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Senior Associate, Strategy & Operations

Neo Financial3 days ago
Calgary, AB
Senior Level
full_time

Top Benefits

Equity through stock options

About the role

Join us to build a more rewarding financial future for all Canadians

At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.

  • #1 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 — the first company ever to achieve a three-peat at the top!
  • #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
  • Top-ranked mobile apps and credit cards
  • Team of 500+ people
  • 1M+ customers
  • 10K+ retail partners

About the Role

We’re looking for a strategic, customer-obsessed Lead to drive our Sales Strategy and P&L initiatives at scale. As a Senior Associate, Strategy & Operations in the Sales team, you’ll define the strategy and execution behind two channels. Our D2C face to face Activations and our Mortgage Broker channels. Focusing on sales productivity, funnel analysis, GTM and compensation design you will have a strong focus on data-driven market analysis, value proposition and pricing strategies, you will be shaping the priorities to ensure Canadians choose Neo as their primary financial institution.

This is a unique opportunity to shape how a leading Fintech builds financial solutions to solve real tangible problems for the average Canadian.

High Performance at Neo

We recruit, hire, and build our company culture around these attributes:

Teamwork: We trust, respect, encourage, and show up for each other — through good times and hard. We’re on this mission not just for ourselves, but also for the people we work with — and ultimately, for our customers.

Ownership: We all have a stake in Neo’s success — so we go out of our way to do what needs to get done. We hold ourselves accountable to deliver on our commitments — to our customers, to our partners, and to our team. When we fall short, we find a way to do better in the future.

Professional Integrity: We’re asking millions of Canadians to trust us with their hard-earned money — so we hold ourselves (and each other) to the highest standards of integrity.

The Role

We are looking for a Senior Associate, Strategy & Operations to join our team. You'll collaborate with fellow high-performing contributors with dynamic backgrounds to develop and execute strategies that will drive Neo’s growth. This team is a group of leaders who want to drive growth across credit, deposits and mortgages. Make your mark with transformative products and technologies, alongside some of Canada’s most successful leaders and tech minds**.**

What you'll be doing

  • Develop business cases for new initiatives, market and product expansion, ; thinking through opportunities from a customer, financial, operational, and partnership lens
  • Own a pillar of Neo’s strategic roadmap and Banking P&L, reviewing and prioritizing initiatives with business and product leaders and drive greenlit opportunities through to completion by owning performance evaluation and proposal of new initiatives
  • Own the collection, analysis and interpretation of data to provide actionable solutions and recommendations in partnership with growth channel owners and leadership.
  • Work closely with the FP&A team to ensure Neo’s financial forecast, P&Ls and roadmap are aligned; ensuring that initiatives planned and committed to are reflected in financial forecasts
  • Assist decision-making through the application of data-driven analysis, research and business judgment

Who are we looking for

  • You have 3+ years of experience in top-tier consulting, internal strategy role, private equity or investment banking. Differing years of experience candidates will be considered accordingly.
  • Exceptional attention to detail and a focus on process rigor
  • Strong quantitative, analytical and conceptual problem-solving skills combined with outstanding business acumen, proficiency in Excel. Experience with additional analytical tools (SQL/Python/BI platforms) is a plus
  • Ability to work well under pressure in a demanding environment
  • Ability to thrive and adapt in rapidly changing landscapes with high levels of autonomy and ambiguity.
  • Strong Project Management skills, with the ability to manage multiple initiatives simultaneously
  • Previous experience working at a startup is considered an asset as is experience working with Financial solutions across GTM, Sales Compensation, Mortgages considered an 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. As individuals and as a team, we constantly challenge ourselves and each other 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. If this resonates with you, keep reading.

We trust, respect, and support each other. This means honest conversations, constructive input, and empowering each other to move fast and think big. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices, where ideas move quickly and teams build momentum together. As we continue to scale and evolve, 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.

All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.

Apply with us:

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful 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.

About Neo Financial

Financial Services
501-1000

Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future.

We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend.

Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services.

Interested in working at Neo? Join us as we continue to lead the way in the future of finance.