Senior Specialist, Transfers

Wealthsimple Technologies

21h • Hybrid

About The Position

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Brokerage Operations team is the backbone of our investment products, responsible for ensuring the accuracy, compliance, and efficiency of our trading and account services. As a team of maker-owners, we manage the critical processes that handle billions of dollars, from trade settlement and corporate actions to client reporting and maintaining the official book of record.
We’re looking for a Senior Specialist, Transfers to help us transform our transfer processes. In this role, you will turn complex, manual workflows into simple, reliable, and automated systems. You will work closely with data teams, engineers, and other operational partners to help our clients' transfers complete faster, more reliably, and with fewer errors. Your work will be critical in ensuring our processes are efficient and audit-ready.
In this role, you'll have the opportunity to:
Analyze our current transfer workflows to identify pain points and define clear requirements for process improvements.
Partner with Engineering and Data Science teams to build and implement automated solutions.
Replace manual, spreadsheet-based tasks with automated rules, alerts, and workflow steps.
Develop and manage a standardized process for investigating and resolving complex transfer escalations.
Take ownership of key performance indicators (KPIs) for transfers—like completion times and failure rates—to ensure the data is accurate and trustworthy.
Create automated alerts to proactively identify and address stuck or at-risk transfers.
Write and maintain clear documentation for new processes, and mentor team members to foster a culture of ownership and accountability.

Requirements

• Have 5+ years direct experience in a transfers operations role, preferably within a large financial institution
• Possess strong SQL skills and are comfortable working with complex datasets to create clean, actionable insights and alerts.
• Can effectively map out operational challenges and determine whether a solution requires a new process, a script, or a product change.
• Are highly proficient with Google Sheets and Apps Script; experience with Python is a strong asset.
• Communicate clearly and concisely, escalate issues proactively, and are biased toward action and shipping solutions.

Nice To Haves

• Familiarity with dbt, Preset/Superset, Jira, or workflow automation tools like Workato.

Responsibilities

• Analyze our current transfer workflows to identify pain points and define clear requirements for process improvements.
• Partner with Engineering and Data Science teams to build and implement automated solutions.
• Replace manual, spreadsheet-based tasks with automated rules, alerts, and workflow steps.
• Develop and manage a standardized process for investigating and resolving complex transfer escalations.
• Take ownership of key performance indicators (KPIs) for transfers—like completion times and failure rates—to ensure the data is accurate and trustworthy.
• Create automated alerts to proactively identify and address stuck or at-risk transfers.
• Write and maintain clear documentation for new processes, and mentor team members to foster a culture of ownership and accountability.

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: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees