Lifecycle Marketing Manager at Wealthsimple

Lifecycle Marketing Manager

• REMOTE (CANADA/US) 
• MARKETING TEAMS – GROWTH MARKETING
• PERMANENT FULL TIME

Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. We’re the company behind some of Canada’s leading digital financial products, and are growing faster than ever.

Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We’re looking for talented people who love a fast-paced environment, and want to ship often and make an impact with groundbreaking ideas.

We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. 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.

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. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

About this role:

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, and partner with lifecycle marketing leadership to build a world-class team, 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 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:

• 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
• 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 or improvement; regularly report on program impact, client behaviours, and experimental results/learnings
• Partner with lifecycle leadership to drive process improvements, champion marketing automation best practices, and mentor & develop junior team members

We’re looking for someone who has/is:

• 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.) and experience implementing new marketing technology solutions a plus; demonstrated ability to rapidly adapt to new tools and processes
• Solid analytical skills (e.g. Excel, Periscope, Tableau, Looker, etc.) 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
• A 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