Full-Time

Partnership Manager

Wealthsimple For Work, B2B

Updated on 5/10/2024

Wealthsimple

Wealthsimple

1,001-5,000 employees

Financial advisory and investment platform

Financial Services

Senior

Remote in Canada

Required Skills
Sales
Communications
Marketing
Requirements
  • 5+ Years of experience in employer benefits, consultant/broker industry, or HR tech industry
  • Previous working relationships with stakeholders at Canadian benefit brokerages or consulting firms
  • Previous experience working in or with sales teams in a pipeline building capacity
  • Experience developing and delivering training and partner collateral to scale third party distribution successfully
  • Track record of establishing and growing strategic relationships
  • Strong communication, analytical, and interpersonal skills including having a high EQ
  • Demonstrates a bias towards action
  • Eager to build programs from the ground up and understands how to level up functions over time
Responsibilities
  • Drive growth of Wealthsimple Work by producing qualified sales opportunities from referral partners into our Sales team
  • Develop and implement a strategic plan to grow the volume of referrals from existing partners while also growing the referral network, optimizing for pipeline impact
  • Build strong relationships with our partners across all functional levels - Executives, Brokers, and Administrators
  • Develop a seamless workflow and onboarding experience for partners and their clients, diving deep into tech and data flows, considering deal and implementation velocity, and communication
  • Collaborate with Marketing and Wealthsimple Work leadership to develop campaigns and communication programs for partners
  • Play an active role in product development cycles advocating for partner needs and being accountable for delivering committed upgrades

Wealthsimple provides smart investing tools and personalized advice for long-term wealth building, offering managed investing portfolios, low-fee stock and ETF options, and on-demand advice from fiduciary financial advisors. The platform also enables users to buy, sell, and stake crypto, and offers an everyday interest rate on cash balances for those who invest and save a certain amount across their Wealthsimple accounts.

Company Stage

N/A

Total Funding

$915.9M

Headquarters

Toronto, Canada

Founded

2014

Growth & Insights
Headcount

6 month growth

8%

1 year growth

12%

2 year growth

-8%