Posted at: 30 July
Senior Manager, Marketing and Promotions
Company
CompanyWealthsimple
Wealthsimple is a Toronto-based fintech B2C platform offering automated investment management, financial advisory, and trading services, targeting individuals in Canada and beyond.
Remote Hiring Policy:
Wealthsimple is a remote-first company primarily hiring from Canada, with team members located across North America. Employees can also work internationally in eligible countries for up to 90 days per year.
Job Type
Job TypeFull-time
Allowed Applicant Locations
Allowed Applicant LocationsCanada, North America
Job Description
Senior Manager, Marketing and Promotions
Remote
Operations – Client Experience Operations /
Permanent Full Time /
Remote
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the role
We’re looking for a strategic, collaborative, and operations-minded Senior Manager, Marketing & Promotions (Client Experience Operations) to lead and evolve our client-facing promotional and rewards experiences. In this role, you’ll be responsible for ensuring clients have a seamless, high-quality experience with all things related to promotions, referrals, and rewards — while driving key business outcomes like acquisition, retention, and engagement.
You will work cross-functionally with Growth, Marketing, Product, Legal, and Engineering to launch new campaigns and improve existing ones, while continuously finding opportunities to reduce client friction, increase fulfillment efficiency, and elevate how we deliver value to our clients through incentives. You will also lead and grow a team that operates at the intersection of marketing campaigns and client support, owning both strategy and execution, shipping client-first solutions to Canadians on their mission of financial freedom!
In this role, you will have the opportunity to:
- Foster client engagement: Develop initiatives that maximize client acquisition, retention, and engagement through strategic promotions, referral programs, and rewards.
- Optimize and scale our rewards experience: Partner with Growth and Marketing to refine promotional frameworks and delivery workflows, reducing manual effort while ensuring clients have a seamless, delightful experience from campaign to fulfillment.
- Build and inspire your team: Grow, mentor, and support a team of Client Experience Specialists while thoughtfully forecasting staffing needs for seasonal spikes.
- Make thoughtful, data-informed decisions: Monitor support and product data to uncover friction points, understand root causes of client challenges, and identify areas for improvement.
- Cultivate cross-functional partnerships: Collaborate with Product and Engineering to implement innovative technical solutions and seamless execution of promotions and campaigns.
- Nurture strategic vendor relationships: Build and maintain meaningful relationships with third-party partners (e.g., Apple, Uber) to ensure smooth execution, thoughtfully negotiate program terms, and uncover opportunities to improve value, turnaround time, and delivery.
Skills you bring:
- Deep experience in operations, fulfillment, marketing programs, and client experience roles in a tech-forward or regulated environment.
- You create seamless, delightful client experiences centred on human connection — building trust and fostering engagement.
- A passion for and experience growing, mentoring, and developing Client Experience teams.
- You're intuitive with data and excel at identifying what needs attention, then creating scalable solutions that support clients and drive meaningful business results.
- You communicate with empathy and clarity, delivering thoughtful, solution-focused messages that help cross-functional teams understand and connect.
- You move thoughtfully but decisively, knowing how to bring people together around shared goals — plus you collaborate naturally with product and engineering to co-create better systems.
- Comfort building and nurturing external partnerships — from collaborative negotiations with vendors to maintain accountability on SLAs and performance.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
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