Senior Manager, Marketing and Promotions

Remote

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should have deep experience in operations, fulfillment, marketing programs, and client experience roles within a tech-forward or regulated environment. They must demonstrate the ability to create seamless, delightful client experiences centered on human connection, build trust, and foster engagement. A passion for growing, mentoring, and developing Client Experience teams is essential, along with strong data intuition for identifying issues and creating scalable solutions. Excellent communication skills with empathy and clarity, the ability to move thoughtfully but decisively, and comfort building and nurturing external partnerships, including negotiation with vendors, are also required.

Responsibilities

The Senior Manager, Marketing & Promotions will lead and evolve client-facing promotional and rewards experiences, ensuring a seamless and high-quality client journey. Responsibilities include developing initiatives to maximize client acquisition, retention, and engagement through promotions, referral programs, and rewards. They will optimize and scale the rewards experience by refining promotional frameworks and delivery workflows to reduce manual effort and enhance client delight. This role involves building, mentoring, and supporting a team of Client Experience Specialists and forecasting staffing needs. The manager will monitor data to identify friction points and areas for improvement, collaborate with Product and Engineering on technical solutions, and nurture strategic vendor relationships to ensure smooth execution and improve program value.

Skills

Marketing Strategy

Promotions Management

Client Experience

Referral Programs

Rewards Programs

Acquisition

Retention

Engagement

Cross-functional Collaboration

Campaign Management

Product Development

Legal Compliance

Engineering Collaboration

Team Leadership

Operations Management

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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