Finance

Wealthsimple

You need 3+ years in client-facing roles, a proven track record of measurable success, and experience managing client escalations.

You will manage CXAs, coach for performance, monitor goals, engage with clients, resolve escalations, and drive process improvements. Focus on quality interactions and employee development.

Sales & Business Development

People, HR & Administration

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. Our client success team works closely with every part of Wealthsimple, learning the intricacies of how we build products, manage clients' money, and most importantly keep clients happy through direct engagement. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client. In this role, you will have the opportunity to: * Manage Client Experience Associates (CXA) in delivering amazing client experiences through performance management, coaching and development. This means that you live our do what’s right for each client value at your core and sweat the details when coaching your colleagues * Be accountable for a group of CXAs (10-15) performance and monitoring. This means achieving or exceeding team; output goals, quality of client interactions as measured by CSAT and AQS (internal QA score), and achieving ticket service level agreements (SLAs) * Assist in employee development/coaching/mentoring and pivot employees across support channels (email, chat, phone) or interaction types to achievement of team goals * Deliver CXA performance evaluations, create and facilitate employee development plans, and complete delegated work assignments with high quality * Actively get your hands dirty and engage directly with clients. This would include managing client escalations by pulling in appropriate stakeholders to drive solutions for these challenging situations * Contribute to driving process and operational improvements within your domain What does the ideal candidate look like? * Possess a passion, curiosity, and energy for finance + investing. You understand the ins and outs of wealth management, trading, and more importantly - know how to explain these concepts simply. This passion means you are constantly learning and trying to achieve mastery over any subject domain you explore * You are a natural coach! You are at your best when you are helping those around you be successful and you have a proven track record of success! This goes beyond just teaching your colleagues best practices, it includes assisting in development plans that help achieve your colleagues’ career goals * Accountable to results. You are on top of your team’s performance and provide congratulations when earned and step in to help course correct when things are off * Thrive in client-facing situations. At Wealthsimple, our client always come first and you are an expert in de-escalation. You get energy from turning challenging client situations into memorable client experiences * Resiliency is key because our journey will have its fair share of challenges to overcome. We are looking for people that see the world as glass half full and approach these challenges as opportunities to provide a better client experience * Understand our principle of debate and commit - you feel comfortable defending your position and will focus on executing a decision after it has been made * Goes beyond simply resolving the problem at hand - help identify, if not solve the root cause issues as to why we are getting tickets in the first place Core Capabilities * Coaching - You have great people skills and know how to give and receive feedback. You tailor your approach and make those around you better! * Attention to Detail - You sweat the details. You know what top tier performance looks like because you have been a top tier performer and you know how to find the details that help your colleagues take performance to the next level * Proactive & assertive - You spot opportunities before they become problematic. This can be team KPIs, individual performance, or client escalations. When you spot an opportunity, you jump on it * Communication - You understand that in this role you will need to work directly with the team manager to help communicate the teams strategy and tactics. This involves pulling information from management, synthesizing this information, and then delivering it to help motivate and inspire the team. You will also need to know how to pull up information from the team and communicate this information to your manager to influence strategy and tactics * Results Driven - Wealthsimple is a data driven organization and you feel comfortable using and manipulating data to drive insights that help drive tangible team results * Problem solver - You can identify what the root cause of an issue may be and work to find a solution to the problem Requirements * Minimum 3 years client facing work experience * Have a proven track record of success (can be backed up with measurable results) * Have experience owning client escalations Nice-to-haves * Coaching experience * Bilingual with a fluency in French and English * Previous experience in a financial institution or technology startup * Bonus points if you are already a Wealthsimple client! Why Wealthsimple? 🤑 Competitive salary with top-tier health benefits and life insurance 📈 Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year and unlimited sick and mental health days 📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the year We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. Our client success team works closely with every part of Wealthsimple, learning the intricacies of how we build products, manage clients' money, and most importantly keep clients happy through direct engagement. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client. In this role, you will have the opportunity to: * Manage Client Experience Associates (CXA) in delivering amazing client experiences through performance management, coaching and development. This means that you live our do what’s right for each client value at your core and sweat the details when coaching your colleagues * Be accountable for a group of CXAs (10-15) performance and monitoring. This means achieving or exceeding team; output goals, quality of client interactions as measured by CSAT and AQS (internal QA score), and achieving ticket service level agreements (SLAs) * Assist in employee development/coaching/mentoring and pivot employees across support channels (email, chat, phone) or interaction types to achievement of team goals * Deliver CXA performance evaluations, create and facilitate employee development plans, and complete delegated work assignments with high quality * Actively get your hands dirty and engage directly with clients. This would include managing client escalations by pulling in appropriate stakeholders to drive solutions for these challenging situations * Contribute to driving process and operational improvements within your domain         What does the ideal candidate look like? * Possess a passion, curiosity, and energy for finance + investing. You understand the ins and outs of wealth management, trading, and more importantly - know how to explain these concepts simply. This passion means you are constantly learning and trying to achieve mastery over any subject domain you explore * You are a natural coach! You are at your best when you are helping those around you be successful and you have a proven track record of success! This goes beyond just teaching your colleagues best practices, it includes assisting in development plans that help achieve your colleagues’ career goals * Accountable to results. You are on top of your team’s performance and provide congratulations when earned and step in to help course correct when things are off * Thrive in client-facing situations. At Wealthsimple, our client always come first and you are an expert in de-escalation. You get energy from turning challenging client situations into memorable client experiences * Resiliency is key because our journey will have its fair share of challenges to overcome. We are looking for people that see the world as glass half full and approach these challenges as opportunities to provide a better client experience * Understand our principle of debate and commit - you feel comfortable defending your position and will focus on executing a decision after it has been made * Goes beyond simply resolving the problem at hand - help identify, if not solve the root cause issues as to why we are getting tickets in the first place         Core Capabilities * Coaching - You have great people skills and know how to give and receive feedback. You tailor your approach and make those around you better! * Attention to Detail - You sweat the details. You know what top tier performance looks like because you have been a top tier performer and you know how to find the details that help your colleagues take performance to the next level * Proactive & assertive - You spot opportunities before they become problematic. This can be team KPIs, individual performance, or client escalations. When you spot an opportunity, you jump on it * Communication - You understand that in this role you will need to work directly with the team manager to help communicate the teams strategy and tactics. This involves pulling information from management, synthesizing this information, and then delivering it to help motivate and inspire the team. You will also need to know how to pull up information from the team and communicate this information to your manager to influence strategy and tactics * Results Driven - Wealthsimple is a data driven organization and you feel comfortable using and manipulating data to drive insights that help drive tangible team results * Problem solver - You can identify what the root cause of an issue may be and work to find a solution to the problem         Requirements * Minimum 3 years client facing work experience * Have a proven track record of success (can be backed up with measurable results) * Have experience owning client escalations         Nice-to-haves * Coaching experience * Bilingual with a fluency in French and English * Previous experience in a financial institution or technology startup * Bonus points if you are already a Wealthsimple client!         Why Wealthsimple? 🤑 Competitive salary with top-tier health benefits and life insurance 📈 Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year and unlimited sick and mental health days 📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the year We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Team Lead, Client Experience - Wealthsimple

Canada

United States

Team Lead, Client Experience

You need extensive front-end experience with React, React-Native, and TypeScript, strong UX and accessibility knowledge, collaboration skills, and a keen eye for design detail.

You will collaborate on reusable UI components, advocate for UX best practices, support design system evolution, provide documentation training, give feedback in reviews, and drive interaction design innovation.

Software Engineering

Design

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. About The Team The Design System Team is at the heart of our product development, ensuring that every user interface element, component, and interaction is crafted with precision and care. We collaborate closely with developers, designers, and product managers to build a robust design system that supports our diverse product range. As we continue to expand and refine our system, we are focused on enhancing component reusability, improving accessibility, driving innovation in interaction design, and maintaining the tooling that powers the system. This is an exciting opportunity to influence how design is integrated into our development process and to lead the charge in creating tools and components that will be used across Wealthsimple's R&D organization. What You Will Do * Collaborate with developers and designers to develop and maintain high-quality, reusable UI components that are accessible, scalable, and performant * Advocate for an implement best practices in UX development, ensuring a seamless and consistent user experience across all products * Work closely with product teams to understand their needs and ensure the design system evolves to meet those needs * Contribute to the documentation and education around the design system, helping to train and support other teams in using the system effectively * Participate in code reviews, design critiques, and workshops, providing thoughtful feedback and guidance to other team members * Drive innovation in interaction design, exploring new ways to enhance user experience through cutting-edge techniques and tools * Maintain and update the platform and tooling used by the design system, ensuring it remains reliable, scalable, and accessible for all product teams Who You Are * Extensive experience with front-end technologies, including React, React-Native and Typescript * Proven tract record of building and maintaining components and libraries at scale * Strong understanding of UX principles, accessibility standards (WCAG), and best practices in responsive design * Experience working in a cross-functional environment, collaborating with developers, designers, and product managers * Excellent problem-solving skills and a passion for crafting pixel-perfect user interfaces * Strong communication skills, with the ability to articulate design decisions and rationale * Familiarity with tools like Figma, Storybook, Chromatic and version control systems like Git * A keen eye for detail and a deep appreciation for design aesthetics Why Wealthsimple? 🤑 Competitive salary with top-tier health benefits and life insurance 📈 Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year and unlimited sick and mental health days 📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the year We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Your career is an investment that grows over time!Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets.Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.About The TeamThe Design System Team is at the heart of our product development, ensuring that every user interface element, component, and interaction is crafted with precision and care. We collaborate closely with developers, designers, and product managers to build a robust design system that supports our diverse product range. As we continue to expand and refine our system, we are focused on enhancing component reusability, improving accessibility, driving innovation in interaction design, and maintaining the tooling that powers the system.This is an exciting opportunity to influence how design is integrated into our development process and to lead the charge in creating tools and components that will be used across Wealthsimple's R&D organization.What You Will Do * Collaborate with developers and designers to develop and maintain high-quality, reusable UI components that are accessible, scalable, and performant * Advocate for an implement best practices in UX development, ensuring a seamless and consistent user experience across all products * Work closely with product teams to understand their needs and ensure the design system evolves to meet those needs * Contribute to the documentation and education around the design system, helping to train and support other teams in using the system effectively * Participate in code reviews, design critiques, and workshops, providing thoughtful feedback and guidance to other team members * Drive innovation in interaction design, exploring new ways to enhance user experience through cutting-edge techniques and tools * Maintain and update the platform and tooling used by the design system, ensuring it remains reliable, scalable, and accessible for all product teams      Who You Are * Extensive experience with front-end technologies, including React, React-Native and Typescript * Proven tract record of building and maintaining components and libraries at scale * Strong understanding of UX principles, accessibility standards (WCAG), and best practices in responsive design * Experience working in a cross-functional environment, collaborating with developers, designers, and product managers * Excellent problem-solving skills and a passion for crafting pixel-perfect user interfaces * Strong communication skills, with the ability to articulate design decisions and rationale * Familiarity with tools like Figma, Storybook, Chromatic and version control systems like Git * A keen eye for detail and a deep appreciation for design aesthetics      Why Wealthsimple?🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple Work🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 per year towards wellness and professional development budgets respectively🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)💖 Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about how we work.DEI StatementAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Senior Frontend Developer, Design Systems - Wealthsimple

Senior Frontend Developer, Design Systems

You should have a growth or engineering background, experience leading teams, building client-facing web/mobile experiences, and strong communication skills. Familiarity with customer engagement and analytics tools is a plus.

You will collaborate with stakeholders, oversee engineering teams, guide projects, improve processes, foster innovation, monitor performance, and promote a positive, inclusive team culture.

Marketing

Research & Development

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. About The Role This is a leadership role where you’ll be working in R&D and partnering with the Marketing team. You’ll build the technical solutions for Growth, including improving our technical infrastructure, developing and maintaining the platforms and systems our R&D and Marketing teams use to communicate with clients, and providing expertise in the latest technologies and tools that can unlock our marketing efforts, like CMS systems, analytics platforms, and automation tools. Role Responsibilities * Collaboration with Stakeholders: Partner with Product, Data, Design, and Marketing leaders to implement growth-focused technical solutions. Collaborate with Growth Marketing stakeholders to create in-product growth and rewards solutions. * Strategic Leadership: Develop and communicate the engineering vision and strategy aligned with our company mission and goals. * Team Management: Oversee engineering teams, including hiring, mentoring, and performance management to ensure a high-performing workforce. * Project Oversight: oversee, or help your leaders oversee the planning, execution, and delivery of engineering projects, ensuring they meet quality standards and deadlines. * Technical Guidance: Provide technical direction and oversight, defining and maintaining tools that support Marketing teams effectively. Lead by example, providing direction and fostering high-quality, efficient work from your team. * Process Improvements: Implement processes and methodologies to improve development practices, enhance collaboration, and increase project success rates. * Innovation and R&D: Foster a culture of innovation within the engineering team, encouraging experimentation and helping foster a Proof of Concept culture. * Performance Monitoring: Establish metrics and KPIs to monitor the performance of engineering teams and project outcomes, making data-driven decisions. * Vision for Culture and Inclusion: Promote a positive team culture that values diversity, equity, and inclusion, ensuring an engaging environment for all employees. Skills You Bring * A background in Growth, Engineering for Marketing, or similar * Experience building and leading multiple engineering teams of 6+ engineers * Experience building client-facing experiences for web and mobile * Experience working in a fast-moving, high-growth company and/or experience working in consumer fintech * Strong engineering and communication skills * Experience managing and growing engineering leaders * Experience working in a cross-functional, collaborative environment * Nice to have experience with: * Customer Engagement and Automation Tools, like Braze * Analytics and Attribution Tools, like Appsflyer and Mixpanel * Email Marketing Platforms and templating tools, like SendGrid and Taxi * Content Management Systems, like Contentful * Leading teams working with React or React Native Why Wealthsimple? 🤑 Competitive salary with top-tier health benefits and life insurance 📈 Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year and unlimited sick and mental health days 📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the year We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Your career is an investment that grows over time!Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets.Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.About The RoleThis is a leadership role where you’ll be working in R&D and partnering with the Marketing team. You’ll build the technical solutions for Growth, including improving our technical infrastructure, developing and maintaining the platforms and systems our R&D and Marketing teams use to communicate with clients, and providing expertise in the latest technologies and tools that can unlock our marketing efforts, like CMS systems, analytics platforms, and automation tools.Role Responsibilities * Collaboration with Stakeholders: Partner with Product, Data, Design, and Marketing leaders to implement growth-focused technical solutions. Collaborate with Growth Marketing stakeholders to create in-product growth and rewards solutions. * Strategic Leadership: Develop and communicate the engineering vision and strategy aligned with our company mission and goals. * Team Management: Oversee engineering teams, including hiring, mentoring, and performance management to ensure a high-performing workforce. * Project Oversight: oversee, or help your leaders oversee the planning, execution, and delivery of engineering projects, ensuring they meet quality standards and deadlines. * Technical Guidance: Provide technical direction and oversight, defining and maintaining tools that support Marketing teams effectively. Lead by example, providing direction and fostering high-quality, efficient work from your team. * Process Improvements: Implement processes and methodologies to improve development practices, enhance collaboration, and increase project success rates. * Innovation and R&D: Foster a culture of innovation within the engineering team, encouraging experimentation and helping foster a Proof of Concept culture. * Performance Monitoring: Establish metrics and KPIs to monitor the performance of engineering teams and project outcomes, making data-driven decisions. * Vision for Culture and Inclusion: Promote a positive team culture that values diversity, equity, and inclusion, ensuring an engaging environment for all employees.      Skills You Bring * A background in Growth, Engineering for Marketing, or similar * Experience building and leading multiple engineering teams of 6+ engineers * Experience building client-facing experiences for web and mobile * Experience working in a fast-moving, high-growth company and/or experience working in consumer fintech * Strong engineering and communication skills * Experience managing and growing engineering leaders * Experience working in a cross-functional, collaborative environment * Nice to have experience with: * Customer Engagement and Automation Tools, like Braze * Analytics and Attribution Tools, like Appsflyer and Mixpanel * Email Marketing Platforms and templating tools, like SendGrid and Taxi * Content Management Systems, like Contentful * Leading teams working with React or React Native      Why Wealthsimple?🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple Work🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 per year towards wellness and professional development budgets respectively🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)💖 Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about how we work.DEI StatementAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Engineering Leadership, Growth and Marketing - Wealthsimple

Engineering Leadership, Growth and Marketing

You should be resourceful, adaptable, goal-oriented, and a strong communicator with 1-3 years in sales. A self-starter with natural curiosity and resiliency is essential. Bonus for IFIC/CSC.

You will follow up on leads, conduct outreach, articulate value propositions, collaborate on projects, achieve quotas, and nurture prospects through the sales cycle.

Customer Relations

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Business development at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals. Although many financial services companies are focused on growth, we have seen industry leading results when the Commercial team has worked closely with Growth marketing. Specifically the Business Development team will drive $ 3.5B in net deposits in 2024 and plan to double to $7B in net deposit growth in 2025. Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians. In This Role, You Will Have The Opportunity To * Follow-up with high-quality leads from the Growth Marketing team * Build growth opportunities for the business through outreach emails, calls, and qualification * Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects * Work closely with Product and Marketing teams on “playtests” that require client interaction * Work closely with Sales and Marketing on creative projects that help drive revenue growth * Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text * Nurture and educate prospective clients through the sales cycle until they are qualified Skills And Experience We’re Looking For * Resourcefulness — you should have demonstrated track record of persevering in the face of adversity * Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals * Goal-oriented — you should have experience (and be excited about!) working hard towards a goal * Strong communication — you should be comfortable writing persuasively and communicating at all levels * Self-starter — when you see a need, you address it * Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem * 1-3 years experience in a sales or client-facing role * Resiliency - bounce back from rejection and objection and keep trying * Bonus: Completed IFIC or CSC Why Wealthsimple? 🤑 Competitive salary with top-tier health benefits and life insurance 📈 Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year and unlimited sick and mental health days 📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the year We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Your career is an investment that grows over time!Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets.Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Business development at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.Although many financial services companies are focused on growth, we have seen industry leading results when the Commercial team has worked closely with Growth marketing. Specifically the Business Development team will drive $ 3.5B in net deposits in 2024 and plan to double to $7B in net deposit growth in 2025.Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.In This Role, You Will Have The Opportunity To * Follow-up with high-quality leads from the Growth Marketing team * Build growth opportunities for the business through outreach emails, calls, and qualification * Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects * Work closely with Product and Marketing teams on “playtests” that require client interaction * Work closely with Sales and Marketing on creative projects that help drive revenue growth * Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text * Nurture and educate prospective clients through the sales cycle until they are qualified      Skills And Experience We’re Looking For * Resourcefulness — you should have demonstrated track record of persevering in the face of adversity * Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals * Goal-oriented — you should have experience (and be excited about!) working hard towards a goal * Strong communication — you should be comfortable writing persuasively and communicating at all levels * Self-starter — when you see a need, you address it * Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem * 1-3 years experience in a sales or client-facing role * Resiliency - bounce back from rejection and objection and keep trying * Bonus: Completed IFIC or CSC      Why Wealthsimple?🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple Work🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 per year towards wellness and professional development budgets respectively🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)💖 Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about how we work.DEI StatementAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Business Development Representative - Wealthsimple

Business Development Representative

You must be client-focused, have 2+ years in sales team management, be tech-savvy, analytical, adaptable, goal-oriented, a strong communicator, and a self-starter. Bonus for start-up experience and finance certifications.

You will lead and motivate a team, optimize sales metrics, analyze performance reports, coach team members, share best practices, advocate for clients, and collaborate with Product and Marketing teams.

Business, Operations & Strategy

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Business development at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals. Although many financial services companies are focused on growth, we have seen industry leading results when the Commercial team has worked closely with Growth marketing. Specifically the Business Development team will drive $ 3.5B in net deposits in 2024 and plan to double to $7B in net deposit growth in 2025. Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians. In This Role, You Will Have The Opportunity To * Lead and motivate a team of Business Development Representatives driving growth through outreach to new and existing clients * Own your team quota, metrics and performance optimizing for sales funnel conversion, speed to lead and pipeline management * Analyze reporting to uncover insights that will drive team performance optimization * Review calls and coach individual team members on their sales skills and workflows. * Share best practices across the team to foster collaboration and a supportive work environment * Advocate for the client and BDR experience by uncovering challenges and solutioning in partnership with cross-functional stakeholders across Product, Marketing and Sales * Work closely with Product and Marketing teams on “playtests” to uncover new learnings and channels for growth Skills And Experience We’re Looking For * Client-focused - Always put the client first * People Management - 2 years+ experience leading and driving results through B2B or B2C sales teams * Technology - comfortable leveraging Salesforce, Gong and Salesloft tooling * Analytical - comfortable uncovering bright spots and opportunities through data * Resourcefulness - demonstrated track record of persevering in the face of adversity * Adaptability - priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals * Goal-oriented - you should have experience (and be excited about!) working hard towards a goal * Strong communication - you should be comfortable writing persuasively and communicating at all levels with context * Self-starter - when you see a need, you address it * Bonus: Experience in a fast-paced start-up (ideally tech or finance) and completed IFIC or CSC Why Wealthsimple? 🤑 Competitive salary with top-tier health benefits and life insurance 📈 Retirement savings matching plan using Wealthsimple Work 🌴 20 vacation days per year and unlimited sick and mental health days 📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the year We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Your career is an investment that grows over time!Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $40 billion in assets.Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Business development at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.Although many financial services companies are focused on growth, we have seen industry leading results when the Commercial team has worked closely with Growth marketing. Specifically the Business Development team will drive $ 3.5B in net deposits in 2024 and plan to double to $7B in net deposit growth in 2025.Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.In This Role, You Will Have The Opportunity To * Lead and motivate a team of Business Development Representatives driving growth through outreach to new and existing clients * Own your team quota, metrics and performance optimizing for sales funnel conversion, speed to lead and pipeline management * Analyze reporting to uncover insights that will drive team performance optimization * Review calls and coach individual team members on their sales skills and workflows. * Share best practices across the team to foster collaboration and a supportive work environment * Advocate for the client and BDR experience by uncovering challenges and solutioning in partnership with cross-functional stakeholders across Product, Marketing and Sales * Work closely with Product and Marketing teams on “playtests” to uncover new learnings and channels for growth      Skills And Experience We’re Looking For * Client-focused - Always put the client first * People Management - 2 years+ experience leading and driving results through B2B or B2C sales teams * Technology - comfortable leveraging Salesforce, Gong and Salesloft tooling * Analytical - comfortable uncovering bright spots and opportunities through data * Resourcefulness - demonstrated track record of persevering in the face of adversity * Adaptability - priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals * Goal-oriented - you should have experience (and be excited about!) working hard towards a goal * Strong communication - you should be comfortable writing persuasively and communicating at all levels with context * Self-starter - when you see a need, you address it * Bonus: Experience in a fast-paced start-up (ideally tech or finance) and completed IFIC or CSC      Why Wealthsimple?🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple Work🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 per year towards wellness and professional development budgets respectively🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)💖 Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about how we work.DEI StatementAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Wealthsimple

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