Workflow Optimization Manager

Summary

Join Wealthsimple as a Manager of Workflow Optimization and contribute to a company-wide initiative to optimize workflows across the Customer Experience and Operations (CXO) function. This role involves driving transformative change, enhancing operational efficiency, and improving customer satisfaction. You will develop roadmaps, lead data-driven decision-making, architect end-to-end solutions, champion innovation, and influence stakeholders. The ideal candidate possesses strong SQL proficiency, exceptional communication skills, and extensive experience in process redesign and business transformation. Wealthsimple offers a competitive salary, comprehensive benefits, and a remote-first work environment.

Requirements

• Technical Acumen: Strong proficiency in SQL for data analysis, reporting, and extracting insights from large datasets. A strong understanding of systems configuration, technical possibilities, and emerging technologies, enabling the development of innovative, scalable solutions. A strong interest in exploring and implementing AI-driven solutions (e.g., process automation, predictive analytics) to improve workflows. Familiarity or willingness to learn tools like Cursor, Claude Projects, Gemini Gems is a plus
• Exceptional Communication Skills: Proven ability to convey complex ideas and strategies clearly and persuasively to senior leaders and diverse audiences. Ability to collaborate effectively with engineering teams, understand technical constraints and trade-offs, and contribute to technical discussions
• Operational and Process Excellence: 5+ years of experience in process re-design, business transformation, or workflow optimization, with a proven track record of influencing senior stakeholders and navigating ambiguity
• Executional Excellence: Exceptional organizational and project management skills, with a track record of successfully leading large-scale initiatives from inception to implementation
• Visionary Thinking: A strong ability to think strategically and holistically about complex processes, recognizing upstream and downstream impacts and balancing multiple inputs and factors. You are excited by the opportunity to experiment with cutting-edge technologies
• Innovative Problem-Solving: A creative approach to challenges, leveraging both technical expertise and a willingness to experiment with new tools and methodologies
• Impact-Driven Mindset: A relentless focus on delivering measurable results that improve both the employee and customer experience
• Strategic Influence and Collaboration: Demonstrated ability to influence and partner with senior leaders across functions, driving alignment and securing commitment to initiatives that span multiple pillars

Responsibilities

• Drive operations transformation: Play an integral role in a CXO-wide program aimed at reimagining workflows across client-facing and back-office teams. Develop a clear roadmap for optimizing your pillar, ensuring alignment with CXO and organizational priorities
• Lead data-driven decision making: Design and oversee robust rituals and reporting mechanisms to monitor progress, evaluate impact, and hold stakeholders accountable. Leverage data insights derived from SQL queries and other data analysis techniques to make informed decisions and continuously refine strategies
• Architect and execute end-to-end solutions: Lead efforts to re-engineer processes, eliminate inefficiencies, and reduce internal handoffs. Focus on optimizing workflows to enhance both employee and customer experiences, while considering technical feasibility and scalability
• Champion innovation: Apply a forward-thinking mindset to identify and leverage emerging technologies, such as AI and automation, to streamline operations and deliver cutting-edge solutions
• Influence and align stakeholders: Partner with leaders across CXO R&D, and other cross-functional teams to advocate for and drive workflow optimization initiatives. Build consensus on priorities, secure resources, and align diverse teams toward common goals

Benefits

• 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 $1,500 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 1,000 employees coast to coast in North America