Senior Wealth Management Concierge & Escalation Lead

Wealthsimple; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading fintech company in Canada is looking for a Senior Specialist to enhance client relationships in Wealth Management. This role requires over 5 years of experience in Private Banking or a related field and emphasizes mentorship, strategic communication, and leadership in providing a top-notch service experience. Benefits include a competitive salary, vacation days, and a retirement savings plan. Join a diverse team shaping the financial future for millions.

Benefits

Competitive salary

Retirement savings matching plan

20 vacation days per year

90 days away program

Wellness days off

Qualifications

• 5+ years in Private Banking, Luxury Hospitality, or Relationship Management with a deep understanding of 'White Glove' service.
• Experience in a leadership role responsible for the quality of work or professional development of others.
• Ability to lead side-projects while managing a personal book of clients.
• Skill in delivering tough news with poise and solutions-oriented thinking.

Responsibilities

• Act as the highest level of human support for Wealth Management clients.
• Handle sensitive, high-stakes relationships as a Subject Matter Expert.
• Mentor junior associates and refine service standards.
• Partner with Wealth Advisors to ensure a world-class client experience.

Skills

Wealth Management Experience

Mentorship & Coaching

Project Management

Strategic Communication

Job description

A leading fintech company in Canada is looking for a Senior Specialist to enhance client relationships in Wealth Management. This role requires over 5 years of experience in Private Banking or a related field and emphasizes mentorship, strategic communication, and leadership in providing a top-notch service experience. Benefits include a competitive salary, vacation days, and a retirement savings plan. Join a diverse team shaping the financial future for millions.