Partnership Manager, Wealthsimple For Business (B2B)

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18 days old

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Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

The Role

Wealthsimple is looking for an experienced Partnership/Channel Manager to help grow our Wealthsimple for Business (W4B) product line (group savings plans). In this role you will be responsible for driving qualified sales opportunities from existing and emerging partnerships including Benefit Brokers, Technology partners, Consultants, and other 3rd party channel players. Reporting to the Go-To-Market Lead for Wealthsimple for Business, you will work alongside a team of Account Executives, Customer Success Managers, and the Chief Commercial Officerto own both the long term strategy and day to day operations. Applicants should be self-starters, relationship oriented, analytical, and passionate. 

Responsibilities:

  • Own the holistic partnership strategy defining W4B's path to succeeding with our channel partners
  • Drive growth of W4B by producing qualified sales opportunities from referral partners into our Sales team.
  • Develop and implement a strategic plan to grow the volume of referrals from existing partners while also growing the referral network, optimizing for pipeline impact. 
  • Build strong relationships with our partners across all functional levels - Executives, Brokers, and Administrators. 
  • Develop a seamless workflow and onboarding experience for partners and their clients, diving deep into tech and data flows, considering deal and implementation velocity, and communication.
  • Collaborate with Marketing and W4B leadership to develop campaigns and communication programs for partners
  • Play an active role in product development cycles advocating for partner needs and being accountable for delivering committed upgrades

    • Skills and Experience:

  • 5+ Years of experience in employer benefits, consultant/broker, or HR tech industry
  • Previous working relationships with stakeholders at Canadian benefit brokerages or consulting firms
  • Previous experience working in or with sales teams in a pipeline building capacity
  • Experience developing and delivering presentation materials as well as training and partner collateral to scale third party distribution successfully
  • Track record of establishing and growing strategic relationships
  • Strong communication, analytical, and interpersonal skills including having a high EQ
  • Demonstrates a bias towards action
  • Eager to build programs from the ground up and understands how to level up functions over time
    • Why Wealthsimple?
    πŸ€‘ Competitive salary with top-tier health benefits and life insurance
    πŸ“ˆ Retirement savings matching plan using Wealthsimple Work
    🌴 20 vacation days per year and unlimited sick and mental health days
    πŸ“š Up to $1,500 per year towards wellness and professional development budgets respectively 
    πŸ›« 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)
    πŸ’– Company-wide wellness days off scheduled throughout the year

    We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions β€” join us!

    Read our Culture Manual and learn more about how we work.

    DEI Statement
    At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

    Accessibility Statement
    Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
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