Team Lead – Transfers Operations (Account Transfer Online Notification)

Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

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.

The Account Transfer Online Notification (ATON) Team Lead will serve as a critical liaison between the management team and the ATON Transfers team. This individual will ensure that the team is aligned with organizational goals, drive key performance metrics, and promote operational efficiency. With a solid understanding of ATON (Account Transfer Online Notification) transfers, the team lead will facilitate effective communication, mentor team members, and manage data to achieve team targets. This role demands strong leadership skills and a robust data analysis background to guide decision-making and improve performance across our electronic transfer rails.

What You'll Do

• Lead the ATON Transfers team to meet performance targets and drive continuous improvement.

• Act as the primary point of contact between team members and management, ensuring clear, answers-first communication and alignment with broader organizational goals.

• Monitor key metrics (e.g., transfer completion rates, failure/reject rates, and turnaround times, backlogs, Right the First Time Rate) and provide insights to improve team performance.

• Oversee ATON transfer flows end to end, ensuring timely processing within service levels and prompt resolution of exceptions and rejects.

• Collaborate with other teams, including Manual Sending, Manual Receiving, Institutional Follow-ups, and Treasury, to ensure seamless transfers across various channels.

• Provide coaching and development opportunities for team members, focusing on skill development and team growth.

• Utilize data to identify trends, bottlenecks, and improvement opportunities within the transfer process.

• Oversee the implementation of operational best practices and ensure adherence to company policies and regulatory requirements.

• Handle escalations, resolve complex transfer issues, and serve as an SME for ATON transfers.

• Drive process optimization through automation or other efficiency-focused initiatives, partnering with engineering where applicable.

What You Bring

• 3+ years of experience in transfers, operations, or a similar financial services role.

• Solid understanding of ATON transfers and the broader Canadian transfer ecosystem.

• Familiarity with Fundserv, ATON, and OTC money movement a strong asset.

• Proven leadership experience, with strong interpersonal and communication skills.

• Ability to analyze data and drive performance improvements using metrics and insights.

• Familiarity with AI-driven process improvement and business analytics for reporting and analysis is strongly preferred.

• Ability to handle multiple priorities in a fast-paced environment.

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.