Wealthsimple
wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor
Senior Associate - Revenue Operations
Yesterday
Wealthsimple
wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor
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.
Requirements
• Revenue or Sales Operations Experience - 2 years of operations experience supporting strategic sales projects, backend processes and driving efficiency • Technology - familiar with Salesforce and Salesloft tooling • Data and Analytics - strong SQL and analysis skills • Resourcefulness: You should have a demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. You should have 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 • Attention to Detail: You have the ability to review interactions with a fine-tooth comb. No stone will go unturned for each and every data point that you review • Passion for clients - Is incredibly passionate about our clients and our products
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
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