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.
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 over 3+ million users and more than $100 billion in assets. Their teams are collaborative and value humility.
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 CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows.
Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views.
Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes.
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. They are specialists that help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
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.
Own the vision for our complete money transfer system, understanding both our software and the manual workflows where our team coordinates with Other Financial Institutions.
Partner with Operations and Engineering to understand how transfers work today — from client initiation to settlement — and identify where tools and automation can make the biggest impact.
Support discovery, planning, and delivery of improvements across the Transfers Platform, helping make Wealthsimple’s transfer systems more scalable, efficient, and reliable.
Wealthsimple helps everyone to achieve financial freedom by reimagining what it means to manage your money. They're the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a team of over 1,500 employees.
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.
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.
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.
Embedding the long-term design vision for support experiences at Monzo.
Leading large, end-to-end design initiatives across ambiguous problem spaces.
Designing with a service mindset, understanding what happens beyond the interface.
Monzo is on a mission to make money work for everyone, waving goodbye to the complicated ways of traditional banking. They have over 100 designers, researchers, and brand experts, and they focus on solving problems and changing lives through Monzo ❤️.
Draft and manage statements of work for customizations, white labels, builds for clients, and change orders
Partner with sales and post-sales teams to scope custom SOW engagements, define deliverables, timelines, and success criteria
Plan, coordinate, and drive the delivery of large projects for global key accounts with in-house or outsourced contractors and ISVs
Sardine is a leader in fraud prevention and AML compliance. Their platform uses device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens. They have hubs in the Bay Area, NYC, Austin, Toronto, and São Paulo and maintain a remote-first culture, with over 300 banks, retailers, and fintechs worldwide as customers.
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.
Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Configure and customize Charles River Everywhere (CRE) to support wealth management operations.
Design and optimize user journeys, navigation structures, layouts, and entitlement-based views.
Translate advisor and business requirements into scalable CRE configurations.
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. They are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems.
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.
Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Serve as the operational backbone of a growing RIA platform.
Designed for a financial services professional who thrives on ownership and follow-through.
Keep everything moving with autonomy, visibility, and long-term stability.
Cross Financial is a growing RIA platform that serves as the operational backbone for advisory businesses. They are an independent member of the Crete Professionals Alliance, committed to fostering a supportive and inclusive workplace where every team member can thrive.
Partner with the Valeris Sales team to ensure a clear understanding of the concept design while addressing the patient journey and brand strategy specific to the patient program.
Serve as expert resource for the team to address questions pertaining to program design and project management.
Maintain a knowledge base for cross functional team training, onboarding and sharing of best practices with client services, working with internal operational stakeholders.
Valeris is a fully integrated life sciences commercialization partner providing comprehensive solutions that span the healthcare value chain. The company has over 500 life sciences customers, is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana, and has a mission-driven and inclusive culture.