[Remote] Senior Specialist, Lifecycle Marketing at Wealthsimple

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

3+ years of experience in lifecycle marketing, marketing automation, or other strategic marketing roles
2+ years of hands-on experience with marketing automation technology (e.g., Braze, Iterable, Salesforce Marketing Cloud, etc.)
Thoughtful, creative, and critical thinker with a systematic approach to problem-solving
Strong understanding of customer/lifecycle marketing strategies, email marketing best practices, leveraging & activating customer data, targeting & treatment patterns

Responsibilities

Own day-to-day execution of lifecycle marketing campaigns (building templates, audiences, deployment, testing, reporting)
Work closely with product marketing partners to develop and drive hyper-personalized omnichannel (email/ push/ in-app/ web & SMS) programs
Partner with leadership to brainstorm quarterly lifecycle strategies that align with business objectives, product roadmaps, key performance goals, and strategic initiatives
Ideate & experiment on lifecycle strategies/tactics to drive activation, retention, engagement, and cross-sell of users within Wealthsimple’s product ecosystem (e.g., promotions, incentives)
Act as a dedicated SME to one or more business units; be the steward of lifecycle strategy and campaign performance for your assigned product(s)
Become a thought leader in lifecycle marketing, influencing go-to-market strategies and advocating for best-in-class customer experiences through comprehensive briefs and strategic use of various channel mixes across Wealthsimple’s product ecosystem
Collaborate with data scientists & analysts to assess campaign and program performance; proactively surface data-informed opportunities for experimentation, personalization, or improvement; regularly report on program impact, client behaviors, and experimental results/learnings
Partner with lifecycle leadership to drive process improvements, create reusable playbooks, champion marketing automation best practices and leverage AI to drive efficiencies

Skills

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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