About the role
Build something people love
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 someone who 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 Wealthsimple for Business
Wealthsimple for Business (W4B) is a modern group savings and retirement offering for employers and their employees. With W4B, employers can offer engaging competitive workplace savings plans to attract and retain top talent. Wealthsimple for Business provides a best-in-class experience for employees, including a suite of group capital accumulation plans alongside their other Wealthsimple accounts, while also providing integrations and other time-saving tools to employers for simple administration.
With approximately one thousand plan sponsors on W4B, we are still considered a new player in this long-standing industry. You should be comfortable with ambiguity, a fast-paced environment, and exploring new segments and product offerings.
About the Role
Wealthsimple is looking for an experienced Mid Market Account Executive to help grow our Wealthsimple for Business product line (workplace group savings plans). Reporting to the Head of Sales, you will be responsible for developing the Mid Market sales segment in your territory by building strong relationships with distribution partners and advisors to attract new business and manage a book of existing relationships. This role requires a balance of hunting for new, cold prospects and nurturing a base of existing advisors and consultants.
Applicants should be self-starters, relationship-oriented, and ready to be hands-on in delivering results.
Aplyr's read
Wealthsimple is a fintech innovator making investing accessible, with a focus on financial literacy and inclusivity. Ideal for tech-savvy individuals passionate about democratizing finance.
What's promising
- •Wealthsimple's mission emphasizes financial literacy and inclusivity, appealing to socially conscious job seekers.
- •The company offers diverse roles, from software development to financial reporting, indicating growth and varied career paths.
- •Wealthsimple's focus on AI and data science suggests a forward-thinking approach to financial technology.
What to watch
- •The competitive fintech space may challenge Wealthsimple's market share and growth.
- •Rapid expansion could strain resources and affect company culture.
- •Limited public information about employee satisfaction and work-life balance.
Why Wealthsimple
- •Wealthsimple's commitment to making investing accessible sets it apart in the fintech industry.
- •Their emphasis on financial literacy aligns with a broader social mission.
- •A diverse range of recent hires indicates a dynamic and evolving workplace.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Wealthsimple
Wealthsimple is a financial technology company that offers investment management, savings, and financial planning services. They aim to make investing accessible and straightforward for everyone, promoting financial literacy and inclusivity.
