Define what "5-star" looks like in wealth management and design client experiences that are genuinely differentiated.
Incubate and personally run new advice services, creating the V1 process and overseeing the first cohort of clients.
Build the partnerships that expand their offering, designing the integrated client experience and piloting the model.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, they take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They’re the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a remote team of over 1,500 employees across North America. They value collaboration, humility, and an obsession over quality.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Build and manage best-in-class private asset offerings for Wealthsimple clients.
Collaborate across teams to support high-priority initiatives.
Translate investor needs into clear requirements and analyses.
Wealthsimple is on a mission 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.
Developing and executing a contact strategy to grow revenue across Digital Wealth, Platform, B2B and B2B2C channels
Building and maintaining strong relationships with digital partners, acting as a primary relationship manager
Understanding client needs and tailoring service levels to provide a high‑quality, value‑adding experience
Legal & General (L&G) is a leading UK financial services group and major global investor. They've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of customers and creating value for shareholders.
Drive trading volume and maximize Assets Under Management (AUM).
Manage relationships with High Net Worth Individuals (HNWI) and key clients.
Serve as a brand ambassador, educating customers on OKX's full value proposition.
OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). Across multiple offices globally, they are united by their core principles and foster a friendly, rewarding, and diverse environment.
Advise high-net-worth and institutional clients with tailored investment strategies.
Build and maintain long-term client relationships through proactive communication.
Develop and execute business development strategies to identify and convert new opportunities.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
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.
Lead a sales team focused on cross-selling existing SMB clients.
Transform the team's sales motion to a strategic, consultative approach.
Coach reps to identify client needs and build business cases.
Wealthsimple is on a mission 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.