[Remote] Associate, Cash and Card Operations at Wealthsimple

Remote

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

1+ yrs' experience working cross-functionally with Product, Engineering, Client Experience, Finance, etc
A passion for Wealthsimple, fintechs, technology and AI
Exceptional organizational, time management, and communication skills
Proactive and action oriented towards problem solving - constantly looking for improvements and taking ownership of work
Experience in credit or spend product operations, management consulting, startups, banking and payments, or other operations roles in related fields
Collaborative approach and someone with a strong team mindset

Responsibilities

Be responsible for scaling some of the operational processes that power our banking products (including the card programs)
Coordinate with a variety of cross functional stakeholders (product, engineering, client experience, and finance) to help build, scale and document end to end processes to support complex financial products
Analyze trends to identify and implement optimization opportunities in existing processes
Problem solve, to ensure product and customer experiences are supported
Help ensure all regulatory and compliance requirements are met within our internal processes
Delivers operational excellence in the day to day administration and management of payment cards and chequing account products

Skills

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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