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Wealthsimple · 4 months ago

Lead Advisor, Wealth Management

United States

Full-time

Remote

Senior Level

2+ years exp

Wealthsimple is a leading fintech company in Canada on a mission to help everyone achieve financial freedom through innovative financial services. The Lead Advisor for the Client Acquisition Wealth Management team will focus on acquiring high-net-worth clients and building long-term relationships while modernizing traditional processes to enhance client experiences.

FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management

Responsibilities

Expand and run your pre-existing pipeline of external prospects and COIs, generating significant upside for you and Wealthsimple

Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually

Partner closely with our Wealth Management service advisors to transition new clients into long-term relationships, spotting opportunities to connect clients to the broader WS ecosystem (Active Trading, Margin, SDI)

Evolve our systems, processes and culture in Wealth Management, creating an innovative, world-class client experience

Be the face of Wealthsimple at events, in your network, and in-market

Qualification

CFACIM designationInvestment expertiseHigh Net Worth marketRegulatory experienceNetworking skillsResilienceCommunication skillsCollaboration skills

Required

You've been a top performer in a similar role, consistently beating your targets

Investment expertise with regulatory experience: You hold a CFA (preferred) or CIM designation and have at least 2 years of experience in a CIRO or OSC regulated role, with deep knowledge of markets and investment solutions

A deep, diverse client book with existing COI relationships and networks that generate real opportunities

You're resilient — the ups and downs of prospecting energize you, and you thrive in a variable-comp environment with uncapped upside

You're a natural connector who loves meeting people, hosting and attending events, and turning conversations into clients

You excel at communication and collaboration, working effectively with cross-functional teams and external partners

A strong understanding of the High Net Worth market and the ability to articulate our unique selling points