🔹 Job Title: Senior Manager, Marketing and Promotions
🔹 Company: Wealthsimple
🔹 Location: Remote (North America)
🔹 Job Type: Permanent Full Time
🔹 Category: Financial Services
🔹 Date Posted: 2025-07-30
🔹 Experience Level: 5-10 years
🔹 Remote Status: Remote (North America)
Key aspects of this role include:
ASSUMPTION: This role requires a balance of strategic thinking, operational excellence, and strong leadership skills to drive client engagement and business growth through promotions, referrals, and rewards.
✅ Foster client engagement through strategic promotions, referral programs, and rewards
✅ Optimize and scale rewards experience by refining promotional frameworks and delivery workflows
✅ Build, mentor, and support a team of Client Experience Specialists
✅ Monitor support and product data to identify friction points and areas for improvement
✅ Collaborate with Product and Engineering to implement innovative technical solutions
✅ Nurture strategic vendor relationships to ensure smooth execution and improve value
ASSUMPTION: This role involves a mix of strategic planning, operational execution, and team management, requiring strong organizational skills and the ability to balance multiple priorities.
Education: Bachelor's degree in Business, Marketing, or a related field (or equivalent experience)
Experience: 5-10 years of experience in operations, fulfillment, marketing programs, and client experience roles in a tech-forward or regulated environment
Required Skills:
Preferred Skills:
ASSUMPTION: A strong background in operations, marketing, and client experience is essential for success in this role. Industry-specific experience is a plus but not required.
Salary Range: $120,000 - $160,000 CAD per year (based on industry standards for a Senior Manager role in the financial services sector with 5-10 years of experience)
Benefits:
Working Hours: Full-time, with flexible hours and a focus on work-life balance
ASSUMPTION: The salary range is based on industry standards for a Senior Manager role in the financial services sector with 5-10 years of experience. Benefits are comprehensive and reflect Wealthsimple's commitment to employee well-being and work-life balance.
Industry: Financial Services - Wealthsimple is a leading online investment manager that provides automated investing services and financial planning tools
Company Size: 1,001-5,000 employees - Wealthsimple is a mid-sized company with a significant presence in the financial services industry
Founded: 2014 - Wealthsimple was founded in Toronto, Canada, and has since expanded to the United States and the United Kingdom
Company Description:
Company Specialties:
Company Website: www.wealthsimple.com
ASSUMPTION: Wealthsimple is a well-established company in the financial services industry with a strong commitment to innovation, accessibility, and client-centricity.
Career Level: Senior Manager - This role is a senior-level position with significant responsibility for driving client engagement and business growth through promotions, referrals, and rewards
Reporting Structure: This role reports directly to the Head of Client Experience and may have supervisory responsibilities for Client Experience Specialists
Work Arrangement: Remote (North America) - This role can be performed remotely from anywhere in North America, with a focus on work-life balance and flexible hours
Growth Opportunities:
ASSUMPTION: This role offers significant growth opportunities for the right candidate, with the potential to make a meaningful impact on the company's success.
Office Type: Remote - This role does not require regular office attendance, allowing for greater flexibility and work-life balance
Office Location(s): Toronto, Ontario (Headquarters); London, England; Brooklyn, New York
Geographic Context:
Work Schedule: Full-time, with flexible hours - Wealthsimple offers a flexible work environment with a focus on results and work-life balance
ASSUMPTION: The remote work arrangement allows for greater flexibility and the ability to attract top talent from across North America, while the company's diverse client base requires a strong understanding of various geographic markets.
Typical Process:
Key Assessment Areas:
Application Tips:
ATS Keywords: Operations, Marketing, Client Experience, Promotions, Rewards, Referrals, Data Analysis, Team Management, Vendor Management
ASSUMPTION: The interview process will focus on assessing the candidate's strategic thinking, leadership skills, and cultural fit, with a strong emphasis on problem-solving and data-driven decision making.
ASSUMPTION: The tools and technologies required for this role are standard for the industry and will be familiar to most candidates with relevant experience.
Company Values:
Work Style:
Self-Assessment Questions:
ASSUMPTION: Wealthsimple values a strong cultural fit and looks for candidates who align with its commitment to client-centricity, innovation, and inclusion.
ASSUMPTION: This role presents unique challenges that require strong leadership, adaptability, and the ability to manage multiple priorities effectively.
ASSUMPTION: This role is unique in its blend of marketing, operations, and client experience responsibilities, requiring a versatile and adaptable candidate.
ASSUMPTION: These sample projects illustrate the strategic, operational, and analytical aspects of the role and provide insight into the types of initiatives the successful candidate will be expected to lead.
ASSUMPTION: These questions are designed to provide insight into the role's priorities, challenges, and the company's approach to employee growth and well-being.
To apply for this position:
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.