Manager of Business Operations, Wealthsimple
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 5+ years experience in banking, consulting, startups, or strategic operations roles
- Strong data & analytics skills - comfortable analyzing large datasets with a keen eye for detail
- Problem-solving expertise - Proven expertise breaking down complex problems into pragmatic solutions
- Collaboration - excellent interpersonal skills and willingness to work in collaboration with various team members
- Efficient and action-oriented - producing significant output with minimum wasted effort
- Proactive and assertive - takes full ownership over work without being told what to do
- A strong bias for action - ability to work independently or in teams, take initiative, and deliver results
- Communication - Communicates complex ideas simply, plainly, and truthfully to any audience
- People leadership - Experienced at leading and driving change, both with and without authority
- Organization - Plans and organizes productively, maintaining focus on key priorities
What the job involves
- The Business Operations (BizOps) plays a critical role in supporting and accelerating Wealthsimple’s strategic priorities. The team tackles Wealthsimple’s most important and ambiguous challenges through rigorous problem solving and execution
- We partner deeply with stakeholders across the company in order to: accelerate the delivery of priority projects, incubate and enhance products and business functions, facilitate collaboration, and lead the strategic planning process
- Our job is to simplify complexity, define structure, and help implement the most efficient use of scarce company resources (people, capital and time). As a Business Operations Manager, you will be responsible for leading 3 - 9 month projects to deliver meaningful and measurable value
- Take ownership of discrete BizOps projects and engage with leadership to solve complex business problems
- Define and break down complex problems in a structured way
- Partner cross-functionally (Product, Marketing, Engineering, Operations, Finance) to solve problems that deliver meaningful value
- Leverage data to generate insights and drive meaningful business decisions (SQL a plus).Conduct primary and secondary research to develop informed perspectives and recommendations
- Lead teams through problem-definition and insight generation processes
- Provide clear, well-supported recommendations based on rigorous analysis
- Proactively identify and address roadblocks, driving yourself and teams to action
- Act as a catalyst, bringing the right people together on cross-functional projects, and leaving teams stronger after working together
- Manage, support, and coach junior resources on the BizOps team
- Contribute directly to building and shaping the BizOps function at Wealthsimple
- Lead by example with a no-ego attitude, ready to roll up your sleeves
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$542.7m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $842.9m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
Share this job
View 5 more jobs at Wealthsimple