Manager, Lifecycle Marketing

Wealthsimple; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

Wealthsimple is on a mission to empower financial freedom and is seeking a Lifecycle Marketing Manager. The candidate will oversee lifecycle marketing strategies and lead a team to enhance client communication journeys within a cutting-edge fintech environment. This role blends creativity and technical expertise to drive engagement and retention, amidst a commitment to transparency and low-cost financial services.

Benefits

Competitive salary with health benefits

Retirement savings matching plan

20 vacation days and unlimited sick days

$1,500 wellness and development budget

90 days away program for remote work

Qualifications

• 5+ years experience in lifecycle marketing or marketing automation.
• Strong understanding of customer/lifecycle marketing strategies.
• Solid analytical skills to manage complex data.

Responsibilities

• Manage lifecycle marketing initiatives and strategies.
• Supervise Lifecycle Marketing Specialists in campaign execution.
• Collaborate with cross-functional teams to enhance customer experiences.

Skills

Lifecycle marketing

Marketing automation

Email marketing

Analytical skills

Collaboration

Critical thinking

Education

5+ years experience in lifecycle marketing or strategic marketing roles

Tools

Salesforce Marketing Cloud

Braze

Iterable

Sendgrid

Job description

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 4 million users who trust us with more than $50 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.

We’re hiring a Lifecycle Marketing Manager to play a critical role in reimagining and implementing proactive client communication journeys across the Wealthsimple client base. This role is both technical and creative where you’ll work on the strategy and execution of end-to-end lifecycle marketing initiatives, coordinate with product leadership and lean into improving the product ecosystem, partnering with lifecycle marketing leadership to build a world-class lifecycle function, including hiring, managing, and developing one or more direct report(s).

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 Marketing 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:

• Represent the Lifecycle Marketing team as a dedicated SME to one or more business units; you will be the steward of lifecycle strategy and campaign performance for your assigned product(s).
• “Manage up” with business leaders & cross-functional partners in identifying, scoping, and prioritizing high-impact customer communication opportunities; maintain your own project backlog & experiment/optimization plans, properly allocating your team’s resources to drive business results.
• Act as 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.
• Partner with lifecycle and product marketing leadership to opportunity size and craft quarterly lifecycle strategies that align with business objectives, product roadmaps, key performance goals, and strategic initiatives.
• Supervise one or more Lifecycle Marketing Specialists in planning & executing campaigns across a variety of channels (esp. email and mobile push) including segmenting target audiences, orchestrating multi-channel journeys, and reporting on performance.
• Ideate & experiment on lifecycle strategies/tactics to drive activation, retention, engagement and cross-sell of users within Wealthsimple’s product ecosystem (eg. promotions, incentives).
• 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 behaviours, and experimental results/learnings.
• Partner with lifecycle leadership to drive process improvements, create reusable playbooks, champion marketing automation best practices, and mentor & develop junior team members.

What you bring:

• 5+ years experience in lifecycle marketing, marketing automation, or other strategic marketing roles; demonstrated experience independently leading strategic initiatives required, supervisory/management experience highly desired.
• Strong understanding of customer/lifecycle marketing strategies, email marketing best practices, leveraging & activating customer data, targeting & treatment personalization, strategic cohorting & audience segmentation.
• 3+ years hands-on experience using marketing automation tools/ESPs (e.g. Salesforce Marketing Cloud, Braze, Iterable, Sendgrid, etc.) required, experience implementing new marketing technology solutions a plus; demonstrated ability to adapt to new tools and processes rapidly.
• Solid analytical skill (e.g. Excel, Periscope, Tableau, Looker, etc.) to bring to bear on ambiguous data sets and environments, with the ability to independently form data-informed hypotheses and identify gaps in acquisition, activation, or retention funnel communications to be addressed in lifecycle channels.
• Thoughtful critical thinker with proven success in working with cross-functional teams (e.g. Marketing, Product, Creative, etc.) to define & solve business problems.
• Naturally collaborative and empathetic — both with colleagues and on behalf of clients.

Why Wealthsimple?

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

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 1,000 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.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

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.