📌 Core Information
🔹 Job Title: Manager, Lifecycle Marketing
🔹 Company: Wealthsimple
🔹 Location: Remote (North America)
🔹 Job Type: Full-time
🔹 Category: Marketing
🔹 Date Posted: June 3, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Remote (North America)
🚀 Job Overview
Key aspects of this role include:
- Strategizing and executing end-to-end lifecycle marketing initiatives
- Collaborating with product leadership to improve the product ecosystem
- Managing and developing one or more direct reports
- Balancing multiple projects simultaneously without sacrificing quality
- Thinking "client first" and advocating for best-in-class customer experiences
ASSUMPTION: This role requires a strong blend of strategic thinking, technical skills, and creative problem-solving. The ideal candidate will be comfortable working in a dynamic, cross-functional environment and have a proven track record in lifecycle marketing.
📋 Key Responsibilities
✅ Represent the Lifecycle Marketing team as a dedicated SME to one or more business units
✅ Manage up with business leaders and cross-functional partners to identify, scope, and prioritize high-impact customer communication opportunities
✅ Act as a thought leader in lifecycle marketing, influencing go-to-market strategies and advocating for best-in-class customer experiences
✅ Partner with lifecycle and product marketing leadership to opportunity size and craft quarterly lifecycle strategies
✅ Supervise one or more Lifecycle Marketing Specialists in planning and executing campaigns across various channels
✅ Ideate and experiment on lifecycle strategies and tactics to drive activation, retention, engagement, and cross-sell of users
✅ Collaborate with data scientists and analysts to assess campaign and program performance and identify opportunities for improvement
✅ Partner with lifecycle leadership to drive process improvements, create reusable playbooks, champion marketing automation best practices, and mentor junior team members
ASSUMPTION: This role involves a mix of strategic planning, hands-on execution, and team management. The ideal candidate will be comfortable wearing multiple hats and adapting to new tools and processes rapidly.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field
Experience: 5+ years of experience in lifecycle marketing, marketing automation, or other strategic marketing roles; supervisory/management experience highly desired
Required Skills:
- Strong understanding of customer lifecycle marketing strategies and email marketing best practices
- Proven experience using marketing automation tools/ESPs (e.g., Salesforce Marketing Cloud, Braze, Iterable, Sendgrid, etc.)
- Solid analytical skills to form data-informed hypotheses and identify gaps in acquisition, activation, or retention funnel communications
- Thoughtful critical thinker with proven success in working with cross-functional teams to define and solve business problems
- Naturally collaborative and empathetic, both with colleagues and on behalf of clients
Preferred Skills:
- Experience implementing new marketing technology solutions
- Fluency in SQL or other data querying languages
- Experience working in a remote or hybrid work environment
ASSUMPTION: Candidates with a strong background in lifecycle marketing and a proven track record of driving business results through strategic initiatives are most likely to succeed in this role.
💰 Compensation & Benefits
Salary Range: $120,000 - $160,000 USD per year (based on industry standards for a Manager, Lifecycle Marketing role with 5-10 years of experience)
Benefits:
- 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
- Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
- Company-wide wellness days off scheduled throughout the year
Working Hours: Full-time (40 hours per week) with flexible hours and a remote work arrangement
ASSUMPTION: The salary range provided is an estimate based on industry standards for a Manager, Lifecycle Marketing role with 5-10 years of experience. Actual compensation may vary based on factors such as location, experience, and performance.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 1,001-5,000 employees (Remote-first team with over 1,000 employees coast to coast in North America)
Founded: 2014
Company Description:
- Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money
- The company offers a range of financial services, including investing, tax preparation, and financial planning
- Wealthsimple is committed to creating an inclusive and high-performing team where people can be inspired to do their best work
Company Specialties:
- Investment management
- Financial planning
- Tax preparation
- Retirement planning
Company Website: https://www.wealthsimple.com
ASSUMPTION: Wealthsimple is a well-established fintech company with a strong focus on innovation and customer-centricity. The company's remote-first culture and commitment to diversity, equity, and inclusion make it an attractive workplace for many professionals in the financial services industry.
📊 Role Analysis
Career Level: Mid-level to senior-level management role
Reporting Structure: This role reports directly to the Head of Lifecycle Marketing and may have one or more direct reports
Work Arrangement: Remote (North America) with flexible hours and the opportunity to work internationally for up to 90 days per calendar year
Growth Opportunities:
- Potential to grow into a senior leadership role within the lifecycle marketing team or expand into other areas of the business
- Opportunity to work on high-impact projects and drive significant business results
- Access to professional development budgets and wellness resources to support personal and professional growth
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to develop both personally and professionally within a dynamic and innovative organization.
🌍 Location & Work Environment
Office Type: Remote-first with physical offices in Toronto, London, and New York
Office Location(s): Toronto, London, and New York
Geographic Context:
- Wealthsimple has a strong presence in North America and is expanding its reach globally
- The company's remote-first culture allows employees to work from anywhere in North America
- The company offers a 90 days away program, enabling employees to work internationally in eligible countries for up to 90 days per calendar year
Work Schedule: Full-time (40 hours per week) with flexible hours and the opportunity to work remotely
ASSUMPTION: Wealthsimple's remote-first work environment offers employees the flexibility to balance their personal and professional lives while still collaborating effectively with colleagues across North America.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- Technical assessment or case study
- Behavioral interview with the hiring manager and a cross-functional team member
- Final interview with the Head of Lifecycle Marketing
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Technical proficiency in marketing automation tools and data analysis
- Collaboration and communication skills
- Leadership and management skills
Application Tips:
- Highlight your experience with marketing automation tools and data analysis in your resume
- Tailor your cover letter to demonstrate your understanding of Wealthsimple's mission and values
- Prepare for behavioral interview questions by reflecting on your past experiences and accomplishments
- Research Wealthsimple's products and services to show your enthusiasm for the role and the company
ATS Keywords: Lifecycle Marketing, Marketing Automation, Customer Data Activation, Audience Segmentation, Analytical Skills, Cross-Functional Collaboration, Project Management, Team Management, Campaign Performance, Customer Experience, Data Analysis, Thought Leadership, Process Improvement, Mentoring
ASSUMPTION: Wealthsimple's interview process is designed to assess candidates' technical skills, strategic thinking, and cultural fit. Successful candidates will be able to demonstrate their ability to thrive in a dynamic, cross-functional environment and drive meaningful business results.
🛠️ Tools & Technologies
- Marketing automation tools/ESPs (e.g., Salesforce Marketing Cloud, Braze, Iterable, Sendgrid, etc.)
- Analytical tools (e.g., Excel, Periscope, Tableau, Looker, etc.)
- Project management tools (e.g., Asana, Trello, Jira, etc.)
- Collaboration tools (e.g., Slack, Microsoft Teams, Google Workspace, etc.)
ASSUMPTION: Wealthsimple uses a range of tools and technologies to support its marketing efforts. Candidates should be comfortable learning and adapting to new tools as needed.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Inclusive
- Curious
- Ambitious
- Collaborative
Work Style:
- Remote-first and flexible
- Data-driven and results-oriented
- Collaborative and cross-functional
- Innovative and adaptable
Self-Assessment Questions:
- Do you thrive in a remote work environment and enjoy collaborating with colleagues across different time zones?
- Are you comfortable working with data and using it to inform your decision-making?
- Do you enjoy working in a dynamic, cross-functional team and contributing to a culture of innovation and continuous improvement?
ASSUMPTION: Wealthsimple's culture is characterized by its commitment to client-centricity, inclusivity, and innovation. Successful candidates will be able to demonstrate their alignment with these values and their ability to thrive in a remote, data-driven, and collaborative work environment.
⚠️ Potential Challenges
- Managing multiple projects simultaneously and balancing competing priorities
- Working in a dynamic, fast-paced environment with frequent changes and new initiatives
- Adapting to new tools and processes as the company continues to grow and evolve
- Navigating a remote work environment and building strong relationships with colleagues across different time zones
ASSUMPTION: While Wealthsimple offers many opportunities for growth and innovation, the role also presents unique challenges that require strong project management skills, adaptability, and a client-centric mindset.
📈 Similar Roles Comparison
- Unlike traditional marketing roles, this position focuses specifically on lifecycle marketing and customer communication strategies
- Wealthsimple's remote-first culture and commitment to innovation set it apart from more traditional financial services companies
- This role offers significant growth potential and the opportunity to work on high-impact projects, driving meaningful business results
ASSUMPTION: This role is unique in its focus on lifecycle marketing and customer communication strategies within a dynamic, innovative, and remote-first work environment. Candidates should consider their fit for this specific role and company culture when evaluating their interest in this opportunity.
📝 Sample Projects
- Developing and executing a comprehensive lifecycle marketing strategy for a new product launch
- Optimizing customer communication journeys to improve engagement and retention rates
- Collaborating with product and design teams to create personalized and targeted customer experiences
ASSUMPTION: Wealthsimple's lifecycle marketing team works on a wide range of projects, from strategic planning and execution to hands-on campaign development and optimization. Candidates should be prepared to demonstrate their ability to thrive in a dynamic and fast-paced environment.
❓ Key Questions to Ask During Interview
- Can you describe the typical lifecycle marketing initiatives for our products and how this role will contribute to their success?
- How does the lifecycle marketing team collaborate with other departments, such as product, design, and data science, to drive business results?
- What opportunities are there for professional development and growth within the lifecycle marketing team and the broader organization?
- How does Wealthsimple support work-life balance for its employees, particularly those working remotely?
- Can you provide an example of a recent lifecycle marketing initiative that had a significant impact on our business, and how the team approached it?
ASSUMPTION: Wealthsimple's interview process is designed to assess candidates' technical skills, strategic thinking, and cultural fit. Successful candidates will be able to demonstrate their ability to thrive in a dynamic, cross-functional environment and drive meaningful business results.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your experience with marketing automation tools, data analysis, and lifecycle marketing strategies
- Write a cover letter that demonstrates your understanding of Wealthsimple's mission and values, and your enthusiasm for the role
- Prepare for behavioral interview questions by reflecting on your past experiences and accomplishments
- Research Wealthsimple's products and services to show your enthusiasm for the role and the company
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
