Wealthsimple

Senior Manager, Marketing and Promotions

Remote

Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

About Wealthsimple

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.

Employment Type: Permanent Full Time

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!

What You'll Do

  • 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 centered 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 accountabi

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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