Wealthsimple

Team Lead, Account Lifecycle

Remote (Canada)

Sponsorship not specifiedDetected 6 days ago

SQLData VisualizationAccessibilityStakeholder ManagementAccountingProcess ImprovementCommunicationProblem SolvingMentoring

About the role

At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.
Monitor team performance metrics and leading indicators to ensure adherence to internal SLAs and other key benchmarks.
Identify and champion opportunities for process optimization and operational improvement within your area of ownership, contributing to a culture of continuous improvement.

Empower direct reports to go beyond day-to-day ticket processing by actively engaging them in cross-functional projects and strategic initiatives that drive meaningful impact across the team and the broader organization.
Conduct independent root cause analyses in response to significant performance variances and develop scalable, solutions-oriented mitigation strategies.
Maintain hands-on involvement in ticket processing to develop and sustain a deep understanding of internal workflows.
Leverage this knowledge to manage client escalations effectively by engaging the appropriate stakeholders or driving independent resolution of complex issues.

Minimum 2-3 years operations work experience, and at least 1 year leading a team
Have a proven track record of success (can be backed up with measurable results)
Have a Bachelor's or Master's degree in Finance, Economics, Accounting or related field
Having in-depth knowledge of the banking and finance industry is highly desirable
Have knowledge of regulatory bodies and how other financial institutions operates to comply with the different regulations from different bodies (CIRO, FINTRAC, etc)
Demonstrate proficiency in SQL and leverage data visualization tools to build and maintain dashboards that track project progress, surface key insights, and support data-driven decision-making.
You have great people skills and know how to give and receive feedback.
You know what top tier performance looks like because you have been a top tier performer and you know how to find the details that help your colleagues take performance to the next level.

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

Our Accounts Lifecycle team works closely with every part of Wealthsimple, learning the intricacies of how we build products, manage clients' money, and most importantly keep clients happy through direct engagement.
Lead and manage a team of Operations Associates and Senior Associates by establishing clear performance standards and expectations, while providing ongoing coaching and structured guidance to support both current role excellence and career advancement.

This listing is sourced directly from Wealthsimple's careers page and normalized into a canonical job model.