[Remote] Manager, Wealth Management Service at Wealthsimple

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
7+ years of experience in wealth management with at least 3 years in a leadership role
Proven track record of building and leading high-performing client service teams
Strong understanding of financial planning and investment management principles
Experience implementing and optimizing client service processes
Excellent people management skills with the ability to coach and develop talent
Strong problem-solving abilities and analytical mindset
Client-first mentality with passion for redefining wealth management service delivery
Technology-minded with experience leveraging digital tools to enhance operations
Bilingual (English/French) capability is a significant asset

Responsibilities

Manage and develop a team of licensed financial advisors, providing coaching, guidance, and performance feedback
Implement and monitor the client service journey to ensure consistent delivery of exceptional experiences
Lead performance evaluation using balanced scorecards focused on client experience rather than sales targets
Proactively enhance service delivery processes by identifying opportunities for improvement and implementing solutions
Leverage technology to scale operations and improve efficiency while maintaining service quality
Collaborate with product and engineering teams to develop tools that support advisors and enhance client experiences
Monitor team performance metrics and implement strategies to continuously improve results
Ensure compliance with regulatory requirements and company policies in all client interactions
Contribute strategic insights to help grow and scale our wealth management offering

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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