Jobs at Neo Financial

Lead redesign of customer operations systems (chatbots, knowledge base, agent tools) to enable growth. Architect processes from first principles, embed revenue and retention motions into support interactions, partner with technical teams on AI-assisted automation, define success metrics (LTV lift, efficiency, quality), and drive change management to operationalize lifecycle-integrated systems.

Design and own the inside sales strategy and infrastructure to convert existing customers into multi-product users. Build operating models, KPIs, compensation, playbooks, and technology (including AI) to scale conversion. Partner cross-functionally to measure, optimize, and drive revenue outcomes while coaching leaders to execute against targets.

Lead design, execution, and optimization of end-to-end lifecycle journeys and campaigns. Own messaging, segmentation, channel orchestration, experimentation, QA, and governance while embedded with product teams to deepen customer relationships and drive performance.

Lead and scale mortgage underwriting, fulfillment, and funding operations to convert applications into funded loans. Align operations with product, credit, capital markets and sales; set KPIs and SLAs; improve efficiency, quality, compliance, and customer experience; mentor operational leaders; ensure mortgage files are documented, fundable, and securitization-ready.

The Staff Data Scientist will lead the data science team in developing ML models, mentoring staff, architecting MLOps infrastructure, and collaborating with executives to drive high-value data initiatives.

The Director of Integrated Marketing at Neo will build and execute marketing campaigns, connecting brand strategy with results across channels. This role requires brand sensibility, campaign execution experience, and the ability to lead influence without direct authority.

The Sr. Director of Credit Risk will oversee consumer credit risk functions, optimize lending strategies, collaborate cross-functionally, and develop risk management practices to support company growth.

The VP Product will lead the Customer Growth & Experience domain, manage product strategy, oversee a team, and drive improvements in customer engagement and retention.

The Quality Control Analyst reviews residential mortgage files for compliance with underwriting standards, ensuring accuracy and completeness prior to funding, and collaborating with the Underwriting team on best practices.

The role focuses on architecting and owning the marketing technology stack by writing scripts and building integrations, attribution models, and testing frameworks to support growth and consumer engagement.

The Director of Infrastructure leads strategic planning, team management, operational governance, budget management, and security oversight for technology infrastructure, ensuring reliability and alignment with business goals.

Lead Neo's New Canadians community pillar: develop strategy, build partnerships, create culturally relevant content and events, drive product adoption and advocacy, surface customer insights, and lead a team of Community Specialists to improve newcomer financial outcomes.

Lead the fraud product strategy by designing and optimizing systems to detect and prevent fraud while enhancing customer experience. Collaborate with teams to analyze data and make informed product decisions, prioritizing protection and minimizing customer friction.

The AML Investigator reviews transactions for suspicious activity, prepares reports, assesses risk, identifies control gaps, and supports team mentorship and effectiveness.

The AML Data Analyst supports AML operations through data analysis, reporting, and system insights to enhance financial crime risk management and ensure data integrity.

The Analyst, Treasury Operations will manage daily reconciliations, incident assessments, treasury process improvements, and collaborate with multiple teams to enhance operational efficiency.

The Senior Product Designer will own Neo's web platform, optimize design systems, and drive user engagement, improving conversion rates and ensuring high-quality experiences.

Manage and lead the AML Investigations team, ensuring compliance with regulations, developing training programs, overseeing investigations, and collaborating across teams to maintain operational efficiency.

As a Sales Representative for Neo, you will engage in customer acquisition at various events, focusing on signing customers up for Neo financial products. You will earn an hourly wage plus commission and bonuses, and have opportunities for career advancement depending on performance.

Lead Mortgage Capital Markets at Neo, defining funding strategies, overseeing daily operations, and developing lending programs to enhance Neo's mortgage business.