Manager, Non-Personal Account Operations

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Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

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ABOUT THE ROLE

Reporting to the Senior Manager, Registered & Complex Accounts, you’ll lead the day-to-day operations for entity onboarding, non-personal account opening and maintenance, and help build a centre of excellence for business clients. You will own the end-to-end operational execution for Wealthsimple’s non-personal accounts - from onboarding and KYB/KYC to escalations, audits, and process improvement. You’ll lead a team of specialists, partner closely with Product, Engineering, Compliance, AML, and Client Experience, and play a critical role in our broader initiatives to enhance and scale our offerings for non-personal entities.

IN THIS ROLE, YOU’LL:

- Lead and develop a high-performing Non-Personal Account Operations team responsible for onboarding, verification, and maintenance of corporate and other non-personal account types.

- Own the non-personal account opening lifecycle, including KYB checks, documentation review, and system updates across a suite of proprietary and vendor-provided operational tools.

- Design and maintain clear SOPs, runbooks, and controls for entity onboarding, role-based access, director/owner changes, and entity bank linking, ensuring processes are auditable and aligned with CIRO and internal risk standards.

- Monitor and improve key performance metrics (e.g., turnaround time, error/defect rates, escalations, audit fi...