需求生成经理
Manager, Demand Generation
### **打造人们喜爱的产品**
Wealthsimple 是加拿大领先的金融创新公司。公司提供一系列简单而专业的金融产品，涵盖托管投资、自助交易、加密货币、税务申报、消费和储蓄。Wealthsimple 目前为超过 400 万加拿大用户提供服务，管理的资产超过 1550 亿美元。公司由一群金融专家和技术创业者于 2014 年创立，总部位于加拿大多伦多。
我们为自己所打造的一切感到自豪——而这仅仅是开始。阅读我们的 [文化手册](https://www.wealthsimple.com/en-ca/culture) 了解更多信息 [我们如何工作](https://www.wealthsimple.com/en-ca/careers)。
### **职位简介**
我们正在寻找一位需求生成经理，负责零售销售业务的需求生成工作。该职位将负责创建和捕捉需求的项目——在销售漏斗的顶端生成高意向潜在客户，将其转化为已注资客户，并将合适的客户转交给销售和顾问团队，以服务更高价值的客户群体。
你将负责通过付费媒体、自然流量、生命周期营销和推荐等渠道开展需求生成项目，重点关注需求质量以及后续客户价值，而不仅仅是顶端的流量规模。你将与增长、销售、产品营销和商业运营团队紧密合作，拥有高度的日常自主权，并对需求和转化结果负责。
### **你将负责的工作**
- 负责通过付费媒体、自然流量、生命周期营销和推荐等渠道开展消费者需求生成工作——重点关注你所创造的需求质量，并通过注资账户进行衡量。
- 建立为高价值客户群体提供支持的需求项目。与销售团队合作定义合格潜在客户的标准，制定针对特定客户群体的活动，并衡量实际转化效果。
- 与销售和商业运营团队合作定义线索、分配、评分和反馈机制。参与管道和绩效评审会议，并利用所获得的信息优化目标定位并提升线索质量。
- 建立并维护从首次接触、注册、注资到客户留存价值的整个需求漏斗的清晰报告。识别模式，提出洞察，并明确建议在哪些地方加大投入、测试或减少投入。
- 在创意、受众、优惠和落地页等方面保持一致的测试节奏。
查看英文原文
### **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**
We're looking for a Manager, Demand Generation to run demand generation for our retail sales business. This role owns the programs that create and capture demand — generating high-intent prospects at the top of the funnel, converting them into funded clients, and routing the right ones to our sales and advisory teams for our higher-value segments.
You'll build and run demand programs across paid media, organic, lifecycle, and referrals, with a clear focus on demand quality and downstream client value — not just volume at the top. You'll partner closely with Growth, Sales, Product Marketing, and Commercial Operations, operate with a high degree of day-to-day autonomy, and be accountable to demand and conversion outcomes.
### **What you'll do**
- Own the execution of consumer demand generation across paid media, organic, lifecycle, and referrals — with a clear focus on the quality of demand you're creating, measured through to funded accounts.
- Build demand programs that feed our sales and advisory teams for high-value client segments. Partner with Sales to define what a qualified prospect looks like, build segment-specific campaigns, and measure what actually converts.
- Partner with Sales and Commercial Ops on lead definitions, routing, scoring, and feedback loops. Sit in on pipeline and performance reviews and use what you hear to sharpen targeting and improve lead quality.
- Build and maintain clear reporting across the demand funnel — from first touch through sign-up, funding, and retained client value. Identify patterns, surface insights, and make clear recommendations on where to double down, test, or pull back.
- Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.
- Actively embed AI tools into demand gen workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.
- Contribute to the quarterly demand plan alongside the Commercial Growth lead, then own delivery against it.
### **What you bring**
- 4–6 years in demand generation, growth, or performance marketing with a track record of generating high-quality consumer demand across multiple channels. You've worked in a self-serve motion and understand how to feed a sales team alongside it.
- Deep hands-on experience in paid media — you've owned budgets and managed campaigns across Google, Meta, TikTok, YouTube, or programmatic, and you optimize for downstream value, not just cost per acquisition.
- Experience generating demand across distinct consumer segments — you know how messaging, channel mix, and creative need to shift between a first-time investor and a high-net-worth prospect.
- Strong cross-functional partnering — you've worked closely with Sales (lead definitions, feedback loops) and Product Marketing (messaging, campaign briefs) and made both relationships an advantage.
- A demonstrated habit of using AI to accelerate your work — generating and testing creative at scale, building research or enrichment workflows, or getting to insights from data faster. You treat AI as a core part of how you work.
- Analytical mindset with the ability to use data to diagnose funnel problems, prioritize opportunities, and recommend change — not just report on results.
### **Bonus points**
- Experience in a consumer sales environment — you've marketed alongside a consumer sales or advisory team, understand how they work a prospect, and know what makes a lead worth their time.
- Lifecycle marketing experience — you've built and owned onboarding, nurture, or re-engagement journeys and know how lifecycle compounds the demand you generate.
- Hands-on with a lifecycle or marketing automation platform — Braze, Iterable, HubSpot, or similar.
- Experience in consumer fintech, investing, banking, or insurance.
### **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.
### **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.