Relationship Manager

Job not on LinkedIn

19 hours ago

Apply Now

Receive Emails with Similar Jobs

Wealthsimple

WebsiteLinkedInAll Job Openings

Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• Work the entire sales cycle of the targeted segment, by making contact through calls, email, video, and text messages • Nurture and educate new leads, to uncover, qualify and convert them into new actively trading clients • Reach out to segmented sets of existing clients, to increase our share of wallet and establish Wealthsimple as their primary trading service provider • Sell through a “needs based approach” by uncovering client needs, and then positioning our products and services as the solution • Develop, nurture, and manage relationships with our active trader clients, so as to increase their engagement level, cross sell new products and services, thereby reducing downstream attrition • Identify and capture new cross sell opportunities for other areas of the business through daily client interactions • Create targeted lists of prospects and experiment with new segments • Provide feedback to Leadership, Product, and Marketing on the existing product offering, helping to prioritize future product development • Achieve monthly/quarterly quotas and daily productivity KPIs via calls, email, video, and text messages • Work in a team environment, backing up and supporting other team members as needed

🎯 Requirements

• Has a deep desire to help people, with the passion to focus on the client to improve their wellbeing • Naturally curious and is eager to understand each client's needs to uncover the root of their problem • Understand the active trader client segment, and can proficiently converse as a subject matter expert • Takes ownership to identity client trends and builds highly targeted lists of prospective clients • Is accountable and responsible, with the ability to work independently in a remote environment, while remaining motivated to work through the required daily sales activities • Is goal oriented and has experience working and delivering against hard targets • Strong communicator with the ability to conduct strong discovery calls to effectively uncover a prospective client’s pain points and goals • Is process oriented to manage a sales pipeline and book of clients diligently and proactively, to nurture and follow up with new opportunities • Can demonstrate resourcefulness to persevere in the face of adversity, and to be creative with solutioning to attain quota in an unexpected down period • 3 - 5 years experience in a similar sales or relationship management role • 1 - 3 years experience in financial services or personal investing

🏖️ Benefits

• 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) • Allocated number of Wellness Days that can be scheduled over the course of the year!