Promo Operations Associate

Employment Type: Permanent Full Time

Position Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining how money is managed. We leverage smart technology to make financial services transparent and low-cost, transforming often confusing, opaque, and expensive processes. As Canada's largest fintech company, we serve over 4 million users, managing more than $70 billion in assets. We foster a culture of shipping often, impacting groundbreaking ideas, and prioritizing collaboration and humility to build inclusive, high-performing teams where individuals can do their best work.

About the Promo Operations Team

The Promotion Operations (PromoOps) team is crucial in supporting and accelerating Wealthsimple’s strategic priorities. We ensure a seamless and frictionless client promotion experience, supporting ambitious revenue and client growth projects. Our team partners across the company to:

• Ensure successful planning and execution of promotional offers and incentives.
• Provide critical client feedback to R&D/DSE teams.
• Prepare and enable the CXO organization to handle promotion-related issues.
• Build new processes to improve operational efficiency across the CXO organization.

Our core function is to simplify complexity, define structure, and implement the most efficient use of company resources (people, capital, and time) related to promotions, referrals, and rewards.

Responsibilities

As a Promo Operations Associate, you will be responsible for:

• Managing Promo issue tickets.
• Building and improving internal processes.
• Providing feedback on all promotions, referral incentives, and rewards.
• Collaborating effectively with both the CX and Growth teams.

In this role, you will have the opportunity to:

• Gain a deep understanding of our clients and their interactions with Wealthsimple.
• Work directly with our Client Experience team to shape client service.
• Partner cross-functionally with Growth, R&D, Engineering, Core Operations, and Data Science to continuously improve promotion-related processes.
• Implement, monitor, and contribute to improving metrics for critical operational processes.
• Create new and optimize existing business processes to improve efficiency and reduce errors.
• Provide clear, well-supported recommendations based on rigorous analysis.
• Proactively identify and address roadblocks, driving yourself and teams to action.
• Act as a catalyst, bringing the right people together on cross-functional projects and leaving teams stronger.
• Prioritize, build, and execute project plans, setting ambitious deliverables, timelines, and metrics.

What We're Looking For

We are looking for someone who:

• Leads by example with a no-ego attitude, willing to roll up their sleeves.
• Is a curious problem solver with strong analytical skills, understanding the numbers behind a problem.
• Has a track record of making an impact, taking initiative, and delivering improvements.
• Possesses strong project management skills, able to multi-task and prioritize multiple initiatives.
• Demonstrates extreme precision and attention to detail.
• Is an excellent communicator, able to convey complex ideas succinctly and simply.
• Is understanding and empathetic to the challenges of scaling a business, particularly those faced by frontline staff.
• Values honesty, integrity, and does what is right, not what is politically expedient.

Skills We're Looking For

• Demonstrated experience in an analytical role is considered an asset.