Lead a sales team focused on cross-selling existing SMB clients into Corp Invest and other Wealthsimple products, driving net deposits and asset consolidation
Transform the team's sales motion — shift from transactional, reactive selling to a strategic, consultative approach where reps proactively hunt for expansion opportunities within existing accounts
Coach reps to lead with insight — develop their ability to identify client needs, build business cases, and have strategic conversations that drive larger, stickier outcomes
Own net deposit targets, cross-sell revenue metrics, and pipeline management — optimizing for funnel conversion and average deal size
Build a seamless handoff process with the SMB New Client team — ensuring new clients are onboarded effectively and set up for cross-sell success from day one
Leverage data to uncover insights that drive team optimization and identify high-potential accounts
Partner closely with Growth Marketing, Commercial Strategy & Operations, and other sales leaders to share best practices and drive productivity and funnel conversion

Client-focused
Always put the client first
People Management
3 years+ of experience leading and growing a sales team
Strategic selling mindset — you understand the difference between transactional and consultative sales, and have built or transformed a sales motion before
Analytical
proactively uncovering insights through data to drive recommendations
Adaptability
priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
Strong communication
with the ability to build and maintain strong relationships with internal stakeholders and lead with context
Self-starter
when you see a need, you address it. This is a newer team, and being creative and having an entrepreneurial mindset is a must
Bonus: Fluency with financial and investing concepts and experience in a Series A-C startup

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)

Manager, Wealthsimple for Business – SMB

Key skills