Manager, Wealth Management (Sales)

Wealthsimple Technologies

16d • Hybrid

About The Position

As a Manager, Wealth Management (Sales), you will lead and develop a team of Advisors and Financial Planners focused on helping high-value ($1M+) clients achieve meaningful financial outcomes. This role sits at the center of one of Wealthsimple’s key areas of future growth — turning strong demand into deep, long-term client relationships built on trust, value, and exceptional advice.
You’ll operate close to the work — coaching in the details, shaping high-impact deals, and reinforcing a value-driven sales approach where success comes from improving clients’ financial lives, not just closing quickly. Success in this role looks like a highly engaged, high-performing team consistently delivering strong conversion, exceptional client experiences, and sustained AUM growth.
The Wealth Management Sales team is responsible for engaging and converting high-net-worth clients and prospective clients into full-service Wealth Management relationships. We’re building a modern, high-performance sales organization — one that combines thoughtful, personalized advice with the speed and leverage of technology.
We partner closely with Wealth Management Service, Product, and Marketing to deliver a seamless client experience, and we’re constantly evolving how we work to better serve clients. This team sits at the center of some of Wealthsimple’s most important growth priorities, with the opportunity to shape what great wealth management looks like at scale.

Requirements

• Proven experience leading high-performing sales or advice teams with clear revenue or AUM targets
• Strong track record of coaching complex, value-based sales processes and developing top talent
• Experience working with high-net-worth ($1M+) clients and understanding their expectations
• Ability to operate in the details while driving big-picture outcomes
• Highly data-driven, using insights to improve performance, processes, and results

Responsibilities

• Lead and inspire a high-performing team of Advisors focused on $1M+ clients, driving meaningful net deposits and long-term client value
• Coach deeply in the details of the sales process, helping Advisors master discovery, value articulation, and thoughtful, high-quality closing
• Champion a value-driven sales approach, where Advisors connect client needs to real financial outcomes — building trust and long-term relationships
• Set and uphold a high performance bar, creating a culture of accountability, ownership, and continuous improvement
• Stay close to the work, actively engaging in deals, joining key client conversations, and helping move opportunities forward
• Use data to elevate performance, identifying trends, unlocking opportunities, and continuously improving conversion and productivity
• Motivate and engage the team through change, bringing clarity, energy, and focus in a fast-moving, evolving environment
• Partner cross-functionally to shape the future of Wealthsimple’s wealth offering and client experience

Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees