Partnership Manager, Wealthsimple
Wealthsimple For Business (Business to Business)
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Applicants should be self-starters, relationship oriented, analytical, and passionate
- 5+ Years of experience in employer benefits, consultant/broker, or HR tech industry
- Previous working relationships with stakeholders at Canadian benefit brokerages or consulting firms
- Previous experience working in or with sales teams in a pipeline building capacity
- Experience developing and delivering presentation materials as well as training and partner collateral to scale third party distribution successfully
- Track record of establishing and growing strategic relationships
- Strong communication, analytical, and interpersonal skills including having a high EQ
- Demonstrates a bias towards action
- Eager to build programs from the ground up and understands how to level up functions over time
What the job involves
- Wealthsimple is looking for an experienced Partnership/Channel Manager to help grow our Wealthsimple for Business (W4B) product line (group savings plans)
- In this role you will be responsible for driving qualified sales opportunities from existing and emerging partnerships including Benefit Brokers, Technology partners, Consultants, and other 3rd party channel players
- Reporting to the Go-To-Market Lead for Wealthsimple for Business, you will work alongside a team of Account Executives, Customer Success Managers, and the Chief Commercial Officerto own both the long term strategy and day to day operations
- Own the holistic partnership strategy defining W4B's path to succeeding with our channel partners
- Drive growth of W4B by producing qualified sales opportunities from referral partners into our Sales team
- Develop and implement a strategic plan to grow the volume of referrals from existing partners while also growing the referral network, optimizing for pipeline impact
- Build strong relationships with our partners across all functional levels - Executives, Brokers, and Administrators
- Develop a seamless workflow and onboarding experience for partners and their clients, diving deep into tech and data flows, considering deal and implementation velocity, and communication
- Collaborate with Marketing and W4B leadership to develop campaigns and communication programs for partners
- Play an active role in product development cycles advocating for partner needs and being accountable for delivering committed upgrades
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
Few candidates hear
back within 2 weeks
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$521m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $818.3m
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
Articles
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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