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Manager, Private Client Team

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Wealthsimple

12d ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • Quick Apply

AI generated summary

  • You must prioritize clients, have 2 years in management or Wealthsimple, 5 years with high net worth clients, hold CFP/IQFP, excel in communication, be adaptable, and be a self-starter.
  • You will lead a team, coach advisors, optimize client experiences, manage net deposits, analyze data for insights, and engage with high net worth clients daily.

Requirements

  • Client-focused - Always put the client first
  • People Management - Must have at least 2 years experience in a previous management role or 2 years of Wealthsimple experience to be considered for this role.
  • Track Record - Record of consistently driving a team to hit KPIs.
  • Client Experience - Must have 5 years experience working with high net worth clients in financial services.
  • Designations - CFP or IQFP at minimum.
  • Analytical - Proactively uncovering insights through data to drive recommendations
  • Adaptability - Priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
  • Strong communication - With the ability to build and maintain strong relationships with internal stakeholders and lead with context
  • Self-starter - When you see a need, you address it.
  • Well Connected - You have a network of relationships with a range of professionals working with high net worth clients.

Responsibilities

  • Lead and grow the Private Client team focused on providing an unprecedented experience to our high net worth clients.
  • Coach and develop a team of advisors, financial planners and private client managers (a role similar to a private banker).
  • Foster a positive and aligned work environment and collaborate with many other teams and leaders across functions.
  • Own your net deposits targets, activity metrics and performance, optimizing for sales funnel, productivity and client experience.
  • Leverage data to uncover insights that drive team optimization.
  • Develop and deliver the ultimate private client journey.
  • Work directly with our largest clients and prospective clients.

FAQs

Is this position remote or in-person?

This position is remote-first, allowing you to work from anywhere in North America.

What are the key responsibilities of the Manager, Private Client Team?

The key responsibilities include leading the Private Client team, coaching team members, optimizing for sales funnel and client experience, developing the private client journey, and leveraging data for insights.

What qualifications are required for this role?

Candidates must have at least 2 years of management experience or 2 years of Wealthsimple experience, 5 years of experience working with high net worth clients, and minimum designations of CFP or IQFP.

What type of work environment does Wealthsimple promote?

Wealthsimple promotes a positive and collaborative work environment where inclusion and high performance are valued, allowing team members to do their best work.

Are there opportunities for professional development?

Yes, Wealthsimple offers up to $1,500 per year towards wellness and professional development budgets.

What benefits come with this position?

Benefits include a competitive salary, top-tier health benefits, retirement savings matching, 20 vacation days plus unlimited sick and mental health days, and company-wide wellness days off.

How does Wealthsimple support diversity and inclusion?

Wealthsimple encourages applications from everyone regardless of various personal factors and actively promotes Employee Resource Groups to foster a diverse work environment.

What is the primary focus of the Private Client team?

The primary focus is to provide an industry-leading experience for high net worth clients, utilizing a technology-first approach to build lasting trust and deliver quality advice.

How will the success of the Manager, Private Client Team be measured?

Success will be measured through net deposits targets, activity metrics, performance indicators, and overall client experience satisfaction.

What attributes are essential for success in this role?

Essential attributes include being client-focused, adaptable, analytically minded, having strong communication skills, and being a self-starter with a well-connected network in the financial services industry.