Director of Marketing Operations
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 $50 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 role
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.
In this role, you’ll:
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
Skill you’ll bring:
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
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 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.
About the job
Apply for this position
Director of Marketing Operations
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 $50 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 role
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.
In this role, you’ll:
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
Skill you’ll bring:
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
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 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.