Marketing Operations & Campaign Manager - Active Traders

Job description

## **Build something people love** Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. 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 Role** *Help build the engine behind what traders love* We are hiring a **Marketing Operations & Campaign Manager** to power our Active Trader business. This is the person who turns strategy into shipped work—the operational backbone who keeps creative projects, compliance reviews, and campaign briefs moving on time and at quality. You don't need to be a trader yourself, but financial literacy and genuine curiosity about markets will help you move fast and speak the same language as the rest of the pod. You'll be the connective tissue of the Active Trader marketing team. Where our Product Marketing Managers set direction and shape narrative, you make it real: building briefs, running the creative pipeline, managing legal and compliance review, and keeping every campaign coordinated across a busy set of stakeholders. You'll own the systems and rituals that let a small team ship a lot, without dropping details or missing a regulatory requirement. You'll thrive here if you're energized by getting things organized, love making messy processes simple, and take pride in being the person everyone trusts to have the details covered. ## **In this role you'll have the opportunity to:** - **Own the campaign operating rhythm:** Run the end-to-end workflow for Active Trader campaigns, from brief to creative to launch to results analysis so work ships on time, on message, and on budget. Build and maintain the trackers, timelines, and intake process that keep the pod aligned. - **Write and manage briefs:** Turn strategic direction into clear, complete creative and campaign briefs that give designers, copywriters, and partners everything they need. Chase down the open questions before they become delays. - **Drive creative project management:** Coordinate designers, writers, agencies, and cross-functional partners across concurrent projects. Manage scope, feedback loops, versions, and approvals so creative lands polished and on schedule. - **Own compliance and legal review:** Be the point person for getting marketing materials through legal, compliance, and regulatory review (e.g., CIRO requirements). Understand what's required, prep submissions cleanly, track approvals, and build the guardrails that keep us both fast and compliant. - **Keep stakeholders coordinated:** Partner daily with Product Marketing, Growth, Brand, Design, Legal/Compliance, and external vendors—making sure the right people have the right information at the right time. - **Track and report results:** Stand up the reporting and post-mortem process so we know what shipped, what worked, and what to do differently. Keep budgets and timelines honest. - **Leverage AI to streamline operations:** Use AI tools to speed up briefing, drafting, reporting, and project coordination, and to remove friction from repetitive work. ## **What you'll bring:** - **5+ years of experience:** in marketing operations, campaign management, creative/project management, or agency account/traffic management—ideally in fast-paced, high-growth environments. - **Proven project management chops:** You've run multiple concurrent campaigns or creative projects end-to-end and kept them on time, on scope, and on quality. - **Experience managing compliance or regulatory review:** Financial services, healthcare, or other regulated industry experience is a strong plus; you know how to move fast *and* stay within the lines. - **Excellent briefing and written communication:** You write clear briefs and crisp updates, and you make complex processes feel simple. - **Financial literacy and curiosity about markets:** You don't need to be an active trader, but you're comfortable with financial concepts and eager to learn the trader audience. - **Sharp attention to detail:** You catch the typo, the missing approval, and the date that doesn't line up. - **Comfort with tools and light data:** Familiarity with project management and marketing tools; basic comfort reading a dashboard or a simple dataset (SQL is a nice-to-have). - **Fluency with AI tools:** Experience using AI tools that boost productivity and reduce busywork. - **Bias toward action and comfort with ambiguity:** You make things happen without waiting to be told. - **Growth mindset and a service orientation:** You take pride in making the whole team better and shipping quality work. ## **Why Wealthsimple?** 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\* ✈️ 90 days away: work outside Canada for up to 90 days per year\* 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. \*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. ## **ICYMI** **Technology & Innovation at Wealthsimple:** We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. **Inclusion Statement:** We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. **Accessibility Statement:** We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. **AI in Hiring:** We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.