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.
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.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.
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.
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 team of Credentialing Specialists and Operational Analysts to ensure efficient credentialing file processing. Provide coaching and training to strengthen credentialing knowledge and regulatory understanding. Monitor contractual Service Level Agreements, turnaround times, and quality metrics; drive corrective actions to maintain compliance.
Certify is on a mission to change how the US healthcare industry deals with provider data, aiming to reduce healthcare costs by streamlining access to this data.
Oversee the processing of investments and transactions.
Onboard and verify new clients while maintaining legal compliance.
Support our Investor Relations team, along with other various teams throughout the organization.
Fundrise is a financial technology company that aims to build a better financial system for the individual. Founded in 2012, they are the largest direct-to-investor real estate investment platform in the United States.
In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
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.
Provide expert advice and guidance to Customer Care Advisors on customer inquiries across all channels.
Resolve complex customer and agent issues, including managing escalations.
Lead, mentor, and coach a team of Customer Care Advisors, fostering a positive team culture.
Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers and helps an entire industry move faster.
Leading Client Development function, driving lead qualification, pipeline conversion, and revenue growth.
Overseeing a team of business development representatives (“specialists”) responsible for qualifying leads.
Matching prospective clients with the appropriate financial professionals.
Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.
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.