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.
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.
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 a large team of up to 72 investigators, focused on onboarding and lifecycle activities. Be responsible for a team of up to 6 team managers who are responsible for supporting their investigators. Monitor the day-to-day performance and service position of the operation, and address identified challenges.
Monzo is on a mission to make money work for everyone, waving goodbye to the complicated and confusing ways of traditional banking.
Conduct end-to-end Transaction Monitoring investigations for customers. Work with functional leaders in the Financial Crime Risk Service line. Analyze transaction activity and KYC information and conduct due diligence research in support of investigations.
At Coinbase, our mission is to increase economic freedom in the world.
Lead, mentor, and develop a team of high-performing customer-facing professionals (CSMs) across the Americas. Develop a deep understanding of Dragos Platform, WorldView, and Professional Services capabilities and industry-specific challenges. Establish relationships with key senior customer stakeholders to understand their technical needs and business objectives.
Dragos is dedicated to arming our customers with best-in-class technology, threat intelligence, and services to protect their systems as effectively and efficiently as possible.
Conduct Know Your Customer (KYC) and Customer Due Diligence (CDD) reviews of individual customers during onboarding.
Review alerts for suspicious transactions and behaviour to prevent fraud losses for Xapo and customers alike.
Detect, investigate and report suspicious activities, including predicate offences related to money laundering and terrorist financing.
Xapo Bank is a fully distributed team of over 130 Xapiens that work remotely from 40+ countries around the world. They are committed to changing the way things are done and believe in sound risk management to serve their customers and deliver value for their shareholders.
Owns the entire customer journey from onboarding to value realization to value expansion, measuring specific metrics.
Acts as the ‘voice of the customer’ inside the company and becomes a trusted advisor on cyber risk.
Becomes a SAFE platform expert, helps customers become self-sufficient, and ensures alignment with best practices.
SAFE Security is building CyberAGI — a system of intelligence that autonomously predicts, detects, and remediates threats. They empower individuals and teams with freedom and responsibility, operating with radical transparency and a commitment to continuous learning.
Own Swiftly's security risk register and threat models; identify, prioritize, and drive remediation of risks across application and infrastructure.
Design secure architectures for our SaaS platform, mobile applications, and IOT/Hardware Integration, focusing on authentication, authorization, data protection, and network boundaries.
Define and maintain security KPIs and dashboards for executive and board reporting.
Swiftly is on a mission to help cities move more efficiently and is the leading transit data platform for agencies to share real-time passenger information.
Be the primary contact who helps managed service providers deliver strong security awareness outcomes for their client portfolio.
Own the full partner journey—from initial onboarding and training through renewals and growth.
Ensure every MSP partner has the knowledge, tools, and support needed to maximize value across all their customer deployments.
KnowBe4 is an AI-driven Human Risk Management platform empowering organizations to strengthen their security culture. They are an industry standard with high customer retention rates, valuing radical transparency, extreme ownership, and continuous professional development in a welcoming workplace.
Support leading the day-to-day operations of our Staking function, ensuring operational excellence is maintained, and key tasks are executed correctly and on time.
Find opportunities to strengthen our internal controls, reduce any weaknesses & risks, and help scale processes within our crypto operations team.
Work closely with our Compliance & Finance teams to ensure our processes, controls, and reporting are adhering to regulatory standards (i.e CIRO, OSC).
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. With over 3+ million users who trust them with more than $100 billion in assets, their teams ship often and make an impact with groundbreaking ideas. They value collaboration and humility as they continue to create inclusive and high-performing teams.
Collaborate with cross-functional teams to translate requirements into resilient technical designs. Design and build IAM and compliance services. Build transparency and auditability primitives.
Reddit is a community of communities built on shared interests, passion, and trust, and is home to open and authentic conversations.
Analyze suspicious customer account activity flagged by our transaction monitoring system and decide on necessary actions. Work complex investigations and customer reviews. Document suspicious activity and send it to the National Crime Agency to support their investigations.
We’re on a mission to make money work for everyone waving goodbye to the complicated and confusing ways of traditional banking in the UK.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
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.
Define Canonical's security risk management standards and playbooks
Analyse and improve Canonical's security risk practices
Evaluate, select and implement new security requirements, tools and practices
Canonical is a pioneering tech firm at the forefront of the global move to open source. As the company that publishes Ubuntu, one of the most important open source projects, they recruit on a global basis and set a very high standard for people joining the company.