Client Success Manager, Wealthsimple for Business

Client Success Manager, Wealthsimple for Business

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.

Wealthsimple for Business (W4B) is a modern group savings solution that makes it easy for companies to offer financial wellness benefits that employees will actually use. W4B uses our award-winning Invest platform to deliver a fully digital experience, with low fees and more inclusive options for employees, and dedicated support for employers. Plus, our simple admin portal lets employers manage employees and plans with just a few clicks.

We have built a foundation in core areas of our business and are looking for a Client Success Manager to join our team to help us scale and grow.

In This Role You Will Have An Opportunity To :

• Orchestrate seamless onboarding experiences for new plan sponsors, establishing strong foundations for long-term partnerships.
• Expertly manage HRIS / payroll integration processes, ensuring accurate data flow and system compatibility.
• Drive industry-leading employee plan adoption rates through strategic communication campaigns and engaging educational initiatives.
• Lead complex plan transfers from legacy providers with precision and care, coordinating cross-functional teams while providing clients with transparent milestone updates.
• Empower plan administrators through comprehensive platform training, equipping them with the knowledge to maximize their Wealthsimple tools.
• Support clients with plan governance ensuring that plan documentation, processes, and communications align with legislative requirements and best practices.
• Provide insights and reporting on plan health, participation, and key success metrics.
• Cultivate strong client relationships through proactive service, anticipating needs and delivering personalized support.
• Resolve technical issues with urgency and ownership, transforming challenges into opportunities to demonstrate our commitment to excellence.
• Think strategically and put our Clients at the center of your work, making sure they are well taken care of, informed, and satisfied with the platform and related services.
• Contribute to process improvements and internal initiatives that enhance client experience and operational efficiency.

What You'll Bring :

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)

Company-wide wellness days off scheduled throughout 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!

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.

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.

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.