\nYour career is an investment that grows over time!\n\n\nWealthsimple 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 3 million users who trust us with more than $30 billion in assets.\n\n\nOur 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.\n\n\nAbout the role\nWealthsimple is looking for an experienced Manager of Account Management to lead the direction of our post-sales function on our Wealthsimple for Business product line. Managing a team of Customer Success Managers (CSMs) to setup, onboard, and scale newly acquired businesses, this individual will also lead implementations for Enterprise Accounts and special projects. This individual will have both strong people management skills, as well as strong operational and client facing skills themselves. Applicants should be self-starters and operationally focused on driving efficiency, performance and scale.\n\n\n\nResponsibilities:\n* Manage the day to day operations of our account management team while overseeing onboarding, implementation, upsell and account expansion.\n* Directly manage a small team of CSMs, providing coaching, support, escalation pathways, and overall development to the team.\n* Oversee the implementation of Enterprise accounts, prioritizing change management and communications processes with internal and external stakeholders.\n* Develop new frameworks and processes to scale and optimize the account management business.\n* Find opportunities for value driven account expansion.\n* Manage relationships with our backend operations and product teams to ensure cross-functional support.\n* Work closely with Client Success to ensure member support standards are met and inline with Account expectations.\n\n\n\nSkills & Experience:\n* Experience: 5+ Years of experience in Account Management or Client facing role (preferably B2B) working directly with B2B sales team and/or developing implementation and onboarding processes.\n* People leadership: 2+ years experience in a management role.\n* Communication: skilled in communicating effectively and persuasively at all levels, conveying ideas clearly and engaging meaningfully with stakeholders.\n* Analytical: strong analytical skills with superior attention to detail and demonstrated ability to drive insights into actionable recommendations. Experience with SQL is an asset.\n* Action-oriented: clear bias for action and ability to act without being told what to do, takes full ownership over work and seeks help and input when needed.\n* Flexibility: can thrive in changing environments and is excited about contributing to innovation and bringing fresh ideas and approaches.\n* Bonus Experience:\n* Advanced skills using Salesforce.\n* Experience with large Canadian employers.\n* Experience working with HR and People leaders.\n* Experience working within finance, benefits, HR tech, or compensation industries.\n\n\n\n\n\nWhy Wealthsimple?\n🤑 Competitive Salary \n📈 Retirement savings matching plan using Wealthsimple Work\n🌴 20 vacation days per year \n🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year \n🌎 A wide variety of peer and company-led employee resource groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) Employee Resource Groups  \n💖 Company-wide wellness days off scheduled throughout the year\n\n\nWe’re a remote-first team, with over 1000 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!\n\n\nRead our Culture Manual and learn more about how we work.\n\n\nDEI Statement\nAt 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. \n\n\nAccessibility Statement\nWealthsimple 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. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Sales, Backend and Non Tech jobs that are similar:\n\n $50,000 — $105,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n

The Team You’ll Work With\n\nReporting to the Chief People Officer, we are on the lookout for an extraordinary individual to lead our HR team within the People team. You will partner and develop meaningful relationships with the Executive team, Business leaders, and the broader People team on your quest to solve the business problems that drive ownership and equity in the greater ecosystem. \nThe Problems You’ll Solve\n\nAs a dynamic HR leader with a passion for transforming challenges into opportunities, you will consult with the leadership team and work closely with the broader People Team to execute HR strategies that help build a high performing team and culture at Carta.  \n\nA few other things you’ll do: \n\n\n* Learn the Carta business inside and out so you can be a strategic advisor on all things talent and people\n\n* Drive global HR functional excellence and process improvement\n\n* Provide strategic partnership and counsel to the Carta executive leadership team\n\n* Develop and drive the People strategy to meet our aggressive business goals\n\n* Partner with the business to execute on key People initiatives (performance management, compensation, benefits, development programs, etc)\n\n* Provide guidance and input on workforce planning, succession planning, compensation, promotions, lateral transfers, leveling, and benchmarking\n\n* Build strong relationships with employees, management, and the leadership team\n\n* Act as an employee champion and change agent, proactively communicating needs with our broader People team and senior leadership\n\n* Successfully influence others by providing direction, knowledge, and support to create a high-performing organization\n\n* Maintain in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks and ensuring regulatory compliance\n\n* Ensure proactive compliance with all labor, wage, and health and safety laws\n\n* Provide coaching to the business and help set the People priorities \n\n* Roll up your sleeves and dive into the high volume of daily operational HR needs, working with our HR operations team to streamline and optimize workflows to gain efficiencies and improve the employee experience\n\n* Oversee and drive global and local consistency by collaborating with our head of ER to manage and resolve employee relations issues\n\n\n\nAbout You\n\n\n* You are a master of your craft. You have at least 12 years of HRBP and/or HR experience and you worked in a Financial Services or Fintech company in the last 5 years (preferred).\n\n* You strive for strategic and effective partnership with the People Team COEs, cross-functional partners, etc.\n\n* You have outstanding people skills. You have high emotional intelligence and exceptional empathy. You quickly and easily build trust with business stakeholders and employees.\n\n* You lead with data. You know how to generate a hypothesis and you love using data to tell stories that help inform the talent strategy.\n\n* You are comfortable coaching executives and delivering feedback.\n\n* You are highly organized. You pay close attention to detail and you are skilled at sequencing competing priorities quickly.\n\n* You bias to action. You move fast. You are fearless when trying something new. You are comfortable taking on risk in pursuit of a new idea, because the biggest risk in our business is missing a good idea. You ask what could go right, and relentlessly find the fastest path to value. \n\n* You seek to simplify. You use your intellectual firepower to create simple and elegant solutions to complex problems. In everything you do, you strive to make things as simple as possible, but no simpler.\n\n* You embrace constraints. You are gritty. You would rather operate with constraints than abundance because constraints breed ingenuity, resourcefulness, and creativity. When you start a project you ask how much you can accomplish in a certain timeframe or budget, not how much time or budget you need to accomplish the project.\n\n* You optimize first derivatives. Progress matters more than perfection. While others focus on absolute value goals, you obsess over getting better every day. \n\n* You live our mission. You strive to create a fairer and more equitable world. You celebrate the unique strengths of others and actively seek out new and diverse perspectives. You assume the best of others and bring the best of yourself. \n\n* You do the right thing. Most people make decisions using an Expected Value calculation. You don’t. You make decisions by asking, “what’s the right thing to do?” Doing the right thing is how we balance competing perspectives and near-term and long-term goals. \n\n* You play in the open.  Transparency is the checksum on integrity. You work and communicate out in the open for all to see. You don’t trade on rumors and don’t believe in secrets. \n\n\n\nSalary\n\nCarta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:  $247,500 - $330,000 in San Francisco and New York.\n\nFinal offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Senior, Legal and Non Tech jobs that are similar:\n\n $50,000 — $80,000/year\n
\n\n#Benefits\n 💰 401(k)\n\n🌎 Distributed team\n\n⏰ Async\n\n🤓 Vision insurance\n\n🦷 Dental insurance\n\n🚑 Medical insurance\n\n🏖 Unlimited vacation\n\n🏖 Paid time off\n\n📆 4 day workweek\n\n💰 401k matching\n\n🏔 Company retreats\n\n🏬 Coworking budget\n\n📚 Learning budget\n\n💪 Free gym membership\n\n🧘 Mental wellness budget\n\n🖥 Home office budget\n\n🥧 Pay in crypto\n\n🥸 Pseudonymous\n\n💰 Profit sharing\n\n💰 Equity compensation\n\n⬜️ No whiteboard interview\n\n👀 No monitoring system\n\n🚫 No politics at work\n\n🎅 We hire old (and young)\n\n
\n\n#Location\nSan Francisco, California, United States