Seasonal Sales Associate responsible for delivering exceptional customer experiences and promoting UO brand values. Engaging customers through personalized interactions and supporting store operations.
About the role
- Manager of Client Relationship Sales at Wealthsimple building relationships with Active Trader clients. Leading a sales team to achieve financial freedom through technology-driven advice.
Responsibilities
- Lead and scale a newly established Relationship Management team focused on driving growth within our Active Trader segment.
- Manage the daily activities and KPIs of the relationship management team, ensuring they meet and exceed sales and relationship quality targets.
- Conduct regular one-on-one sales coaching sessions, pipeline reviews, and joint client calls to train the team in advanced relationship-based sales techniques, product knowledge, and compliance.
- Participate in hiring, onboarding, and continuous professional development for all team members.
- Develop and implement sales strategies specifically tailored to the Active Trader and HNW segments, focusing on long-term client longevity and increasing share of wallet.
- Own your team revenue targets, metrics and performance, optimizing for sales funnel conversion, and pipeline management.
- Work closely with Sales Operations, Growth Marketing, Product Development, and Trading teams to ensure the sales team has the most relevant tools and competitive offerings.
- Ensure all team activities, client onboarding, and sales practices strictly adhere to industry regulatory requirements and internal compliance standards.
- Track and analyze team sales data, client churn rates, and relationship health metrics to provide accurate forecasting and reporting to senior management.
- Oversee and review client interactions to ensure guardrails around registrable activities are maintained.
Requirements
- People Management: 5+ years of experience leading and growing a sales team
- Industry Experience: understands the active trader client segment, and can proficiently converse as a subject matter expert
- Client Centric: Always put the client first, with a deep desire to help people
- Goal Oriented: is very driven and has experience working and delivering against hard targets
- Analytical: proactively uncovering insights through data to drive recommendations
- Attitude: has a positive can-do attitude and be adaptable to evolving business goals
- Strong communication: to clearly articulate the the strategy and proper sales approach
- Team Collaboration: ability to build and maintain strong relationships with internal stakeholders
- Self Starter: as a newly established team, being creative with an entrepreneurial mindset is key
- Resilient: can demonstrate resourcefulness to persevere in the face of adversity
- Nice to haves: Experience using Salesforce
- Undergraduate or Post-Secondary degree in related field
- Canadian Securities Course (CSC)
Benefits
- 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
Job title
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