B2B Product Marketing Lead

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 3 million users who trust us with more than $40 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 Wealthsimple for Business

Wealthsimple for Business (formerly Wealthsimple Work) is a modern group retirement offering for employers and their employees. With Work, employers can offer competitive workplace savings plans to attract and retain top talent. Wealthsimple for Business provides a best-in-class experience for employees, leveraging Wealthsimple’s industry-leading experience and including their workplace savings account alongside their other Wealthsimple accounts, and providing access to Wealthsimple’s full suite of products and services. Despite having thousands of clients, we are still considered the disruptor in this very traditional industry. You should be comfortable with ambiguity, a fast-paced environment, and exploring new segments and product offerings.

About the Role

We are looking for a B2B marketing leader who will focus on growing our business. In this role, you won’t be solving marketing problems - you’ll be solving high-impact business problems (like how to disrupt legacy players with 80% market share) by leveraging marketing strategies, plans and tactics to address the growth opportunity in front of us. You’ll be responsible for everything from refining our value prop with the R&D team, to developing product positioning based on our products’ differentiating factors, the market and the competitive landscape, to launching our messaging, campaigns and incentives in-market to grow top-of-funnel demand (MQLs), optimize nurture flows (grow SQLs) and work closely with sales and other enabling functions to deliver on our aggressive closed deal targets. You will have ownership of the entire marketing funnel and influence over the sales funnel and our product development prioritization and sequence.

What you’ll do day to day:

• Quarterback a cross-functional team of R&D, sales, and marketers to scale the sales engine for Wealthsimple for Business and 2x our deal pipeline in your first 6 months in-role.
• Lead all W4B go-to-market initiatives, collaborating with stakeholders as we build positioning into marketing materials across all touchpoints, develop and align with product and sales leadership on KPIs and targets, ensure our data teams are set up to track the success of our launch and growth efforts, synthesize results and learn and pivot as necessary to make sure we’re hitting our goals.
• Work with internal teams and external partners (creative agencies and marketer freelancers) to establish awareness and build familiarity and consideration of the W4B offering by delivering a resonant, clear and consistent message to the market amongst amongst our buyer, partner, customer and industry audience groups to grow MQLs.
• Nurture MQLs via content marketing, lifecycle marketing and sales enablement to funnel active buyers into our sales process to grow SQLs.
• Proactively experiment with campaigns and incentives to influence step-function growth in MQLs, SQLs and closed/won deals. Lead new experiments by designing, executing and track results for new experiments aimed at suggesting ways to level up our fundamental product and marketing operations.
• Partnering with our communications team in strategic narrative building with the industry audience, secure top industry-relevant speaking opportunities and build compelling, thought-leadership narratives for these events
• Work closely with the Wealthsimple executive team to grow W4B by equipping them with the narrative, insights and data required to build interest and purchase intent with the top 100 Accounts
• Develop and execute client research initiatives, and dive into our internal data to find patterns and growth opportunities, and then champion those learnings across relevant teams to drive action. Become the voice of our W4B clients and trusted advisor to inform product positioning, brand differentiation, content creation and external communications. Play an active role in product development cycles advocating for client needs and being accountable for delivering on the key client insights.
• Build a deep understanding of the market and ecosystem (including clients, competitors, policymakers, news media, and the government) and become the company’s Go To for GRSP insights.
• Be creative - we are constantly entering new parts of the market, pitching new solutions, and developing new programs. We are looking for individuals who are excited to try new things and help us scale.

About you:

• 7+ years of experience in B2B marketing with experience in technology organizations that have experienced hyper-growth.
• You have experience in the finance, investing or insurance industry - either at a fintech or a more traditional player.
• You’re a great cross-functional leader and collaborator who brings out the best in others, enabling them to do their most impactful work.
• You have a demonstrated track record of defining, optimizing, executing and delivering outsized P&L-level results across B2B marketing funnels.
• You are comfortable diving into market and client behaviour data to find pockets of demand and growth, and manage campaign results to assess impact and incrementality, as well as make recommendations as to how these results should shape future actions.
• You are capable of managing interdepartmental relationships, ensuring that all stakeholders are working off the latest context, that their questions are answered quickly, and that they are delivering on their plans on time and in a coordinated fashion across channels.
• You are detail oriented, ensuring that all marketing materials produced (by yourself and by others) are accurate and aligned with the overall positioning of the product.
• You bring qualitative analytical abilities and are familiar with A/B testing
• You thrive in a fast-paced environment with a bias towards action
• You go above and beyond to seek out growth opportunities for the business, for your discipline, and for yourself
• You are a challenger. You don’t take things at face value and questions status-quo assumptions like “well, we’ve always done it this way” or “someone is doing it this way, so…” because you're constantly looking to optimize and level up both the business and those around you
• You have a growth mindset and default to “Challenge or problem? Good. Let me find an opportunity to solve it”
• If you possess any of the following, it will give you a leg up in our process: knowledge or experience in the retirement or benefits industry OR distinctive knowledge or experience of Wealthsimple Work

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 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.

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.