Wealthsimple

Team Lead, Account Security & Risk

Wealthsimple(2 months ago)

RemoteFull TimeManager$133,873 - $175,118 (estimated)Customer Experience
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About this role

The Team Lead, Account Security & Risk at Wealthsimple oversees a team of 6–12 Client Experience Associates focused on safeguarding client accounts and interactions. The role bridges Client Experience and Security functions to mitigate risks, handle escalations, and support high-value clients. It involves monitoring performance metrics, driving continuous improvement, and ensuring adherence to security, fraud, and risk best practices. The position is remote and supports Wealthsimple’s mission of providing a safe, transparent, and accessible financial platform.

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Required Skills

  • Team Leadership
  • Performance Management
  • Metrics Monitoring
  • Intraday Optimization
  • Employee Coaching
  • Mentoring
  • Quality Assurance
  • Client Escalations
  • Client Communication
  • De Escalation

+13 more

Qualifications

  • CSC (Canadian Securities Course)
Wealthsimple

About Wealthsimple

wealthsimple.com

Wealthsimple is a Toronto-based fintech that offers a consumer finance platform combining automated investing, commission-free trading, banking (high‑interest chequing and savings), and a cash‑back credit card. It provides low‑fee managed portfolios (robo‑advisor) alongside access to human financial planners, tax and retirement tools, and investment products designed for long‑term wealth building. The company emphasizes simple digital experiences, accessible pricing, and integrated services as an alternative to traditional banks, serving customers primarily in Canada, the U.S., and the U.K.

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