Manager, Business Development Representative Team

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 $40 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.

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. Business development at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.

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 will drive $3.5B in net deposits in 2024 and plan to double to $7B in net deposit growth in 2025.

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,

In this role, you will have the opportunity to:

• Lead and grow the BDR organization focused on driving growth through outreach to new and existing clients
• Coach and develop 4 Team Leads to be effective sales leaders and foster a collaborative work environment and oversee an organization of 40 BDRs
• Own your revenue targets, metrics and performance, optimizing for sales funnel conversion, and pipeline management
• Leverage data to uncover insights that drive team optimization
• Partner closely with Growth Marketing, Revenue Operations and other sales leaders to share best practices and drive productivity, funnel conversion to scale the business

Skills and experience we’re looking for

• 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
• Bonus: Fluency with financial and investing concepts and experience in a Series A-C startup

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.