Director, Product Engagement (Lifecycle Marketing) - 15 month FT Contract

BUILD SOMETHING PEOPLE LOVE

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's 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.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.


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 don't just service their requests, we shape their strategies.


ABOUT THE ROLE

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.

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.


IN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:

- 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 str