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As the leader of Investment Representatives, you will be responsible for handling client questions and overseeing risk and meeting compliance requirements. Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions. Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money with smart technology.

• Seeking bold, strategic relationship leaders with significant experience securing major philanthropic, institutional, or corporate funding.
• Contribute directly to expanding GiveDirectly’s global partnership ecosystem by stewarding major funders and shaping multi-year strategies.
• Opportunities include leading a fundraising team, owning a portfolio of high-value partners, and acting as a senior external representative.

GiveDirectly (GD) aims to reshape international giving by providing cash grants directly to the world’s poorest. The organization has a global team of ~150, and country operations teams of ~650, together come from 21 different countries speaking 69 different languages, where the culture is candid, analytical, agile, and non-hierarchical.

• Provide leadership, coaching, and mentorship to commercial new business brokers.
• Lead and deliver sales results for your team, fostering continuous learning and improvement.
• Perform administrative functions, conduct one-on-one meetings, shadow team members, and participate in interviews.

Zensurance is redefining commercial insurance for Canadian businesses by making getting the right coverage simple, fast, and accessible through a digital-first experience.

Lead and empower your team to deliver a customer-focused service, helping people make money work for them. Coach and develop your team to reach their full potential, thinking big and owning every step. Use data to spot trends and address performance gaps, making informed decisions to drive improvement.

We’re on a mission to make money work for everyone, waving goodbye to the complicated and confusing ways of traditional banking.

• Provide expert advice and guidance to Customer Care Advisors on customer inquiries across all channels.
• Resolve complex customer and agent issues, including managing escalations.
• Lead, mentor, and coach a team of Customer Care Advisors, fostering a positive team culture.

Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers and helps an entire industry move faster.

Lead a team of Credentialing Specialists and Operational Analysts to ensure efficient credentialing file processing. Provide coaching and training to strengthen credentialing knowledge and regulatory understanding. Monitor contractual Service Level Agreements, turnaround times, and quality metrics; drive corrective actions to maintain compliance.

Certify is on a mission to change how the US healthcare industry deals with provider data, aiming to reduce healthcare costs by streamlining access to this data.

Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

• Lead territory performance through oversight of advisor team engagement and campaign strategy.
• Directly manage and develop a team of Regional Marketing Consultants.
• Deliver actionable insights and reporting on program performance, ROI, and advisor team outcomes.

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.

The Team Lead will ensure the productivity, quality of work, and growth of the team. Foster strong partnerships with both internal and external teams. Drive continuous improvement and expanding the scope of work.

ComPsych is the worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe.

• Lead, coach, and manage a national sales team of up to 12 National Course Advisors.
• Drive individual and team sales performance against enrolment and revenue targets.
• Ensure all recruitment activity complies with regulatory and organisational requirements.

Navitas is a leading global education provider that helps learners transform their lives through education. They deliver programs and services for students and professionals including university pathways, English language courses, and career-ready qualifications.

Own elevated client experience processes including design, project management and implementation. Empower a motivated team of client experience associates and team leads to deliver an amazing client experience. Act as the subject matter expert for your assigned client experiences and work to continuously improve the employee and client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.

Lead and develop a high-performing Client Delivery Manager team. Define and drive the client delivery strategy. Collaborate cross-functionally with Product, Engineering, and Operations leaders.

Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us.

Provide fundraising and administrative support to the Fundraising directorate. Manage supporter inquiries, registrations, and communications for fundraising appeals, campaigns, and events. Assist in planning and coordinating a variety of fundraising events to meet organisational goals.

Marie Curie is the UK’s leading end-of-life charity and the largest non-NHS provider of end-of-life care.

• Support document development and briefing materials.
• Conduct research, data analysis and synthesis to inform strategy development and execution.
• Manage and track grantmaking workflow and keep grants on track.

Global Health Visions (GHV) is seeking two motivated and detail-oriented Associates to support a leading philanthropic client.

Leading a high-performing team of inside sales professionals toward ambitious targets. Inspiring a culture of collaboration, growth, and innovation within the sales team. Driving revenue growth by empowering team members to exceed quotas.

Veeam, the #1 global market leader in data resilience, believes businesses should control all their data whenever and wherever they need it.

The role will bridge Wealthsimple’s Client Experience team with our Security team, fostering collaboration to mitigate risks and protect client interactions. Employee development, coaching, and mentoring via weekly 1:1s, monthly “Grow” sessions, & quarterly performance reviews. Actively engage with clients by assisting CXAs with challenging cases or handling escalations directly.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.

Shape and lead corporate advisory services, overseeing Risk & Reward, Pensions, and Employee Engagement teams. Drive the development and delivery of market-leading corporate financial planning solutions focusing on client experience. Develop innovative, compliant, and high-performing solutions that address the complex needs of corporate clients.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform.

This role focuses on building strong relationships between IT and business stakeholders. Manages site services and endpoint solutions, ensuring standardized and secure infrastructure across regions. Key contributor to the global IT Infrastructure Strategy.

We are a global climate technologies company engineered for sustainability, creating sustainable and efficient spaces with HVACR technologies.

Lead and manage a team of Account Managers, and Assistant Account Managers. Build and maintain strong client relationships, acting as a trusted advisor on insurance matters. Stay abreast of industry trends, regulatory changes, and emerging risks to ensure our services remain cutting-edge.

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes.

• Lead ClassDojo’s post-sales motion across onboarding, implementation, and long-term partnership management.
• Oversee a team of district onboarding managers and district partnerships managers.
• Set the strategic vision for the Success team and define key performance indicators.

ClassDojo’s flagship app is the #1 communication app connecting K-8 teachers, children, and families, globally use it to share what’s happening throughout the day.