Team Lead, Transfers (Manual Receiving)
Wealthsimple(1 month ago)
About this role
The Manual Receiving Team Lead at Wealthsimple oversees the Manual Transfers team, acting as a liaison between frontline operations and management. The role focuses on aligning the team with organizational goals, ensuring secure handling of client materials, and maintaining high operational standards. It includes monitoring performance metrics, leveraging data analysis to guide decisions, and implementing best practices to improve efficiency and accuracy. The position is fully in-office in Toronto and requires hands-on involvement with physical transfer-related documentation.
Required Skills
- Team Leadership
- Performance Management
- Stakeholder Communication
- Metric Monitoring
- Data Analysis
- Physical Security
- Manual Transfers
- Cheque Handling
- Process Improvement
- Cross Functional Collaboration
+6 more
About Wealthsimple
wealthsimple.comWealthsimple 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.