Team Lead, Transfers

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 $100 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.

About the team:
The Manual Receiving Team Lead will serve as a critical liaison between the management team and the Manual Transfers team. This individual will ensure that the team is aligned with organizational goals, drive key performance metrics, and promote operational efficiency. With a solid understanding of manual/bluedot transfers, the team lead will facilitate effective communication, mentor team members, and manage data to achieve team targets. This role demands strong leadership skills, physical security considerations and a robust data analysis background to guide decision-making and improve performance.

• Please note: This role is fully in-office (Toronto, ON Office) and involves daily physical handling of client materials (cheques, forms, audit documentation).

Key Responsibilities:

• Lead the Manual Receiving Transfers team to meet performance targets and drive continuous improvement
• Act as the primary point of contact between team members and management, ensuring clear, answers-first communication and alignment with broader organizational goals
• Monitor key metrics (e.g., transfer completion rates, failure rates, and turnaround times) and provide insights to improve team performance
• Securely receive, triage and manage physical items in-office
• Collaborate with other teams, including ATON, Manual Sending, Institutional Follow-ups, Treasury, and, our Cage team, to ensure seamless transfers across various channels
• Provide coaching and development opportunities for team members, focusing on skill development and team growth
• Utilize data to identify trends, bottlenecks, and improvement opportunities within the transfer process
• Oversee the implementation of operational best practices and ensure adherence to company policies
• Handle escalations, resolve complex transfer issues, and serve as an SME for Manual/Bluedot Transfers
• Drive process optimization through automation or other efficiency-focused initiatives

Qualifications:

• 3+ years of experience in transfers, operations, or a similar financial services role
• Must be able to work on an ongoing basis in-office, in-person in downtown Toronto
• Familiarity with cheque transfers, Fundserv, A$M, Bluedot, OTC money movement a strong asset
• Proven leadership experience, with strong interpersonal and communication skills
• Ability to analyze data and drive performance improvements using metrics and insights
• Familiarity with SQL and business analytics for reporting and analysis is preferred
• Ability to handle multiple priorities in a fast-paced environment

Why Wealthsimple?
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

We're a remote-first team, with over 1,000 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.

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.

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.