Private Client Manager
To see similar active jobs please follow this link: Remote Customer Success 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 Manager is about providing the highest level of service to our high net worth clients, a segment that is growing at an accelerating pace.
As a Private Client Manager, you will join a team serving our growing client base of high net worth households. You will be responsible for supporting and developing relationships with our largest clients, helping them with everything Wealthsimple from administrative to money movement to getting on the next beta test list. By giving first-class service, you will deliver exceptional client experiences that builds long lasting client love and trust.
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 higher quality advice, at a lower cost.
In this role, you will have the opportunity to:
Provide an excellent support experience for clients eligible for concierge service ($1M +)
Own your sales targets.
You will be the go to point of contact for eligible clients. To resolve client inquiries, you will make relationships and pull in cross-functional stakeholders; Portfolio Management, Customer Success, Operations, Product Specialists, etc. (clients will have your direct email and phone number)
You will not be bound to a specific schedule, but will be expected to respond to clients and make client calls outside of business hours (evenings and weekends)
You will advocate for your clients to speed up resolution times - example: prioritizing JIRA tickets
You are responsible for ensuring clients needs are being met by proactively understanding their engagement and reaching out to assist them when necessary (example: facilitating an introduction to financial planning)
You have a growth mindset and understand how to grow Wealthsimple’s share of wallet with existing customers as you will be held accountable to a sales quota
You will give product demos and assist clients in adopting Wealthsimple products that best suit their needs
Skills and experience we’re looking for:
Client-focused - Always put the client first
Designations - Must have the CSC
Growth Oriented - You are competitive and get energy by influencing clients to increase their share of wallet with Wealthsimple
Thrive in client facing situations - Your clients come first and you will move mountains to make things happen for them
Organized - You can context switch quickly and stay on top of many different client scenarios concurrently - you never let things slip through the cracks
Detail Oriented - We all make mistakes, but you sweat the details to minimize the surface area of mistakes and if you make a mistake, you are skilled in turning things around
Product Expert - You don’t know everything about the Wealthsimple ecosystem of products, but almost... if there is something you don’t know, you know how to find out and quickly
Communication - You are an excellent communicator, verbal and written. You can adjust your style to suit the client you are working with and you’re always clear, concise, and simple
Calm - You keep your cool no matter the situation and demonstrate good judgment under pressure
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
Private Client Manager
To see similar active jobs please follow this link: Remote Customer Success 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 Manager is about providing the highest level of service to our high net worth clients, a segment that is growing at an accelerating pace.
As a Private Client Manager, you will join a team serving our growing client base of high net worth households. You will be responsible for supporting and developing relationships with our largest clients, helping them with everything Wealthsimple from administrative to money movement to getting on the next beta test list. By giving first-class service, you will deliver exceptional client experiences that builds long lasting client love and trust.
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 higher quality advice, at a lower cost.
In this role, you will have the opportunity to:
Provide an excellent support experience for clients eligible for concierge service ($1M +)
Own your sales targets.
You will be the go to point of contact for eligible clients. To resolve client inquiries, you will make relationships and pull in cross-functional stakeholders; Portfolio Management, Customer Success, Operations, Product Specialists, etc. (clients will have your direct email and phone number)
You will not be bound to a specific schedule, but will be expected to respond to clients and make client calls outside of business hours (evenings and weekends)
You will advocate for your clients to speed up resolution times - example: prioritizing JIRA tickets
You are responsible for ensuring clients needs are being met by proactively understanding their engagement and reaching out to assist them when necessary (example: facilitating an introduction to financial planning)
You have a growth mindset and understand how to grow Wealthsimple’s share of wallet with existing customers as you will be held accountable to a sales quota
You will give product demos and assist clients in adopting Wealthsimple products that best suit their needs
Skills and experience we’re looking for:
Client-focused - Always put the client first
Designations - Must have the CSC
Growth Oriented - You are competitive and get energy by influencing clients to increase their share of wallet with Wealthsimple
Thrive in client facing situations - Your clients come first and you will move mountains to make things happen for them
Organized - You can context switch quickly and stay on top of many different client scenarios concurrently - you never let things slip through the cracks
Detail Oriented - We all make mistakes, but you sweat the details to minimize the surface area of mistakes and if you make a mistake, you are skilled in turning things around
Product Expert - You don’t know everything about the Wealthsimple ecosystem of products, but almost... if there is something you don’t know, you know how to find out and quickly
Communication - You are an excellent communicator, verbal and written. You can adjust your style to suit the client you are working with and you’re always clear, concise, and simple
Calm - You keep your cool no matter the situation and demonstrate good judgment under pressure
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.