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 4 million users who trust us with more than $70 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.
About the Promo Operations Team
The Promotion Operations (PromoOps) plays a critical role in supporting and accelerating Wealthsimple’s strategic priorities. The team supports Wealthsimple’s most ambitious and important revenue and client growth projects by ensuring that our clients’ promotion experience is as seamless and frictionless as possible. We partner with stakeholders across the company in order to: ensure the successful planning and execution of promotional offers and incentives, provide critical client feedback to R&D/DSE teams, ensure our CXO org is prepared and enabled to handle promotion-related issues, and build new processes to improve operational efficiency across the CXO org.
Our job is to simplify complexity, define structure, and help implement the most efficient use of scarce company resources (people, capital and time) as it pertains to promotions, referrals, and rewards. As a Promo Operations Associate, you will be responsible for managing Promo issue tickets, building and improving internal processes, providing feedback on all promotions, referral incentives, and rewards, as well as collaborating effectively with both the CX and Growth teams.
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In this role, you will have the opportunity to:- Gain a deep understanding of our clients and why they interact with Wealthsimple. You’ll work directly with our Client Experience team to shape how we service our clients
- Partner cross-functionally with Growth, R&D, Engineering, Core Operations, and Data Science to continuously improve all upstream and downstream Promotion-related processes
- Implement, monitor, and contribute to improving metrics for critical operational processes
- Create new and optimize existing business processes to improve our efficiency and reduce errors
- Provide clear, well-supported recommendations based on rigorous analysis.
- Proactively identify and address roadblocks, driving yourself and teams to action.
- Act as a catalyst, bringing the right people together on cross-functional projects, and leaving teams stronger after working together.
- Prioritize, build, execute project plans, setting ambitious deliverables, timelines and metrics
We’re looking for someone who:- Leads by example and approaches the work with a no-ego attitude - someone who isn't afraid to roll up their sleeves
- Is a curious problem solver with strong analytical skills. A believer in knowing and understanding the numbers behind a problem - a truth seeker
- Has a track-record of making an impact. You are willing to take initiative and do whatever it takes to deliver and improve operations
- Is able to multi-task (strong project management skills). You will be working on many initiatives at one time and will be required to prioritize among them
- Has extreme precision and attention to detail
- An excellent communicator and able to convey complex ideas succinctly and simply (emphasis on simply)
- Is understanding and empathetic to the challenges of scaling a business (emphasis on the challenges front line staff face everyday), but excited to tackle them
- Values honesty, integrity, and doesn't cut corners. Someone who does what is right, not what is politically expedient
Skills we’re looking for:- Demonstrated experience in an analytical role is considered an asset
- Experience with Zendesk or SalesForce is considered an asset
- Experience with Jira and Preset is considered an asset
- Experience writing and editing SQL queries is considered a strong asset
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Why Wealthsimple?
🤑 Competitive salary
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year
🛫 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!
Read our Culture Manual and learn more about how we work.
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.
