Business Development Representative at Wealthsimple
Wealthsimple · Remote, United States Of America · 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 $100 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.
In this role, you will have the opportunity to:
- Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process
- Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification
- Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects
- Work closely with Product and Marketing teams on “playtests” that require client interaction
- Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth
- Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text
- Nurture and educate prospective clients through the sales cycle until they are qualified
What you'll bring:
- Resourcefulness — you should have demonstrated track record of persevering in the face of adversity
- Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
- Goal-oriented — you should have experience (and be excited about!) working hard towards a goal
- Strong communication — you should be comfortable writing persuasively and communicating at all levels
- Self-starter — when you see a need, you address it
- Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem
- 1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background
- Resiliency - bounce back from rejection and objection and keep trying
- Recommended - strong financial literacy (eg: Completed IFIC or CSC), sales and business acumen
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 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
🌎 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. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
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.
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