Port Coquitlam, British Columbia, Canada
Leading the strategy, operations, and people management of Wealthsimple's Non-Personal Account Operations function. Responsible for optimizing account onboarding and servicing processes, ensuring regulatory compliance, managing operational risk, and delivering exceptional client experiences. Partner closely with Product, Compliance, Engineering, and Client Success teams to scale operations and support business growth.
Supervising Client Accounts group regarding review of the new accounts process.