Manager, Client Relationship Sales at Wealthsimple

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Wealth ManagementIndustries

Requirements

Experienced sales leader with a strong trading background
Ability to lead and mentor a team of Relationship Managers focusing on Active Trader clients and High Net Worth (HNW) individuals

Responsibilities

Lead and scale a newly established Relationship Management team focused on driving growth within the Active Trader segment
Manage the daily activities and KPIs of the relationship management team, ensuring they meet and exceed sales and relationship quality targets
Conduct regular one-on-one sales coaching sessions, pipeline reviews, and joint client calls to train the team in advanced relationship-based sales techniques, product knowledge, and compliance
Participate in hiring, onboarding, and continuous professional development for all team members
Develop and implement sales strategies specifically tailored to the Active Trader and HNW segments, focusing on long-term client longevity and increasing share of wallet
Own your team revenue targets

Skills

Client Relationship Management

Sales Leadership

Team Building

Sales Operations

Growth Marketing

Financial Services

Wealth Management

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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