Senior Partnerships Manager, Wealthsimple
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Great taste and knowledge / network of cool brands
- 4-7 years experience in partnership management, business development, or a related role
- Strong relationship-building and client management skills with proven experience in negotiating and managing successful partnerships
- A maker owner attitude who takes initiative and thrives in a fast-paced, ever-evolving environment (this function will be a team of 1, supported by cross-functional partners in Product Marketing, Product, and Operations)
- High business acumen to develop rewards that are both compelling to to the client and financially attractive for us
- Collaborative and able to work effectively with cross-functional teams
What the job involves
- Our Partnerships Manager will lead the evolution of our milestone rewards program, and be the primary point of contact for partner relationships, managing ongoing initiatives and exploring new opportunities to enhance our brand and product positioning.
- You’ll oversee co-marketing activities, negotiate contracts, and work with our internal operations team to track performance and success of our partnerships. Reporting into the director of integrated marketing, this role will be the champion in evolving our partnerships program, improving value as we scale
- Develop and execute a plan to scale partnerships as a channel to deliver against the company’s goals, emphasizing opportunities to enhance brand and attract new clients
- Drive the evolution of the partnerships program, creating unique value propositions
- Collaborate cross-functionally to refine program direction based on market trends, client feedback, and performance data, ensuring the program meets both brand and acquisition goals
- Act as the main point of contact for all partners, fostering strong and ongoing relationships
- Manage reviews with partners, working closely with our internal partnerships operations lead to track and share performance learnings
- Oversee creative approvals, ensuring all co-marketing aligns with brand standards
- Own partner co-marketing surfaces in partnership with our internal working group spanning Product Marketing and Product
- Manage co-marketing initiatives across relevant touchpoints - including social, lifecycle, and event-based activations - to drive brand visibility, community engagement, and client acquisition
- Revisit and renegotiate existing contracts to support partnership evolution and ensure continued value
- Lead business development efforts to identify and secure high-impact partners that bring in new value to our clients
- Own pitching, negotiation, and implementation for new partnership perks as the program grows, ensuring the program remains compelling
- Serve as the point of contact for inbound partnership inquiries and evaluating potential for impact against our goals
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$521m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $818.3m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Articles
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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