Manager, Client Relationship Sales

Wealthsimple • Toronto • 2d ago

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 3+ million users who trust us with more than $100 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.

About the team

We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Relationship Management at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.

The primary focus of the Manager, Client Relationship Sales is to build an industry-leading client experience and sales team, that develops and builds relationships with our most valued clients so that they want to invest and grow their financial future with Wealthsimple. This leader works in tight collaboration with Sales leadership, Sales Operations, and Growth Marketing to drive us to grow faster than any other financial services company in Canada.

Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.

Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often, and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!

Read our Culture Manual [https://www.wealthsimple.com/en-ca/culture/] to learn more about us and how we work.

About the role

One of Wealthsimple's valued client segments is its Active Trader group. Often the approach to win these clients is different, and requires relationship building to establish trust with the need for more negotiation than our core clients, as their revenue potential usually allows them to demand preferred pricing with premier service.

We are looking for an experienced sales leader with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible to lead and mentor a team of Relationship Managers (RMs) who focus on acquiring, retaining, and growing high-value client segments, specifically Active Trading clients and High Net Worth (HNW) individuals.

In this role, you will have the opportunity to:

Leadership Responsibilities: Lead and scale a newly established Relationship Management team focused on driving growth within our Active Trader segment.
Performance Oversight: Manage the daily activities and KPIs of the relationship management team, ensuring they meet and exceed sales and relationship quality targets.
Coaching & Development: Conduct regular one-on-one sales coaching sessions, pipeline reviews, and joint client calls to train the team in advanced relationship-based sales techniques, product knowledge, and compliance.
Recruitment & Retention: Participate in hiring, onboarding, and continuous professional development for all team members.
Strategy Execution: Develop and implement sales strategies specifically tailored to the Active Trader and HNW segments, focusing on long-term client longevity and increasing share of wallet.
Quota Attainment: Own your team revenue targets, metrics and performance, optimizing for sales funnel conversion, and pipeline management.
Cross-Functional Collaboration: Work closely with Sales Operations, Growth Marketing, Product Development, and Trading teams to ensure the sales team has the most relevant tools and competitive offerings.
Compliance: Ensure all team activities, client onboarding, and sales practices strictly adhere to industry regulatory requirements and internal compliance standards.
Reporting: Track and analyze team sales data, client churn rates, and relationship health metrics to provide accurate forecasting and reporting to senior management.
Risk Mitigation: Oversee and review client interactions to ensure guardrails around registrable activities are maintained.

What you'll bring:

People Management: 5+ years of experience leading and growing a sales team
Industry Experience: understands the active trader client segment, and can proficiently converse as a subject matter expert
Client Centric: Always put the client first, with a deep desire to help people
Goal Oriented: is very driven and has experience working and delivering against hard targets
Analytical: proactively uncovering insights through data to drive recommendations
Attitude: has a positive can-do attitude and be adaptable to evolving business goals
Strong communication: to clearly articulate the the strategy and proper sales approach
Team Collaboration: ability to build and maintain strong relationships with internal stakeholders
Self Starter: as a newly established team, being creative with an entrepreneurial mindset is key
Resilient: can demonstrate resourcefulness to persevere in the face of adversity

Nice to haves:

Experience using Salesforce [http://salesforce.com/]
Undergraduate or Post-Secondary degree in related field
Canadian Securities Course (CSC)

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple for Business

🌴 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 [https://www.wealthsimple.com/en-ca/culture/] and learn more about how we work. [https://www.wealthsimple.com/en-ca/about/work-with-us]

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

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.