The Role
We’re hiring multiple Senior Associate, Strategy & Operations to join our
Banking team and drive strategic execution across one of Neo’s core financial
product verticals — Lending, Deposits, Spend, Home or Memberships. In this
high-agency role, you’ll collaborate with Product, Finance, and Marketing
leaders to analyze customer behavior, evaluate financial performance, and
develop initiatives that accelerate growth and engagement.
You won’t directly own P&L decisions (yet), but you’ll play a key role in
shaping them — through deep analysis, experimentation, and sharp commercial
insight. This is a unique opportunity to help build the future of consumer
banking in Canada.
TEAM STRUCTURE & GROWTH PATH
You’ll be embedded in a specific vertical for 6–24 months to develop expertise
in the customer journey and product financials. Over time, you’ll rotate across
verticals to expand your understanding of Neo’s broader business and prepare for
a future generalist P&L leadership path. As a team, we prioritize impact — so
you may also be asked to jump into high-priority initiatives across adjacent
verticals when speed matters.
What you'll be doing:
- Drive analysis that connects customer behavior, financial performance, and
operational data to uncover opportunities for growth, efficiency, and
engagement
- Build business cases for strategic bets, pricing experiments, and feature
development — grounded in market analysis, customer research, and unit
economics
- Design and run experiments to test hypotheses and evaluate outcomes using a
mix of financial, product, and behavioral data
- Track and report performance metrics across the product and customer funnel
to inform prioritization and investment decisions
- Partner with P&L leaders to shape and sequence roadmap initiatives based on
expected impact and operational feasibility
- Collaborate cross-functionally with Product, Finance, Marketing, and vendor
teams to execute strategic initiatives end to end
- Contribute to the creation and optimization of scalable playbooks, internal
tools, and data workflows that support long-term success
Who we are looking for:
- 3+ years of experience in strategy consulting (e.g., McKinsey, BCG, Bain),
fintech, high-growth tech (e.g., Revolut, Uber, Stripe), or product strategy
roles in banking or financial services
- Strong commercial instincts — you connect product and customer behavior with
revenue, retention, and lifetime value
- Experience owning strategic or operational projects across cross-functional
teams, with comfort navigating ambiguity and high stakes
- You’re fluent in business storytelling and comfortable presenting your
insights to executive stakeholders
- Hands-on experience with BI tools like Hex, Lightdash, Looker, or Tableau;
proficiency in Excel and an understanding of financial modeling
- You don’t need to be a SQL expert, but you’re not afraid of data — you
understand data structures and with the support of AI tools can build your
own data queries
- A STEM or quantitative background is a bonus but not required — what matters
most is analytical rigor and business judgment
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
do our best work for our customers. Our commitment to customer success drives
everything we do, from building intuitive 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 continuous support. 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. As we evolve rapidly, we’re looking for
change-makers 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
[https://docs.google.com/document/d/1bMOnsBxwODymfz31XS3_X7LRRHhFgj6aigeDTO2enBo/edit?tab=t.0]
which guides how we process your personal information for the purpose of your
application.
