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Team Lead, CXO Banking at Wealthsimple - ApplyBlast

Team Lead, CXO Banking

Wealthsimple

2 months ago

4.2 on Glassdoor

Remote

Full Time

Manager

0 applicants

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About this role

The Team Lead, CXO Banking oversees a team of Client Experience Associates supporting Wealthsimple's core banking and spend products, including credit cards and day-to-day transactions. This leadership role involves managing daily contact center operations, coaching team members, monitoring performance metrics, and handling complex client escalations to ensure exceptional service quality. The position requires full availability for rotating 5-day shifts, including weekends, to provide seamless banking support seven days a week.

Responsibilities

Manage daily contact center operations and drive team performance metrics
Coach and develop team members through structured sessions and performance reviews
Handle complex client escalations and resolve systemic banking issues

Skills

About Wealthsimple

wealthsimple.com

Headquarters

Toronto, Ontario, Canada

Company Size

501-1000 employees

Founded

2014

View Profile

Wealthsimple is a Toronto-based fintech and Canada's fastest-growing financial company, offering a consumer finance platform that combines chequing, savings, a cash-back credit card, commission-free trading (stocks, ETFs, options, crypto, and more), and managed investment portfolios. It also provides mortgages, a portfolio line of credit, tax tools, and access to human financial advisors, serving over 4 million Canadians. The company emphasizes simple digital experiences, low fees, and integrated financial services as an alternative to traditional banks.