Remote Team Lead, Wealthsimple Concierge / Gold Glove

Build something people love

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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.

We’re looking for someone   who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.

Wealthsimple is looking for a Team Lead to spearhead our Concierge team. You will lead and coach a squad of Associates dedicated to our wealth management clients. This isn’t just a management role—it’s a high-impact position where you bridge the gap between complex client needs and operational excellence. You are the driver of team performance, the anchor during organizational change, and the final word on complex escalations.

The Role: What You’ll Actually Do

• Performance Coaching: Mentor a team of Associates to deliver "white-glove" service. You are responsible for their growth, their metrics (CSAT, SLAs), and their mastery of the Wealthsimple ecosystem.
• Operational Excellence: Identify gaps in our process. You don't just report problems; you work "scrappily" to fix them across Sales, Product, and CX teams.
• High-Stakes Escalations: When things get complicated or a client is frustrated, you step in. You model how to handle difficult conversations with poise and precision.
• Strategic Execution: Lead the team through shifts in business strategy and product launches, ensuring morale stays high and service remains seamless.
• Gap Training: Spot knowledge gaps in your team and build the targeted training needed to turn Associates into experts in investing, trading, and private wealth.

The Profile: Who You Are

• A Financial Guide: You have a deep, cross-pillar understanding of our products and can explain complex financial concepts in plain English.
• A Change Agent: You don’t just "handle" change; you thrive in it. You see ambiguity as an opportunity to build better systems.
• Results-Oriented: You live in the data. You use metrics to drive team improvements while maintaining a genuine human connection with your direct reports.
• A De-escalator: You are comfortable in the "hot seat" and can navigate tense situations with clients or internal stakeholders effectively.

Requirements

• Leadership Foundation: 2+ years of direct people management experience with a proven track record of developing talent.
• Financial Background: 4+ years working in financial institution with knowledge across multiple business pillars.
• Communication: Elite ability to deliver feedback, facilitate tough discussions, and simplify technical information.

Nice to Have

• Experience leading teams through significant organizational pivots or growth phases.
• Background in Private Wealth or Fintech leadership.
• Bilingualism (English/French).

Compensation & Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range of CAD $68,000 - $85,000. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, this role includes equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Why Wealthsimple? 

Top-tier health benefits and life insurance

Long-term group savings with employer match using our Wealthsimple for Business platform

20 vacation days + 4 wellness days per year, and unlimited sick and mental health days

✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work. 

Be a part of our Canadian success story and help shape the financial future of millions.

Read our Culture Manual and learn more about how we work . 

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

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.

At Wealthsimple, we want interviews to feel like genuine conversations. To support this, we use AI transcription during recruiter interviews. This allows recruiters to be fully engaged, ask thoughtful follow-up questions, and ensure your experiences are captured accurately. You’ll always have the choice to opt in or out before we begin.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.