Director, CXO

Director, CXO 🌟

Join Wealthsimple as our next dynamic and strategic Director, CXO, leading our elevated client experiences teams in Toronto, Ontario! This permanent, full-time remote role is your opportunity to shape the future of financial services for over 4 million users and help craft exceptional experiences for our high net worth (HNW) clients.

Key Responsibilities:

• Leadership & Team Management: Inspire teams to collaborate and improve continuously, ensuring alignment towards delivering outstanding client experiences.
• Client Excellence: Oversee the development of seamless processes that resonate with Wealthsimple’s values, enhancing the end-to-end client journey.
• Experimentation & Innovation: Spearhead the execution of new client experience experiments, utilizing cutting-edge technologies, including AI, to ensure impactful solutions.
• Onboarding Team Leadership: Manage the Gold Glove Team and develop additional teams to deliver outstanding support to high-value clients.
• High Net Worth (HNW) Team Leadership: Design efficient processes for the Private Wealth Specialist team, collaborating closely with the commercial team for exceptional service.
• Cross-functional Collaboration: Partner with marketing, sales, product, analytics, and CX teams to drive solutions that meet client needs and business objectives.
• Process Design & Scalability: Develop elevated client processes that adapt to future needs, creating a “private banking at scale” model for HNW clients.
• Client-Centric Mindset: Maintain a focus on client satisfaction, eliminating pain points and ensuring value in every onboarding step.
• Analytics & Reporting: Use data insights to assess the performance of client programs, optimize engagement, and align onboarding initiatives with KPIs.
• Strategic Thinking & Growth: Identify opportunities to enhance client experiences while keeping education on industry trends pertinent.

What We Are Looking For:

• 10+ Years of Domain Experience: Proven track record in leadership within client experience, sales, or onboarding, preferably in a tech/fintech setting.
• People Leadership: 7+ years in a leadership role, with a strong vision for team development and strategy.
• Client Passion: Deep enthusiasm for understanding and delighting clients.
• Communication: Excellent communicator skilled at breaking down complex concepts clearly.
• Prioritization & Problem-solving: Strong analytical skills with a first-principles approach to problem-solving.
• Process Improvement: Ability to identify and implement operational improvements.
• Proactive & Assertive: Initiative in bringing innovative ideas and tech solutions to enhance client engagement.

Why Wealthsimple?
🤑 Competitive salary & health benefits
📈 Retirement savings matching plan
🌴 20 vacation days + unlimited sick/mental health days
📚 Professional development budget
🛫 90 days working remotely in eligible countries
🌎 Vibrant employee-led resource groups
💖 Wellness days off throughout the year

Join our remote-first team of over 1,000 professionals across North America and be a part of a company that is dedicated to reimagining finance—apply today! ✨

DEI & Accessibility Commitment:
Welcoming applications from diverse backgrounds, Wealthsimple is committed to providing an inclusive candidate experience and continuous improvement in accessibility practices.

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