Take on team escalations and client complaints, analyzing root causes and implementing corrective actions.
Lead a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives.
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand.
Wealthsimple is a fintech company with a mission to help everyone achieve financial freedom. They are the largest fintech company in Canada, with 3+ million users and more than $100 billion in assets, using smart technology to make financial services transparent and low-cost.
Lead the migration of acquired firms’ portfolio management system data to Orion platform.
Gather, organize, and validate client data from pre-acquisition portfolio management systems.
Coordinate stakeholders to resolve post-migration clean up issues related to data feeds.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. As the #1 RIA Firm in the nation, they serve over 31,300 families in more than 90 cities across the U.S., with a commitment to diversity and flexible working arrangements.
Build knowledge of our evolving software and the real estate private equity industry.
Advance use of Juniper Square software to support our fund administration and investor services clients.
Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency and transparency. They are a values-driven organization with employees collaborating across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.
Own the execution and optimization of top-of-funnel demand generation across multiple channels.
Drive lead volume and lead quality, with a strong understanding of downstream conversion and pipeline impact.
Optimize the full funnel—from first touch to opportunity—through testing, CRO, and continuous iteration.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Manage firm-wide trading, rebalancing, and reconciliation.
Keep portfolios compliant with Investment Committee guidelines.
Create portfolio proposals for current and prospective clients.
Modera Wealth Management is an independent, fee-only firm committed to positively impacting clients' lives through financial planning and investment management. With over 200 employees across 19 offices, they manage over $15B in assets, delivering personalized service with excellence and a friendly style.
Be the dedicated data science partner to the Consolidation product team, owning the analytics and modeling that power product-led growth across onboarding, activation, and full consolidation.
Design and analyze rigorous product experiments across the client journey, from first funding through to full asset consolidation, using A/B testing, non-inferiority tests, and other causal inference methods to measure the impact of product changes on key growth metrics.
Develop deep product analytics to understand how clients move through the consolidation funnel, linking external accounts, reaching their first $5k, adopting multiple products, and identify where the biggest opportunities exist to accelerate that journey.
Wealthsimple helps everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Develop the product’s value proposition and go-to-market strategies.
Identify growth opportunities and develop integrated marketing campaigns.
Build a cross-sell and upgrade engine.
Wealthsimple aims to help everyone achieve financial freedom. By using technology, they make transparent and low-cost financial services available, and they are the largest fintech company in Canada with over 3 million clients and $100B+ in assets.