Manager, Wealth Management Service
Wealthsimple
Estimated Salary: $112K-$188K
Location: Remote
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 4 million users who trust us with more than $80 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.
The Role
As a Manager of Wealth Management (Service) at Wealthsimple, you'll lead a team of licensed advisors who provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. You'll be responsible for implementing, monitoring, and enhancing the client service experience to capture market share from clients being underserved and overcharged by traditional advisory businesses. This is a purpose-driven role focused on building a team that prioritizes client outcomes rather than sales targets, and provides the opportunity to challenge industry norms and truly put clients first. You can expect to be part of revolutionizing how wealth management services are delivered in Canada in a collaborative environment with access to cutting-edge fintech tools.