Senior Specialist, W4B Group Savings and Retirement Program Coordinator

Join as the first hire on a growing Group Registered Plans & Complex Accounts function within Brokerage Operations at Wealthsimple. Deliver operational excellence in the administration and management of group registered plans and accounts. Be a thought leader in building the vision of the function; shape and execute on the vision. Be a key partner as a subject matter expert, to inform and support our ambitious product roadmap. Resolve complex issues by working with multiple stakeholders, evolving practices to address the root causes of issues as they arise. Work cross-functionally with Compliance, Trading, Operations, Finance and Securities Management to ensure strong feedback loops and communication channels to continuously improve operations processes and systems. Design and build metrics & risk controls to monitor the health of our operations. Ensure proper registration of Group plans including all necessary documentation and coordination with the CRA for Group savings and retirement, DPSP, and other group accounts. Build and manage the Group or Bulk transfer process as part of the Group Implementation and termination process, ensuring coordination and adherence to SLAs and Processes with other OFIs and Carriers. Manage the “money movement” process, working collaboratively with Engineering, Treasury, and Client experience to ensure regular contributions, transfers, withdrawals, and client money interactions operate flawlessly. Report on and optimize key processes, removing friction and wait times for Group and Individual clients alike. Develop, update, and maintain detailed documentation of processes, workflows, and best practices to ensure consistency and knowledge sharing across the team. Member account reconciliation process as part of bulk transfers. Manage multiple transactions/projects simultaneously.