Team Lead, Wealthsimple Concierge / Gold Glove
About The Position
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. Weâre the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And weâre just getting started. Weâre looking for someone who thinks big, sweats the small stuff and keeps things simple. Youâll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clientsâ lives. Collaboration, humility, and an obsession over quality are how we get stuff done. Wealthsimple is looking for a Team Lead to spearhead our Concierge team. You will lead and coach a squad of Associates dedicated to our wealth management clients. This isnât just a management roleâitâs a high-impact position where you bridge the gap between complex client needs and operational excellence. You are the driver of team performance, the anchor during organizational change, and the final word on complex escalations.
Requirements
- Leadership Foundation: 2+ years of direct people management experience with a proven track record of developing talent.
- Financial Background: 4+ years working in financial institution with knowledge across multiple business pillars.
- Communication: Elite ability to deliver feedback, facilitate tough discussions, and simplify technical information.
Nice To Haves
- Experience leading teams through significant organizational pivots or growth phases.
- Background in Private Wealth or Fintech leadership.
- Bilingualism (English/French).
Responsibilities
- Performance Coaching: Mentor a team of Associates to deliver "white-glove" service. You are responsible for their growth, their metrics (CSAT, SLAs), and their mastery of the Wealthsimple ecosystem.
- Operational Excellence: Identify gaps in our process. You don't just report problems; you work "scrappily" to fix them across Sales, Product, and CX teams.
- High-Stakes Escalations: When things get complicated or a client is frustrated, you step in. You model how to handle difficult conversations with poise and precision.
- Strategic Execution: Lead the team through shifts in business strategy and product launches, ensuring morale stays high and service remains seamless.
- Gap Training: Spot knowledge gaps in your team and build the targeted training needed to turn Associates into experts in investing, trading, and private wealth.
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match using our Wealthsimple for Business platform
- 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
- 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
- A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
