Wealthsimple

Senior Manager, Client Experience Operations - Promotions & Rewards

Wealthsimple • $100K — $130K *
US-AnywhereRemote in Canada
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in high-volume customer experience operations management.
  • Expertise in back-office functions and operational fulfillment processes.
  • Ability to influence cross-functional teams effectively without formal authority.
  • Active use of AI tools to enhance operational efficiency and productivity.
  • Strong judgment and emotional intelligence for handling sensitive client interactions.
  • Analytical mindset, skilled in data analysis and leveraging metrics for decision-making.
  • Proactive approach with a strong bias for action and experimentation.

Responsibilities

  • Own the day-to-day operation of Promotions & Rewards support, meeting key performance targets.
  • Coach and develop a team of managers overseeing frontline operations.
  • Collaborate with Growth Marketing and Product teams to integrate client experience into promotion designs.
  • Manage the complete fulfillment process, ensuring smooth execution of reward granting and logistics.
  • Champion the use of AI and automation in operational processes to improve efficiency.
  • Analyze ticket volumes and client complaints to identify upstream solutions.
  • Continuously optimize operational frameworks to handle edge cases effectively.

Benefits

  • Top-tier health benefits and life insurance.
  • Long-term group savings with employer match.
  • Generous vacation policy of 20 days plus 4 wellness days and unlimited sick leave.
  • Opportunity to work outside Canada for up to 90 days annually.
  • Supportive employee resource groups promoting diversity and inclusion.
  • Collaborative work culture with talented and driven colleagues.
Full Job Description
Promotions are often the first promise Wealthsimple makes to a client. Whether it's a cash bonus, a referral reward, or a limited-time giveaway, clients expect us to deliver flawlessly. When things go wrong (a missing reward or a denied exception) trust erodes fast. We need a leader who can ensure every promotion lands cleanly while building the operational muscle to handle our accelerating growth. In this role, you will own the end-to-end client service and operational fulfillment for Promotions & Rewards. You'll lead a large team of frontline agents and back-office operators handling inquiries, exceptions, and physical inventory. But your real impact will be upstream: using data from past promotions to influence Growth Marketing and Product so tomorrow's campaigns launch seamlessly and generate fewer support tickets. What You'll Do
  • Own the Operation: Lead the day-to-day Promotions & Rewards support operation (email, phone, chat), crushing SLAs, CSAT, and QA targets. Ensure capacity planning keeps the team ahead of high-volume demand shifts.
  • Lead the Leaders: Coach and develop a resilient bench of Managers and Team Leads who oversee frontline agents and back-office reviewers.
  • Influence Upstream: Serve as the CXO voice in the promotion lifecycle. Partner with Growth Marketing and Product to shape promotion design, terms, eligibility, and in-app tracking, ensuring the client experience is prioritized before launch.
  • Drive Fulfillment: Oversee end-to-end fulfillment, including reward granting, exception processing, and physical inventory shipping for giveaways. Build clear frameworks so the team can execute edge cases quickly and consistently.
  • Deploy AI & Automation: Champion AI adoption (like CoPilot and Writing Assist). Pilot new AI use cases to improve agent productivity, automate eligibility lookups, and streamline repetitive fulfillment tasks.
  • Ruthless Ticket Reduction: Analyze ticket drivers and recurring client complaints to identify upstream fixes. Challenge the status quo to eliminate operational toil.


What You Bring
  • 7+ years in high-volume CX Operations: You've scaled and managed large, multi-channel contact centres through layers of management (staffing, scheduling, quality, coaching).
  • Back-Office & Fulfillment Expertise: You've run operations that actually execute the work-processing exceptions, granting rewards, or managing physical inventory logistics.
  • Cross-Functional Clout: You know how to influence Marketing, Product, and Go-To-Market teams without formal authority by bringing hard data and specific insights to the table.
  • Genuine AI Fluency: You aren't just "interested" in AI; you use it actively. You see AI as a massive lever for support operations and have strong opinions on where it creates value vs. noise.
  • Sharp Judgment & High EQ: You know how to navigate emotionally charged interactions (like telling a client they didn't qualify for a reward) with empathy, clarity, and consistency.
  • Analytical Rigour: You pull your own data, live in the metrics (SLAs, speed of answer, cost to serve, volume trends), and use them to drive business decisions.
  • Bias for Action: You move fast, ship iteratively, and learn as you go. You prefer running experiments over endless decision-by-committee.


Bonus Points If You Have...
  • Experience in fintech, banking, or high-volume loyalty/rewards programs.
  • Direct experience managing physical inventory logistics alongside digital support.
  • Hands-on experience in environments where AI and automation actively reshaped the operating model.
  • Deep familiarity with modern support platforms, CRMs, and workflow automation systems.


🌸 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.

About Wealthsimple

Wealthsimple is a financial services company that provides online investment management and trading services. The company's platform allows users to invest in a variety of financial products, including stocks, bonds, and exchange-traded funds (ETFs), and offers a range of tools and resources to help users manage their investments. Wealthsimple also offers a high-interest savings account and a tax preparation service. The company was founded in 2014 and is headquartered in Toronto, Canada.
Learn more about Wealthsimple
Size
500 employees
Industry
Founded
2014

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