Overview

Join us to build a more rewarding financial future for all Canadians. Neo is on a mission to build a more rewarding financial future for all Canadians. Since its founding in 2019, Neo has gained traction as one of the fastest-growing fintechs in Canada.

As our team grows, we are always looking to connect with exceptional talent for future opportunities. We proactively review applications to match great people with the right roles as they open up. If this role aligns with your career goals, submit your interest and we'll keep your profile active for matching opportunities.

Director, Lifecycle Marketing

Role Purpose

Neo is building a lifecycle marketing function that treats customer communication as a system — not a set of disconnected campaigns. The Director, Lifecycle Marketing designs, executes, and optimizes the journeys and campaigns that guide customers from first product through full relationship depth. This role is embedded within a cross-functional product program and owns end-to-end lifecycle execution for their domain — from brief intake through live performance. They collaborate with the product team on what to communicate and own how it gets done: journey architecture, content strategy, segmentation, channel orchestration, experimentation, and performance.

Key Responsibilities

- Journey & Campaign Execution: Design and deploy always-on event-driven journeys and one-time campaigns (product launches, ad hoc communications) that move customers through engagement states.
- Content & Messaging Strategy: Own the delivery and quality of all lifecycle content within your domain — messaging strategy, value prop framing, segmentation for relevance. Source creative execution from specialist teams; own the outcome.
- Segmentation & Targeting: Apply smart segmentation to ensure the right message reaches the right customer in the right way — relevant, easy to understand, and deepening the relationship.




- Performance & Experimentation: Monitor, interpret, and iterate on live journeys. Be strategic about what to test — prioritize experiments large enough to move the needle.
- Cross-Functional Partnership: Serve as the lifecycle representative embedded within a product program. Collaborate on scope and priorities; own architecture and governance.
- Quality & Governance: Own the quality of all communications in production. Ensure rigorous QA and adherence to change control processes before anything reaches a customer.

What We're Looking For

- Experience designing and executing multi-step automated customer journeys at scale in a modern CRM platform (Iterable, Braze, Customer.io, SFMC)
- Strong instinct for messaging — can independently reason through value prop framing, sequencing, and tone without waiting for a detailed brief
- Segmentation fluency — thinks in terms of customer states and behaviors, not static lists
- Experimentation mindset — designs tests, interprets results, drives iteration
- Systems thinker — understands how individual journeys fit into a broader lifecycle system; resists unnecessary complexity
- Comfortable embedded with product teams — not siloed in a marketing department
- Experience in fintech, banking, or high-consideration consumer products is a robust asset

Working at Neo

The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we're on a mission that matters:



to build a more rewarding financial future for all Canadians. We challenge ourselves to raise the bar and deliver exceptional experiences for our customers. Our commitment to customer success drives everything we do, from building world-class products to providing exceptional support at every step of their journey. We trust, respect, and support each other, with honest conversations and constructive input. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices, where ideas move quickly and teams build momentum together. We're looking for builders, innovators, and problem solvers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.

At Neo, ownership is part of how we think and operate. For select roles, equity participation reinforces that mindset by giving employees a direct stake in the company's long-term success. Regardless of role, every team member is expected to think like an owner and move the business forward.

Apply with us

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

By continuing with your application, you agree to the Candidate Privacy Notice, which guides how we process your personal information for the purpose of your application.

Neo Financial leverages artificial intelligence (AI) to reinforce our candidate evaluation process, including the initial assessment of applications and screening of candidates. Final hiring decisions are made by humans and are not based exclusively on automated processing. If you require further information regarding our data processing practices, please contact us.

We are hiring for an open, vacant position.

📌 Director, Lifecycle Marketing (Calgary)
🏢 Neo Financial
📍 Calgary