Team Lead, Account Lifecycle

Wealthsimple

Team Lead managing Operations Associates to enhance client engagement at a leading financial innovator in Canada. Leading operational excellence and cross-functional strategic initiatives.

Posted 7/15/2026full-timeRemote • 🇨🇦 CanadaSenior💰 CA$68,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in managing operations teams, with a focus on performance management, employee development, and process optimization. Proficient in SQL and data visualization for informed decision-making within the banking and finance industry.

Highest-signal resume keywords

Team LeadershipSQL ProficiencyPerformance ManagementProcess OptimizationBanking and Finance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operations ManagementPerformance Metrics MonitoringRoot Cause AnalysisData-Driven Decision-MakingAutomation Development

Soft Skills

CoachingCommunicationProblem-SolvingEmpowerment

Tools & Technologies

Data Visualization ToolsDashboards

Industry Keywords

BankingFinanceRegulatory ComplianceCIROFINTRAC

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead and manage a team of Operations Associates and Senior Associates by establishing clear performance standards and expectations, while providing ongoing coaching and structured guidance to support both current role excellence and career advancement.
Empower direct reports to go beyond day-to-day ticket processing by actively engaging them in cross-functional projects and strategic initiatives that drive meaningful impact across the team and the broader organization.
Monitor team performance metrics and leading indicators to ensure adherence to internal SLAs and other key benchmarks. Conduct independent root cause analyses in response to significant performance variances and develop scalable, solutions-oriented mitigation strategies.
Deliver timely and constructive performance evaluations for Associates and Senior Associates, develop and facilitate individualized employee development plans, and execute delegated work assignments with a high degree of quality and accountability.
Maintain hands-on involvement in ticket processing to develop and sustain a deep understanding of internal workflows. Leverage this knowledge to manage client escalations effectively by engaging the appropriate stakeholders or driving independent resolution of complex issues.
Demonstrate proficiency in SQL and leverage data visualization tools to build and maintain dashboards that track project progress, surface key insights, and support data-driven decision-making.
Identify and champion opportunities for process optimization and operational improvement within your area of ownership, contributing to a culture of continuous improvement.

Requirements

What you’ll need

Minimum 2-3 years operations work experience, and at least 1 year leading a team
Have a proven track record of success (*can be backed up with measurable results*)
Have a Bachelor’s or Master's degree in Finance, Economics, Accounting or related field
Having in-depth knowledge of the banking and finance industry is **highly** desirable
Have knowledge of regulatory bodies and how other financial institutions operates to comply with the different regulations from different bodies (CIRO, FINTRAC, etc)
Have Automation experiences - ability to understand and build your own automations from scratch.

Benefits

Comp & perks

Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
Collaboration with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.