Job Title

Build something people love Wealthsimple''''s mission is to help everyone achieve financial freedom by making financial services simple, transparent, and low-cost. Were Canadas largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. Were proud of what weve built and were just getting started. Read our Culture Manual and learn more about how we work. About The Product Engagement (Lifecycle) Team Our Product Engagement (PE) team''''s mission is to connect clients to value ensuring every client discovers, learns, adopts, and grows with our products. We do that through smart, personalized lifecycle communications across email, push, SMS, and in-app, powered by behavioural data, rigorous experimentation, and an increasingly AI-native way of working. We embed deeply with our Product, PMM, Data Science, and Growth partners we dont just service their requests, we shape their strategies. About The Role Were looking for a Director, Product Engagement to lead our lifecycle function during a pivotal period of growth. This is a 15month fixedterm contract, reporting to the VP, Product Marketing. In this role, youll own the strategic direction and execution of product engagement work across Wealthsimples full product ecosystem (Selfdirected Investing, Wealth Management, and Banking), with a primary mandate to drive crosssell growth and deepen product adoption among our existing client base. Youll lead a highperforming team of lifecycle marketers, set the vision for how we use data and AI to engage clients at scale, and serve as a senior voice for the Lifecycle function across the organization. The ideal candidate has led lifecycle or CRM functions at a hypergrowth, innovative, consumerfirst company, brings a sharp analytical lens to everything they do, and knows how to move fast without sacrificing client experience or quality. In this role, youll have the opportunity to: Own the PE crosssell strategy endtoend set the targeting philosophy, shape audience frameworks (personalizationdriven segmentation, LLMpowered cohorts, propensity models), and align lifecycle programs with Wealthsimple''''s product adoption and business goals across all core verticals Lead and develop a highperforming lifecycle team set a high bar for craft and ownership, coach managers and specialists on strategic thinking and execution excellence, and build a culture where feedback, experimentation, and AInative working are the norm Set the AI and technology strategy for PE drive adoption of AIpowered personalization, evaluate and make decisions on new platform capabilities, and champion scalable, automated workflows that increase team impact without increasing headcount Establish PE as a strategic growth driver represent the lifecycle function in senior leadership forums, bring crosssell and client behaviour insights into product planning and roadmap conversations, and ensure PE is seen as a partner in business outcomes, not just a campaign execution team Govern experimentation and measurement at scale set the PE experimentation philosophy, drive programlevel incrementality measurement with control groups as a standard, and use results to influence product decisions and companywide strategy not just marketing playbooks What youll bring: 4+ years of proven leadership of a lifecycle or CRM function at a consumerfirst, mobilefirst company youve built and scaled retention and crosssell programs that drove measurable business outcomes; demonstrated experience independently leading strategic initiatives required 8+ years of handson, omnichannel (email, push, SMS, inapp) experience using marketing automation tools/ESPs, with handson, recent execution experience in Braze or equivalent enterprise marketing automation platforms Deep knowledge and understanding of customer/lifecycle marketing strategies, email marketing best practices, leveraging &activating customer data, targeting & treatment personalization, strategic cohorting & audience segmentation A rigorous, datadriven approach to decisionmaking youre comfortable with data visualization tools and experimentation design, and you instinctively connect campaign performance to business metrics A track record of earning trust and influence with senior crossfunctional stakeholders Product, Data Science, Growth and bringing those partners along on bold, longterm initiatives Experience building AInative marketing workflows youve made thoughtful adoption decisions on AI tools and platforms, developed repeatable AIassisted processes at a team level (personalization, segmentation, QA, reporting), and can speak credibly to AI''''s role in lifecycle marketing in executive and crossfunctional forums Experience leading, developing, and holding a high bar for teams of 6+ lifecycle marketers, including Managers; youre a direct, empathetic coach who makes your team better Why Wealthsimple? Toptier health benefits and life insurance Longterm group savings with employer match, through Wealthsimple for Business 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year 90 days away: work outside Canada for up to 90 days per year Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: youll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means were always looking for better ways to work whether thats new tools, AI, or rethinking how we approach a problem. We dont expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products were building. Inclusion Statement Were building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Were committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know well work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. AI in Hiring We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but dont replace human judgment all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us. #J-18808-Ljbffr