Lifecycle Marketing Specialist

Your career is an investment that grows over time!

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 3 million users who trust us with more than $30 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.

About the role

We’re hiring a Lifecycle Marketing Specialist to play a critical role in Wealthsimple’s proactive client communication initiatives. This role is both technical and creative where you’ll work on the planning and execution of end-to-end lifecycle marketing campaigns across Wealthsimple’s brand and product ecosystem.

The ideal candidate is one who can think “client-first” who can balance multiple projects simultaneously without sacrificing on quality and who understands the interconnected technical and creative elements of consumer performance marketing programs. You’ll be joining our multidisciplinary Growth organization where you’ll work with stakeholders from Product Engineering Design Data Science Communications & Engineering and other growth and lifecycle marketers like yourself.

In this role you’ll have the opportunity to:

• Own day-to-day execution of lifecycle marketing campaigns across a variety of channels (esp. email and mobile push) including segmenting target audiences orchestrating multi-channel journeys building templates QA & deploying campaigns and reporting on performance.

• Work with the Lifecycle Marketing team to design and implement automated multi-channel programs and experiments across the client lifecycle.

• Ideate & experiment on lifecycle strategies/tactics to drive activation retention engagement and cross-sell of users within Wealthsimple’s product ecosystem (eg. promotions incentives).

• Analyze campaign and program performance; proactively report on campaign impact client behaviours and experimental results/learnings.

• Maintain and execute against Wealthsimple’s lifecycle marketing promotional campaign calendar.

• Execute and analyze A/B tests to increase campaign performance and conversion rates.

We’re looking for someone who:

• Brings 2-5 years hands-on experience using marketing automation platforms (e.g. Braze or Iterable preferred); demonstrated ability to rapidly adapt to new tools and processes.

• Has 1+ years of experience coding for email or equivalent HTML/CSS skill required; SQL experience a plus.

• Brings strong understanding of audience segmentation across channels campaigns and more required.

• Has an understanding of email marketing best practices including responsive design inboxing/deliverability and audience segmentation.

• Has campaign performance analysis & reporting and A/B testing experience; demonstrated experimental design ability is a strong plus.

• Has familiarity with key elements of lifecycle marketing acquisition activation engagement and retention strategies & tactics (esp. automated customer journeys triggered comms and multi-channel campaigns).

• Has proven success in working with cross-functional teams (e.g. Marketing Product Creative etc.) to set and execute against data-informed growth targets/OKRs.

• Is naturally collaborative and empathetic — both with colleagues and on behalf of clients!

• Brings experience with mobile marketing (e.g. push notifications in-app messaging) — this is a plus!

Why Wealthsimple?

🤑 Competitive Salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1500 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

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow Women of Wealthsimple Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race religion colour national origin gender sexual orientation age marital status or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond please let us know and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.