
1001 - 5000 employees
Founded 2014
💼 Consulting
🛡️ Insurance
💳 Fintech
🔥 Funding within the last year
💰 $393M Series E - Wealthsimple on 2025-10
Consulting • Insurance • Fintech
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.
🔥 8 minutes ago
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1001 - 5000 employees
Founded 2014
💼 Consulting
🛡️ Insurance
💳 Fintech
🔥 Funding within the last year
💰 $393M Series E - Wealthsimple on 2025-10
Consulting • Insurance • Fintech
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 the strategy and execution of Business demand generation across paid media, organic, lifecycle, referrals, and more — with a clear focus on lead quality and downstream pipeline impact. • Lead ABM programs targeting high-value segments. Work with Sales to define target accounts, build segment-specific programs, and measure pipeline impact. • Partner closely with Sales and Commercial Ops to align on ICPs, lead definitions, scoring models, routing, and feedback loops. • Build and maintain clear reporting on funnel performance — from first touch through MQL, SQL, and closed deals. • Actively embed AI tools into demand gen workflows — from content and copy production to audience research, outbound enrichment, and campaign experimentation. • Manage and develop one direct report, setting clear goals and creating the conditions for strong performance.
• A proven track record of driving high-quality B2B leads across multiple channels — paid media, lifecycle, outbound, and more — with specific experience scaling programs across multiple SMB and mid-market sub-segments. • Deep hands-on experience in paid media — you've owned budgets, managed campaigns across Google, Meta, and LinkedIn, and know how to optimize for lead quality, not just volume. • ABM experience — you've designed and run account-based programs, worked with Sales to define and prioritize target accounts, and measured pipeline impact. • Strong cross-functional partnering experience — you've worked closely with Sales (pipeline reviews, lead definitions, feedback loops) and Product Marketing (messaging, campaign briefs) and made both relationships a competitive advantage. • A demonstrated habit of using AI to accelerate your work — whether that's building lead enrichment workflows, generating and testing creative at scale, or surfacing insights from data faster. • Analytical mindset with the ability to use data to diagnose funnel problems, prioritize opportunities, and make clear recommendations for change — not just report on results. • Experience in B2B fintech, business banking, spend management, or neobanking. • Experience managing people, with a track record of setting clear goals and developing direct reports.
• 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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