Manager - Private Client Team
To see similar active jobs please follow this link: Remote Marketing jobs
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 3 million users who trust us with more than $40 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.
We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. The Private Client team is about providing the highest level of advice and service to our high net worth clients, a segment that is growing at an accelerating pace.
The primary focus of the Manager of the Private Client team is to build an industry-leading high net worth experience that integrates a technology first approach. This leader will work closely with Sales leadership, Operations and Product Marketing to develop and run a service level that builds long lasting trust with our clients.
Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians. While many financial services companies are focused on high net worth clients, we have seen first hand in our growth of this group that they value a new tech-enabled approach that can provide more value, transparency and quality advice, at a lower cost.
In this role, you will have the opportunity to:
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.
Skills and experience we’re looking for:
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.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
About the job
Manager - Private Client Team
To see similar active jobs please follow this link: Remote Marketing jobs
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 3 million users who trust us with more than $40 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.
We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. The Private Client team is about providing the highest level of advice and service to our high net worth clients, a segment that is growing at an accelerating pace.
The primary focus of the Manager of the Private Client team is to build an industry-leading high net worth experience that integrates a technology first approach. This leader will work closely with Sales leadership, Operations and Product Marketing to develop and run a service level that builds long lasting trust with our clients.
Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians. While many financial services companies are focused on high net worth clients, we have seen first hand in our growth of this group that they value a new tech-enabled approach that can provide more value, transparency and quality advice, at a lower cost.
In this role, you will have the opportunity to:
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.
Skills and experience we’re looking for:
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.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.