Director of Product Engagement, Wealthsimple
Lifecycle Marketing - 15-Month FT Contract
Salary not provided
Mid and Senior level
Remote from Canada
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Open for applications
Salary not provided
Mid and Senior level
Remote from Canada
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- The ideal candidate has led lifecycle or CRM functions at a hyper growth, innovative, consumer-first company, brings a sharp analytical lens to everything they do, and knows how to move fast without sacrificing client experience or quality
- 4+ years of proven leadership of a lifecycle or CRM function at a consumer-first, mobile-first company — you've built and scaled retention and cross-sell programs that drove measurable business outcomes; demonstrated experience independently leading strategic initiatives required
- 8+ years of hands-on, omni-channel (email, push, SMS, in-app) experience using marketing automation tools/ESPs, with hands-on, 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, data-driven approach to decision-making — you're 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 cross-functional stakeholders — Product, Data Science, Growth — and bringing those partners along on bold, long-term initiatives
- Experience building AI-native marketing workflows — you've made thoughtful adoption decisions on AI tools and platforms, developed repeatable AI-assisted processes at a team level (personalization, segmentation, QA, reporting), and can speak credibly to AI's role in lifecycle marketing in executive and cross-functional forums
- Experience leading, developing, and holding a high bar for teams of 6+ lifecycle marketers, including Managers; you're a direct, empathetic coach who makes your team better
What the job involves
- 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 embed deeply with our Product, PMM, Data Science, and Growth partners — we don't just service their requests, we shape their strategies
- We're looking for a Director, Product Engagement to lead our lifecycle function during a pivotal period of growth
- This is a 15-month fixed-term contract, reporting to the VP, Product Marketing
- In this role, you'll own the strategic direction and execution of product engagement work across Wealthsimple's full product ecosystem (Self-directed Investing, Wealth Management, and Banking), with a primary mandate to drive cross-sell growth and deepen product adoption among our existing client base
- You'll lead a high-performing 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
- You'll own the PE cross-sell strategy end-to-end — set the targeting philosophy, shape audience frameworks (Personalization-driven segmentation, LLM powered cohorts, propensity models), and align lifecycle programs with Wealthsimple's product adoption and business goals across all core verticals
- Lead and develop a high-performing 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 AI-native working are the norm
- Set the AI and technology strategy for PE — drive adoption of AI-powered 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 cross-sell 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 program-level incrementality measurement with control groups as a standard, and use results to influence product decisions and company-wide strategy — not just marketing playbooks
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratise 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
Top investors
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$400.6m
LATE VC
May 2021
$546.2m
LATE VC
Total funding: $1.2bn
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
Leadership
Michael Katchen
(Co-Founder & CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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