Senior Specialist, Lifecycle Marketing
Wealthsimple
Marketing & Communications
Remote
Posted on Nov 4, 2025
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 $100 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 Sr. Specialist, Lifecycle Marketing, 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 execute 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 developing a strategic experimentation roadmap and leveraging AI to drive efficiencies and personalization efforts.
The ideal candidate 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:
- Own day-to-day execution of lifecycle marketing campaigns (building templates, audiences, deployment, testing, reporting).
- Work closely with product marketing partners to develop and drive hyper-personalized omnichannel (email/ push/ in-app/ web & SMS) programs
- Partner with leadership to brainstorm quarterly lifecycle strategies that align with business objectives, product roadmaps, key performance goals, and strategic initiatives.
- Ideate & experiment on lifecycle strategies/tactics to drive activation, retention, engagement, and cross-sell of users within Wealthsimple’s product ecosystem (eg, promotions, incentives).
- Act 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).
- Become 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.
- 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 leverage AI to drive efficiencies.
What you'll bring:
- 3+ years of experience in lifecycle marketing, marketing automation, or other strategic marketing roles; demonstrated experience executing day-to-day campaigns in a fast-paced environment.
- 2+ years of hands-on experience with marketing automation technology (ex., Braze, Iterable, Salesforce Marketing Cloud, etc.) with demonstrated ability to adapt to new tools and processes rapidly.
- A thoughtful, creative and critical thinker who follows a systematic and rigorous approach to problem solving.
- Strong understanding of customer/lifecycle marketing strategies, email marketing best practices, leveraging & activating customer data, targeting & treatment personalization, strategic cohorting & audience segmentation.
- Proven success in working with cross-functional teams, such as product marketing, product, creative, and data science, to create and execute against shared goals that are based on data-informed hypotheses.
- Scrappy and has a willingness to learn. Executing quickly to allow for continual iteration and experimentation are core principles of our team.
- Shipped end-to-end messaging campaigns. You incept an idea, see it all the way through to implementation and learn how to improve on it next.
- An understanding of key elements of acquisition, activation, engagement and retention strategies, including customer journeys, lifecycle marketing (CRM), marketing automation and the metrics impacted.
- Able to digest ambiguous data sets and environments, communicate critical insights, and ask the right questions due to your robust analytical skillset.
- 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!
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.
