Director of Marketing Operations, 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
- 12+ years of experience in marketing ops, revenue ops, or a similar role within a complex organization
- Proven expertise with industry-standard and emerging tools (e.g. Braze, High Touch, Segment, Salesforce, Dovetail, ad buying platforms, Asana, etc.)
- Strong judgment, clear communication skills, and the confidence to push back when needed (with kindness)
- A systems thinker with a strong bias toward simplification
- A maker-owner mindset; takes initiative and thrives in fast-paced, ever-evolving environments - comfortable navigating ambiguity
- A collaborative leader who inspires teams, resolves conflicts, and drives work forward
- Experienced in leading complex, cross-functional projects with multiple stakeholders
- Comfortable collaborating across marketing, sales, finance, and IT
What the job involves
- This is a new function within marketing so we need your expertise to help us improve/stand up our systems and processes to deliver more impact
- You’ll be focused on leading the second pillar of our Integrated Marketing function: Marketing Strategy & Operations, the engine that keeps our marketing org running smoothly and aligned to business goals
- As the Director of Marketing Operations, you’ll act as a key partner to the Chief Commercial Officer, supporting strategic planning and performance reporting with the Data Science team, and serving as the go-between for Marketing Operations and Commercial leadership
- From campaign tooling and project resourcing to workflow design and budgeting, you and our small but mighty team will ensure that projects stay on track, resources are well-utilized, and the org is empowered to deliver great work at scale
- Act as a measured connection point between marketing and creative, ensuring alignment on priorities and seamless execution across functions
- Partner cross-functionally with sales, finance, and IT to align on data, reporting, and technology needs, including compliance with data governance requirements
- Insights & Tooling — in partnership with the Data team (R&D):
- Build reporting frameworks to improve marketing effectiveness and provide recommendations for optimization (what to start, stop, change)
- Maintain key marketing metrics (ROI, pipeline contribution, etc)
- Act as the key link between Marketing Ops & Commercial leadership to align on business impact and performance tracking
- Own, implement, and maintain tooling for campaign execution, creative workflows, lead scoring, and analytics, with a long-term view to expand scope into CRM and attribution
- Operational Excellence & Process Improvement:
- Improve and standardize cross-functional workflows and best practices – ensuring clear communication, and alignment across teams including creative, marketing, legal, as well as external partners and agencies
- Implement project management best practices, tools, and processes to ensure smooth project execution from brief to delivery
- Continually improve on those processes, implement automations, and create playbooks that enable the team to scale and self-serve
- Budget & Resource Management:
- Own the marketing budget: forecasting, reporting, and optimization – working closely with our Director of FP&A partner
- Track spend and performance across teams and channels
- Help us make tradeoffs between time, money, and people – ensuring resources are appropriately applied in service of delivering on our org goals
- Leadership & Overseeing PMs and Producers:
- Lead and mentor a team of mid to senior level producers and operations specialists
- Foster a collaborative, solutions-oriented culture that empowers teams to do their best work
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
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$542.3m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $843m
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
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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