Lead, People Operations – Process Design

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Map & optimize end-to-end workflows: Lead current- and future-state process mapping across People initiatives to eliminate friction, reduce manual lift, and accelerate execution. • Diagnose root causes: Challenge assumptions and help leaders distinguish whether a bottleneck stems from a process flaw, a systems limitation, or a change management gap. • Establish scalable standards: Define documentation, handoffs, and governance frameworks so teams operate with consistency and low variability as Wealthsimple scales. • Translate needs into technical requirements: Partner with our People Systems team to convert business challenges into actionable specs, identifying where AI agents, LLM tools, or native Workday workflows deliver the highest ROI. • Apply practical AI judgment: Know the right tool for the job—distinguishing when a problem calls for AI leverage, standard automation, or simply process simplification. • Define & track metrics: Establish baseline and target metrics (cycle time, throughput, error rates, cost savings) and build post-launch dashboards to ensure sustained adoption and measurable impact. • Connect systems & data: Collaborate closely with IT, People Systems, and People Analytics to ensure all automations are built on solid data architecture and supported by tight feedback loops. • Facilitate high-stakes alignment: Lead future-state mapping and design workshops across cross-functional groups—keeping discussions focused, driving key decisions, and securing clear ownership. • Lead change management: Drive adoption through clear communication, helping teams clarify roles, build scalable habits, and navigate ambiguity during periods of change. • Elevate AI capabilities: Raise the broader People team’s tech fluency through practical experiments, hands-on learning, and shared tools.

🎯 Requirements

• 5+ years of experience in People Operations, HR transformation, process excellence, management consulting, or related fields within complex, scaling organizations, with a track record of redesigning cross-functional processes. • Strong working knowledge of Workday — not configuration ownership, but deep enough fluency in its data model, workflows, and capabilities that you can translate a process problem into a real Workday-based solution and write requirements the Workday team can build from. • Practical fluency with AI tools and agentic workflows. • Strong systems-thinking capability, with the ability to connect strategy, operations, employee experience, data, and technology into clear and actionable recommendations. • Strong facilitation skills: capable of running a workshop with skeptical stakeholders and arriving at a clear process map, agreed-on requirements, and concrete next steps. • Ability to move fluidly between strategic framing and hands-on execution — you write the brief and do the work. • Clear, concise written communication: you'll regularly translate operational complexity into technical requirements and stakeholder-ready narratives.

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year • 90 days away: work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS