Spencer Perry, Cim®
About Spencer Perry, Cim®
Spencer Perry is a Product Manager specializing in Digital Wealth at HSBC, with a background in journalism and business. He has extensive experience in digital communications and marketing, having previously worked at Habanero Consulting Group and the British Columbia Securities Commission.
Work at HSBC
Spencer Perry has been serving as the Product Manager for Digital Wealth at HSBC since 2018. In this role, he has been instrumental in developing and launching new account types for the HSBC Wealth Compass. His responsibilities include leading content reviews and conducting user testing to ensure optimal functionality. Perry implemented the first online functionality for HSBC mutual fund accounts in Canada, enabling clients to manage their investments online. He also created a contact strategy aimed at enhancing client communication during key investment stages, which contributed to increased sales and engagement. Additionally, he has played a significant role in expanding HSBC's digital approach to the Canadian mutual fund business.
Education and Expertise
Spencer Perry holds a Bachelor of Journalism with a Minor in Business from Carleton University. He has furthered his education at the Canadian Securities Institute, completing the Canadian Securities Course, as well as Investment Management Techniques and Portfolio Management Techniques. This educational background equips him with a strong foundation in both journalism and financial management, allowing him to effectively communicate complex financial concepts and strategies.
Background
Before joining HSBC, Spencer Perry gained valuable experience in various roles. He worked at Habanero Consulting Group as a Marketing Coordinator from 2013 to 2015, followed by a position as Communications and Brand Specialist from 2015 to 2016. He then served as a Digital Communications Coordinator at the British Columbia Securities Commission from 2016 to 2018. These roles provided him with a diverse skill set in marketing, communications, and digital strategy, which he has applied in his current position.
Achievements
Throughout his career, Spencer Perry has contributed to several initiatives that have enhanced HSBC's offerings. He initiated a series of articles aimed at educating the public on investing and personal finance, which were marketed externally for HSBC Canada. Additionally, he advised global stakeholder groups on the future of work and enhancements to HSBC's company-wide intranet. His contributions to digital marketing programs have significantly increased annual sales and growth for HSBC Wealth Compass.