Toronto

• Provide cross functional team with strategic direction and leadership on marketing and communication strategies to achieve insightful and on-the-mark communications, primarily for financial services clients.
• Led development of value prop for private wealth service of an advisor dealership and communications to take it to market, including development of rich customer personas.
• Led creation and implementation of a website strategy for a mutual fund company, with two distinct brands of funds distributed through credit unions and financial advisors.
• Accountable for relationship as email marketing partner for one of the big 5 banks, delivering more than 20MM emails per year across all business lines.
• Developed content strategies helping financial advisors to better prospect and cross sell using print and email newsletters, Web sites, and social media.
• Improved local area marketing effectiveness by implementing online portals of marketing tools for financial advisors and mortgage professionals. This resulted in stronger relationships between the financial services.

Launched and managed a non-profit, industry funded initiative providing consumers with single-window access to complaint resolution in the securities, mutual funds, banking, life, health and general insurance industries.

Lead for Canadian office of Boston-based research firm specializing in financial services industry, responsible for Canadian client relationships, sales, staff, operations, and public relations.

Manage 45 person bilingual mutual fund call centre servicing financial advisors, their dealerships, and investors. (1994 to 1998)Advisor Sales and Training Manager for Western Canada (1992 to 1994)Supervisor, Operations (1992 to 1994)Bilingual Client Services Representative (1990 to 1991)

Customer service representative followed by promotion to Supervisor at retail branch in Toronto.

Certificate In Public Relations, Public Relations

Canadian Securities Course

Certificate In Adult Education, Adult Education, Training, And Development

Cfp, Financial Planning And Services

Honours Ba, French And Commerce