Manager - BDR Outbound

March 13

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Wealthsimple

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Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• 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. • The primary focus of the Manager Business Development is to build an industry-leading sales experience (for our clients) and team that connects and builds trust with clients so they want to invest at Wealthsimple. This leader works in tight collaboration with Growth Marketing, Sales Operations, and Sales leadership to drive us to grow faster than any other financial service company in Canada. • Although many financial services companies are focused on growth, we have seen industry leading results when the Commercial team has worked closely with Growth marketing. Specifically the Business Development team drove $5B in net deposits in 2024 and plan to double to $10B in net deposit growth in 2025.

🎯 Requirements

• Client-focused - Always put the client first • People Management - 5 years+ of experience leading and growing a sales team • Analytical - proactively uncovering insights through data to drive recommendations • Adaptability - priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals • Strong communication - with the ability to build and maintain strong relationships with internal stakeholders and lead with context • Self-starter - when you see a need, you address it. This is a brand new team, and being creative and having an entrepreneurial mindset is a must • Bonus: Fluency with financial and investing concepts and experience in a Series A-C startup

🏖️ Benefits

• 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