
1001 - 5000 employees
Founded 2014
💳 Fintech
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $393M Series E - Wealthsimple on 2025-10
Fintech • Banking • Finance
Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.
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1001 - 5000 employees
Founded 2014
💳 Fintech
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $393M Series E - Wealthsimple on 2025-10
Fintech • Banking • Finance
Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.
• Own intake and prioritization across the marketing and creative team, aligning work with campaign calendars and business goals, and help make the trade-off calls when capacity is tight. • Design and continuously improve how work moves from brief to delivery, own the workflow tooling and playbooks, and integrate AI into the team's workflows responsibly – accelerating production without eroding craft or brand consistency. • Maintain a real-time view of what's in flight, what's at risk, and what's coming, so leadership can make informed decisions; and step in to project-manage our biggest integrated campaigns as required. • Own and forecast the creative and production budgets, plus the team's resourcing and capacity, and manage freelance and creative vendor networks. • Own operational insight for the function – throughput, cycle time, capacity, on-time / on-budget delivery – and partner with growth/data to connect creative work to performance (they own the stack; you steer and interpret). • Mentor and support a team of producers and project managers, while fostering a collaborative, sustainable culture.
• 12+ years in marketing operations, creative ops, or a similar orchestration role within a creative-heavy, high-growth organization. • Proven success running prioritization, process, and end-to-end campaign operations for a high-volume team, with measurable improvements to how work gets done. • Owning and optimizing budgets and resourcing across concurrent projects, plus sourcing and managing freelance and creative vendor networks. • Deep fluency in PM/workflow tools (Asana / Monday / Jira, Airtable, Google Workspace) and creative tools (Figma), plus leadership-level judgment on where AI adds value vs. risk and how to govern it. • Enough creative and production fluency to earn the trust of designers, producers, and creative leadership. • A systems mindset with a bias toward simplification, a maker / owner attitude, strong judgment, clear communication, and comfort navigating ambiguity in a fast-paced environment.
• 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
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