Senior Associate - Data and Analytics, Cash & Card Operations
Toronto, Ontario
Operations – Core Operations /
Permanent Full Time /
Remote
Your career is an investment that grows over time!
Wealthsimple 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.
Our 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.
Our ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus.
We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.
In this role, you will:
- Work closely with data science teams to build the data strategy and associated deliverables to launch and run features for the cash and cards operations team
- Work on data integration projects required to onboard and optimize working with different industry vendors
- Automate manual processes where possible (experience coding is a strong plus but experience with no code tooling is welcome too e.g. zapier, workato)
- Work collaboratively with a variety of cross functional stakeholders (product, engineering, data science, and finance) to coordinate and build reporting dashboards and metrics
- Building, maintaining, and optimizing operational dashboards to monitor all cash and card products
- Build project plans and timelines to facilitate the data requirements needed for new product or feature launches
- Act as a catalyst by bringing the right teams/people together within and/or across teams
- Help manage/optimize our relationships with third party vendors, and the associated data integrations
- Be the voice of the Operations team and advise on key business decisions as it relates to our products
- Problem solve to ensure product and customer services are supported, creating the best possible experience for our clients
Skills we’re looking for:
- Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems.
- -- Creating complex joins & analysis, ability to use SQL to do reconciliation
- -- Defining what views and metrics are required to track operational performance and business needs
- -- Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) are an asset
- Relevant experience: Demonstrated success in credit or spend product operations, management consulting, startups, banking and payments, or other operations roles in related fields.
- Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
- Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
- Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
- Problem solving: If something seems off, you want to figure out what’s going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don’t wait for a playbook to be written
- Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
- Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
- Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
Why Wealthsimple?
🤑 Competitive Salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’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!
DEI Statement
At 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.
Accessibility Statement
Wealthsimple 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.
