Senior Associate, Transfer Ops Analytics & Optimization
Top Benefits
About the role
Build something people love 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.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Institutional transfers (moving money from one bank to another) are the lifeblood of our growth. As clients bring their assets to Wealthsimple, our goal is to make that transition as seamless and magical as possible. However, navigating the complexities of the traditional banking network presents unique opportunities to innovate, optimize, and scale.
As a Senior Associate on the Transfer Operations team, you will act as the prime process architect to perfect this journey. Functioning as the strategic bridge between Operations and Product & Engineering (R&D), you will take the baton from our BizOps team to dive into complex data sets, map out the transfer lifecycle, and build automated solutions that maximize our straight-through processing (STP). Your ultimate goal is to iron out complex edge cases, remove client toil from the process, and eliminate all controllable transfer impediments.
In this role, you will:
- Be a Data Detective: Perform structured analysis to continuously optimize transfer speeds and completion rates. You won't just look at high-level dashboards; you’ll dig into the weeds of individual workflows to uncover and eliminate the hidden "micro-frictions" behind the data.
- Map & Redesign Processes: Analyze "current-state" workflows, identify process bottlenecks, and design streamlined "future-state" processes. You will translate operational opportunities into clear, prioritized technical requirements and user stories for our Engineering teams.
- Leverage AI for Impact: Utilize LLMs (like Claude) as a daily companion to analyze massive datasets, spot optimization patterns, and accelerate your investigative workflows.
- Visualize & Track Success: Build and maintain reporting and dashboards to track the health of transfer pipelines. You will monitor post-launch performance (including A/B tests) to ensure the needle actually moved.
- Automate to Scale: Proactively identify opportunities to replace manual touchpoints with high-leverage automations (using tools like Workato). You will redesign workflows from the ground up to improve quality and meaningfully expand our team's capacity.
What you bring:
- Analytical & Operational DNA: 3+ years of experience in heavily analytical, cross-functional roles (e.g., Data Analyst, Business Analyst, BizOps, Product Operations, or Revenue/Sales Ops) where you were responsible for process design and data-driven problem solving.
- Metric Ownership: A proven track record of owning a macro-metric (e.g., processing SLAs, conversion rates, or operational efficiency) and successfully moving it by breaking a massive problem into manageable, actionable sub-components.
- SQL & Data Literacy: Strong ability to write SQL to self-serve, extract, and segment data. You are comfortable navigating databases and building data visualizations to find your own answers.
- AI Fluency: You are a power user of AI tools. You naturally turn to LLMs to help structure data, recognize patterns, and speed up problem-solving.
- Stakeholder Management: Demonstrated experience working closely with Engineering and Product teams. You know how to build business cases that secure technical buy-in.
Why Wealthsimple? 🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Similar jobs you might like
Senior Associate, Transfer Ops Analytics & Optimization
Top Benefits
About the role
Build something people love 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.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Institutional transfers (moving money from one bank to another) are the lifeblood of our growth. As clients bring their assets to Wealthsimple, our goal is to make that transition as seamless and magical as possible. However, navigating the complexities of the traditional banking network presents unique opportunities to innovate, optimize, and scale.
As a Senior Associate on the Transfer Operations team, you will act as the prime process architect to perfect this journey. Functioning as the strategic bridge between Operations and Product & Engineering (R&D), you will take the baton from our BizOps team to dive into complex data sets, map out the transfer lifecycle, and build automated solutions that maximize our straight-through processing (STP). Your ultimate goal is to iron out complex edge cases, remove client toil from the process, and eliminate all controllable transfer impediments.
In this role, you will:
- Be a Data Detective: Perform structured analysis to continuously optimize transfer speeds and completion rates. You won't just look at high-level dashboards; you’ll dig into the weeds of individual workflows to uncover and eliminate the hidden "micro-frictions" behind the data.
- Map & Redesign Processes: Analyze "current-state" workflows, identify process bottlenecks, and design streamlined "future-state" processes. You will translate operational opportunities into clear, prioritized technical requirements and user stories for our Engineering teams.
- Leverage AI for Impact: Utilize LLMs (like Claude) as a daily companion to analyze massive datasets, spot optimization patterns, and accelerate your investigative workflows.
- Visualize & Track Success: Build and maintain reporting and dashboards to track the health of transfer pipelines. You will monitor post-launch performance (including A/B tests) to ensure the needle actually moved.
- Automate to Scale: Proactively identify opportunities to replace manual touchpoints with high-leverage automations (using tools like Workato). You will redesign workflows from the ground up to improve quality and meaningfully expand our team's capacity.
What you bring:
- Analytical & Operational DNA: 3+ years of experience in heavily analytical, cross-functional roles (e.g., Data Analyst, Business Analyst, BizOps, Product Operations, or Revenue/Sales Ops) where you were responsible for process design and data-driven problem solving.
- Metric Ownership: A proven track record of owning a macro-metric (e.g., processing SLAs, conversion rates, or operational efficiency) and successfully moving it by breaking a massive problem into manageable, actionable sub-components.
- SQL & Data Literacy: Strong ability to write SQL to self-serve, extract, and segment data. You are comfortable navigating databases and building data visualizations to find your own answers.
- AI Fluency: You are a power user of AI tools. You naturally turn to LLMs to help structure data, recognize patterns, and speed up problem-solving.
- Stakeholder Management: Demonstrated experience working closely with Engineering and Product teams. You know how to build business cases that secure technical buy-in.
Why Wealthsimple? 🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.