Team Lead - 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.

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 motivate a team of Business Development Representatives driving growth through outreach to new and existing clients

• Own your team quota metrics and performance optimizing for sales funnel conversion speed to lead and pipeline management

• Analyze reporting to uncover insights that will drive team performance optimization

• Review calls and coach individual team members on their sales skills and workflows.

• Share best practices across the team to foster collaboration and a supportive work environment

• Advocate for the client and BDR experience by uncovering challenges and solutioning in partnership with cross-functional stakeholders across Product Marketing and Sales

• Work closely with Product and Marketing teams on “playtests” to uncover new learnings and channels for growth

Skills and experience we’re looking for:

• Client-focused - Always put the client first

• People Management - 2 years+ experience leading and driving results through B2B or B2C sales teams

• Technology - comfortable leveraging Salesforce Gong and Salesloft tooling

• Analytical - comfortable uncovering bright spots and opportunities through data

• Resourcefulness - demonstrated track record of persevering in the face of adversity

• Adaptability - priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals

• Goal-oriented - you should have experience (and be excited about!) working hard towards a goal

• Strong communication - you should be comfortable writing persuasively and communicating at all levels with context

• Self-starter - when you see a need you address it

• Bonus: Experience in a fast-paced start-up (ideally tech or finance) and completed IFIC or CSC

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 $1500 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 1000 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.