Your career is an investment that grows over time!
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, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
In this role, you will have the opportunity to:
- Improve overall utilization of sales team resources including time, tools, technology and processes to achieve higher results with a focus on our advisory business
- Think outside the box to support the development of our future financial planning and investment advice service model
- Drive sales team productivity by optimizing systems and processes to drive improvements in quota attainment, performance metrics, sales funnel conversion, speed to lead, sales cycle length and pipeline management. Increase the time spent on actual services and selling
- Utilize A/B testing and experimentation to build net new service models and channels for our advisor team
- Help sales teams focus energy in the right areas and on the right segments in their day to day to increase team output
- Partner with sales leadership stakeholders to build new tactics to drive growth and optimization
- Partner with the sales enablement team to develop sales training plans to improve the team’s overall productivity and address potential training gaps.
- Leverage Generative AI to increase productivity and efficiency
Skills and experience we’re looking for:
- Revenue or Sales Operations Experience - 5+ years working directly with 200+ sales teams and leadership to drive productivity and growth. Bonus if you have familiarity working with financial planning or investment advisory teams
- Technology - Salesforce, Salesloft, Gong & ChiliPiper tooling familiarity
- Data and Analytics - strong SQL and analysis skills
- Resourcefulness: Demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. A positive can-do attitude and be adaptable to evolving business goals
- Collaboration - Excellent interpersonal and communication skills and an ability to work cross-functionally with a wide range of stakeholders
- Prioritization & problem-solving - Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
- Bias for action and experimentation - Experience moving quickly, failing fast and learning through experimentation and testing
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
