Manager, Wealth Management Service - Remote

Overview

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 throughout their journey with us, focusing on exceptional client outcomes.

In Short

• Manage and develop a team of licensed financial advisors.
• Implement and monitor the client service journey.
• Lead performance evaluation focused on client experience.
• Enhance service delivery processes and implement solutions.
• Leverage technology to scale operations and improve efficiency.
• Collaborate with product and engineering teams for tool development.
• Monitor team performance metrics for continuous improvement.
• Ensure compliance with regulatory requirements.
• Contribute strategic insights to grow wealth management offerings.

Requirements

• CFP or IQFP designation required.
• CIM or CFA designation required.
• 7+ years of experience in wealth management.
• 3 years in a leadership role.
• Proven track record of building high-performing teams.
• Strong understanding of financial planning principles.
• Experience in optimizing client service processes.
• Excellent people management skills.
• Strong problem-solving abilities.
• Bilingual capability is a significant asset.

Benefits

• Opportunity to revolutionize wealth management services.
• Access to cutting-edge fintech tools.
• Collaborative work environment.
• Focus on client outcomes rather than sales targets.