Lead the Manual Receiving Transfers team, ensure performance targets are met, mentor team members, analyze data, and collaborate across teams to optimize operations.
Build something people love
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 3+ million users who trust us with more than $100 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.
About the team:
The Manual Receiving Team Lead will serve as a critical liaison between the management team and the Manual Transfers team. This individual will ensure that the team is aligned with organizational goals, drive key performance metrics, and promote operational efficiency. With a solid understanding of manual/bluedot transfers, the team lead will facilitate effective communication, mentor team members, and manage data to achieve team targets. This role demands strong leadership skills, physical security considerations and a robust data analysis background to guide decision-making and improve performance.
*Please note: This role is fully in-office (Toronto, ON Office) and involves daily physical handling of client materials (cheques, forms, audit documentation).
Key Responsibilities:
- Lead the Manual Receiving Transfers team to meet performance targets and drive continuous improvement.
- Act as the primary point of contact between team members and management, ensuring clear, answers-first communication and alignment with broader organizational goals.
- Monitor key metrics (e.g., transfer completion rates, failure rates, and turnaround times) and provide insights to improve team performance.
- Securely receive, triage and manage physical items in-office
- Collaborate with other teams, including ATON, Manual Sending, Institutional Follow-ups, Treasury, and, our Cage team, to ensure seamless transfers across various channels.
- Provide coaching and development opportunities for team members, focusing on skill development and team growth.
- Utilize data to identify trends, bottlenecks, and improvement opportunities within the transfer process.
- Oversee the implementation of operational best practices and ensure adherence to company policies.
- Handle escalations, resolve complex transfer issues, and serve as an SME for Manual/Bluedot Transfers.
- Drive process optimization through automation or other efficiency-focused initiatives
Qualifications:
- 3+ years of experience in transfers, operations, or a similar financial services role.
- Must be able to work on an ongoing basis in-office, in-person in downtown Toronto
- Familiarity with cheque transfers, Fundserv, A$M, Bluedot, OTC money movement a strong asset
- Proven leadership experience, with strong interpersonal and communication skills.
- Ability to analyze data and drive performance improvements using metrics and insights.
- Familiarity with SQL and business analytics for reporting and analysis is preferred.
- Ability to handle multiple priorities in a fast-paced environment.
Why Wealthsimple?
🤑 Competitive salary with 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)
🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
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.
Top Skills
Business Analytics
SQL
Similar Jobs
Big Data • Cloud • Software • Database
Develop data replication solutions, handle customer escalations, write and test code, and lead cross-team projects within MongoDB's Replication Team.
Top Skills:
C++JavaScriptPython
eCommerce • Fintech • Real Estate • Software • PropTech
The Data Scientist will lead analytical initiatives, conduct A/B tests, develop statistical models, and communicate insights to enhance pricing strategies.
Top Skills:
AirflowDaskDbtNumpyPandasPysparkPythonQuicksightRedshiftScikit-LearnSnowflakeSparkSQLStatsmodelsTableau
Cloud • Information Technology • Security • Software • Cybersecurity
Drive new business for Cloudflare by identifying target accounts, increasing sales, managing negotiations, and developing strategic relationships.
Top Skills:
Cloud SolutionsCyber SecurityIaasNetworkingPaasSaaS
What you need to know about the Toronto Tech Scene
Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.
