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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 someonewho 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.
About the Workflow Optimization Team
We are seeking a Manager of Workflow Optimization to optimize end-to-end workflows across our CXO (Customer Experience and Operations) function. This pivotal role is instrumental in driving transformative change, enhancing operational efficiency, elevating customer satisfaction, and delivering measurable business outcomes in one or more key business areas.
About the Manager, Workflow Optimization Role
As a Manager of Workflow Optimization, you will be a strategic architect and influencer, identifying, prioritizing, and implementing business transformation initiatives within your domain (i.e. area of focus).
Your primary goal will be on driving holistic improvements that span upstream and downstream processes, creating a seamless and efficient workflow ecosystem.
In this role you'll have the opportunity to:
- Drive operations transformation: Reimagining workflows across client-facing and back-office teams. Develop a clear roadmap for optimizing your domain, ensuring alignment with CXO and organizational priorities.
- Lead data-driven decision making: Design and oversee robust rituals and reporting mechanisms to monitor progress, evaluate impact, and hold stakeholders accountable. Leverage data insights derived from SQL queries and other data analysis techniques to make informed decisions and continuously refine strategies.
- Architect and orchestrate end-to-end solutions: Lead efforts to re-engineer processes, eliminate inefficiencies, and reduce internal handoffs. Focus on optimizing workflows to enhance both employee and customer experiences, while considering technical feasibility and scalability.
- Be a true maker-owner: Participate in the execution to bring your strategies to life by building automations, writing queries, and designing dashboards. This is a hands-on role where you’ll truly own solutions end-to-end, including implementing changes in JIRA, Zendesk, and enterprise automation platforms.
- Champion innovation: Apply a forward-thinking mindset to identify and leverage emerging technologies, such as AI and automation, to streamline operations and deliver cutting-edge solutions.
- Influence and align stakeholders: Partner with leaders across CXO R&D, and other cross-functional teams to advocate for and drive workflow optimization initiatives. Build consensus on priorities, secure resources, and align diverse teams toward common goals.
What you'll bring:
- Technical Acumen: Strong proficiency in SQL for data analysis, reporting, and extracting insights from large datasets. A strong understanding of systems configuration, technical possibilities, and emerging technologies, enabling the development of innovative, scalable solutions. A strong interest in exploring and implementing AI-driven solutions (e.g., process automation, predictive analytics) to improve workflows. Familiarity or willingness to learn tools like Cursor, Claude Projects, Gemini Gems is a plus.
- Exceptional Communication Skills: Proven ability to convey complex ideas and strategies clearly and persuasively to senior leaders and diverse audiences. Ability to collaborate effectively with engineering teams, understand technical constraints and trade-offs, and contribute to technical discussions.
- Operational and Process Excellence: 5+ years of experience in process re-design, business transformation, or workflow optimization, with a proven track record of influencing senior stakeholders and navigating ambiguity.
- Executional Excellence: Exceptional organizational and project management skills, with a track record of successfully leading large-scale initiatives from inception to implementation.
- Visionary Thinking: A strong ability to think strategically and holistically about complex processes, recognizing upstream and downstream impacts and balancing multiple inputs and factors. You are excited by the opportunity to experiment with cutting-edge technologies.
- Innovative Problem-Solving: A creative approach to challenges, leveraging both technical expertise and a willingness to experiment with new tools and methodologies.
- Impact-Driven Mindset: A relentless focus on delivering measurable results that improve both the employee and customer experience.
- Strategic Influence and Collaboration: Demonstrated ability to influence and partner with senior leaders across functions, driving alignment and securing commitment to initiatives that span multiple pillars.
Compensation & Equity
🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range of CAD $116,000 - $145,000. 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.
