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 $100 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 team
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. Relationship Management at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.
The primary focus of the Manager, Client Relationship Sales is to build an industry-leading client experience and sales team, that develops and builds relationships with our most valued clients so that they want to invest and grow their financial future with Wealthsimple. This leader works in tight collaboration with Sales leadership, Sales Operations, and Growth Marketing to drive us to grow faster than any other financial services company in Canada.
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.
Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.
With over 3 million clients and $100B+ in assets, we are the market leader in Canada. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often, and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!
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 core clients, as their revenue potential usually allows them to demand preferred pricing with premier service.
We are looking for an experienced sales leader with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible to lead and mentor a team of Relationship Managers (RMs) who focus on acquiring, retaining, and growing high-value client segments, specifically Active Trading clients and High Net Worth (HNW) individuals.