Relationship Manager
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 $70 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.
About The Role
One of Wealthsimple's valued client segments is its Active Trader group. Often the approach to win these clients is different, and requires relationship building to establish trust with the need for more negotiation than our standard client, as their revenue potential usually allows them to demand preferred pricing with premier service.
We are looking for an experienced sales professional with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible for developing, nurturing, and converting new active trading clients, while also managing ongoing client relationships to ensure high client engagement and to reduce the risk of downstream attrition. Applicants should be self-starters, relationship oriented, experts in the industry, and ready to be hands on in delivering results.
In this role, you will have the opportunity to:
Work the entire sales cycle of the targeted segment, by making contact through calls, email, video, and text messages
Nurture and educate new leads, to uncover, qualify and convert them into new actively trading clients
Reach out to segmented sets of existing clients, to increase our share of wallet and establish Wealthsimple as their primary trading service provider
Sell through a “needs based approach” by uncovering client needs, and then positioning our products and services as the solution
Develop, nurture, and manage relationships with our active trader clients, so as to increase their engagement level, cross sell new products and services, thereby reducing downstream attrition
Identify and capture new cross sell opportunities for other areas of the business through daily client interactions
Create targeted lists of prospects and experiment with new segments
Provide feedback to Leadership, Product, and Marketing on the existing product offering, helping to prioritize future product development
Achieve monthly/quarterly quotas and daily productivity KPIs via calls, email, video, and text messages
Work in a team environment, backing up and supporting other team members as needed
Skills and experience we’re looking for:
Has a deep desire to help people, with the passion to focus on the client to improve their wellbeing
Naturally curious and is eager to understand each client's needs to uncover the root of their problem
Understand the active trader client segment, and can proficiently converse as a subject matter expert
Takes ownership to identity client trends and builds highly targeted lists of prospective clients
Is accountable and responsible, with the ability to work independently in a remote environment, while remaining motivated to work through the required daily sales activities
Is goal oriented and has experience working and delivering against hard targets
Strong communicator with the ability to conduct strong discovery calls to effectively uncover a prospective client’s pain points and goals
Is process oriented to manage a sales pipeline and book of clients diligently and proactively, to nurture and follow up with new opportunities
Can demonstrate resourcefulness to persevere in the face of adversity, and to be creative with solutioning to attain quota in an unexpected down period
3 - 5 years experience in a similar sales or relationship management role
1 - 3 years experience in financial services or personal investing
Nice to Haves:
Undergraduate or Post-Secondary degree in related field
Canadian Securities Course (CSC)
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 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.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
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.
Relationship Manager
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 $70 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.
About The Role
One of Wealthsimple's valued client segments is its Active Trader group. Often the approach to win these clients is different, and requires relationship building to establish trust with the need for more negotiation than our standard client, as their revenue potential usually allows them to demand preferred pricing with premier service.
We are looking for an experienced sales professional with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible for developing, nurturing, and converting new active trading clients, while also managing ongoing client relationships to ensure high client engagement and to reduce the risk of downstream attrition. Applicants should be self-starters, relationship oriented, experts in the industry, and ready to be hands on in delivering results.
In this role, you will have the opportunity to:
Work the entire sales cycle of the targeted segment, by making contact through calls, email, video, and text messages
Nurture and educate new leads, to uncover, qualify and convert them into new actively trading clients
Reach out to segmented sets of existing clients, to increase our share of wallet and establish Wealthsimple as their primary trading service provider
Sell through a “needs based approach” by uncovering client needs, and then positioning our products and services as the solution
Develop, nurture, and manage relationships with our active trader clients, so as to increase their engagement level, cross sell new products and services, thereby reducing downstream attrition
Identify and capture new cross sell opportunities for other areas of the business through daily client interactions
Create targeted lists of prospects and experiment with new segments
Provide feedback to Leadership, Product, and Marketing on the existing product offering, helping to prioritize future product development
Achieve monthly/quarterly quotas and daily productivity KPIs via calls, email, video, and text messages
Work in a team environment, backing up and supporting other team members as needed
Skills and experience we’re looking for:
Has a deep desire to help people, with the passion to focus on the client to improve their wellbeing
Naturally curious and is eager to understand each client's needs to uncover the root of their problem
Understand the active trader client segment, and can proficiently converse as a subject matter expert
Takes ownership to identity client trends and builds highly targeted lists of prospective clients
Is accountable and responsible, with the ability to work independently in a remote environment, while remaining motivated to work through the required daily sales activities
Is goal oriented and has experience working and delivering against hard targets
Strong communicator with the ability to conduct strong discovery calls to effectively uncover a prospective client’s pain points and goals
Is process oriented to manage a sales pipeline and book of clients diligently and proactively, to nurture and follow up with new opportunities
Can demonstrate resourcefulness to persevere in the face of adversity, and to be creative with solutioning to attain quota in an unexpected down period
3 - 5 years experience in a similar sales or relationship management role
1 - 3 years experience in financial services or personal investing
Nice to Haves:
Undergraduate or Post-Secondary degree in related field
Canadian Securities Course (CSC)
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 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.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
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.