Manager, Workflow Optimization

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.

We are seeking a Manager of Workflow Optimization to contribute to an organization-wide initiative to optimize end-to-end workflows across our CXO (Customer Experience and Operations) function. This pivotal role is instrumental in driving transformative change, enhancing operational efficiency, elevating customer satisfaction, and delivering measurable business outcomes in one or more key business areas. 

As a Manager of Workflow Optimization, you will be a strategic architect and influencer, contributing to a high-impact program to identify, prioritize, and implement business transformation initiatives within your pillar (i.e. area of focus).Your primary goal will be on driving holistic improvements that span upstream and downstream processes, creating a seamless and efficient workflow ecosystem.

• Drive operations transformation: Play an integral role in a CXO-wide program aimed at reimagining workflows across client-facing and back-office teams. Develop a clear roadmap for optimizing your pillar, ensuring alignment with CXO and organizational priorities. 
• Lead data-driven decision making: Design and oversee robust rituals and reporting mechanisms to monitor progress, evaluate impact, and hold stakeholders accountable. Leverage data insights derived from SQL queries and other data analysis techniques to make informed decisions and continuously refine strategies.
• Architect and execute end-to-end solutions: Lead efforts to re-engineer processes, eliminate inefficiencies, and reduce internal handoffs. Focus on optimizing workflows to enhance both employee and customer experiences, while considering technical feasibility and scalability.
• Champion innovation: Apply a forward-thinking mindset to identify and leverage emerging technologies, such as AI and automation, to streamline operations and deliver cutting-edge solutions. 
• Influence and align stakeholders: Partner with leaders across CXO R&D, and other cross-functional teams to advocate for and drive workflow optimization initiatives. Build consensus on priorities, secure resources, and align diverse teams toward common goals. 

• Technical Acumen: Strong proficiency in SQL for data analysis, reporting, and extracting insights from large datasets. A strong understanding of systems configuration, technical possibilities, and emerging technologies, enabling the development of innovative, scalable solutions. A strong interest in exploring and implementing AI-driven solutions (e.g., process automation, predictive analytics) to improve workflows. Familiarity or willingness to learn tools like Cursor, Claude Projects, Gemini Gems is a plus.
• Exceptional Communication Skills: Proven ability to convey complex ideas and strategies clearly and persuasively to senior leaders and diverse audiences. Ability to collaborate effectively with engineering teams, understand technical constraints and trade-offs, and contribute to technical discussions
• Operational and Process Excellence: 5+ years of experience in process re-design, business transformation, or workflow optimization, with a proven track record of influencing senior stakeholders and navigating ambiguity.
• Executional Excellence: Exceptional organizational and project management skills, with a track record of successfully leading large-scale initiatives from inception to implementation. 
• Visionary Thinking: A strong ability to think strategically and holistically about complex processes, recognizing upstream and downstream impacts and balancing multiple inputs and factors. You are excited by the opportunity to experiment with cutting-edge technologies.
• Innovative Problem-Solving: A creative approach to challenges, leveraging both technical expertise and a willingness to experiment with new tools and methodologies.
• Impact-Driven Mindset: A relentless focus on delivering measurable results that improve both the employee and customer experience.
• Strategic Influence and Collaboration: Demonstrated ability to influence and partner with senior leaders across functions, driving alignment and securing commitment to initiatives that span multiple pillars.

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1,500 per year towards wellness and professional development budgets respectively 

🛫 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)

💖 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 — 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.