Business Development Team Leader

4 weeks ago

Canada Wealthsimple Full time

Your career is an investment that grows over time.

Wealthsimple is dedicated to empowering individuals to attain financial independence by transforming the way money is managed. Through innovative technology, we simplify financial services that are typically complex, unclear, and costly, making them accessible and affordable for all. As the largest fintech organization in Canada, we proudly serve over 3 million users who entrust us with more than $40 billion in assets.

Our teams frequently implement impactful initiatives driven by innovative concepts. We seek talented individuals who prioritize simplicity and embrace collaboration and humility as we strive to cultivate inclusive and high-performing teams that inspire individuals to excel in their work.

We are constructing the most human-centric financial company, leveraging technology to amplify the value we deliver to our clients, while utilizing human insight where it matters most. Business development at Wealthsimple revolves around serving our clients and assisting a generation of Canadians in achieving their financial aspirations.

In a financial services landscape dominated by a few major banks, which impose high fees and provide inadequate service to clients with less than $3 million in net worth, we recognize the need for change. Furthermore, over $2 trillion in assets are held within the Wealth Management sector, with a significant portion invested at high costs and yielding poor returns. We believe it is time for a new approach for Canadians.


In this position, you will have the opportunity to:
  • Lead and inspire a team of Business Development Representatives focused on growth through outreach to both new and existing clients.
  • Take ownership of your team's quotas, metrics, and performance, optimizing for sales funnel conversion, lead response time, and pipeline management.
  • Analyze reports to identify insights that will enhance team performance.
  • Conduct call reviews and provide coaching to individual team members on their sales techniques and workflows.
  • Share best practices across the team to promote collaboration and a supportive work environment.
  • Advocate for the client and BDR experience by identifying challenges and collaborating with cross-functional stakeholders across Product, Marketing, and Sales.
  • Work closely with Product and Marketing teams on 'playtests' to discover new insights and growth channels.
Skills and experience we are seeking:
  • Client-focused - Always prioritize the client.
  • People Management - Over 2 years of experience leading and achieving results through B2B or B2C sales teams.
  • Technology - Proficient in utilizing Salesforce, Gong, and Salesloft tools.
  • Analytical - Skilled in identifying opportunities and bright spots through data analysis.
  • Resourcefulness - Proven ability to persevere in challenging situations.
  • Adaptability - Comfortable with rapidly changing priorities and directions; maintain a positive attitude and adaptability to evolving business objectives.
  • Goal-oriented - Experience and enthusiasm for working diligently towards achieving goals.
  • Strong communication - Proficient in persuasive writing and effective communication at all levels.
  • Self-starter - Proactively address needs as they arise.
  • Bonus: Experience in a fast-paced startup environment (preferably in tech or finance) and completion of IFIC or CSC.

Why Wealthsimple?

Competitive salary complemented by comprehensive health benefits and life insurance.

Retirement savings matching plan through Wealthsimple Work.

20 vacation days annually along with unlimited sick and mental health days.

Up to $1,500 per year allocated towards wellness and professional development budgets.

90 days away program: Employees can work internationally in eligible countries for up to 90 days each calendar year.

A diverse range of peer and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS).

Company-wide wellness days off scheduled throughout the year.

We operate as a remote-first team, with over 1,000 employees across North America. Contribute to our Canadian success story and help shape the financial future of millions.

Read our Culture Manual to learn more about our working environment.

DEI Statement

At Wealthsimple, we are committed to developing products for a diverse world, and we require a diverse team to achieve this successfully. We strongly encourage applications from individuals of all backgrounds, regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple is dedicated to providing an accessible candidate experience. If you require any accommodations or adjustments during the interview process or beyond, please inform us, and we will collaborate with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously striving to enhance our accessibility practices and welcome any feedback or suggestions on how we can better support candidates with accessibility needs.

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