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Partnership Manager, Wealthsimple For Business (B2B)

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Wealthsimple

Oct 30, 2024

Applications are closed

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    People, HR & Administration
  • Canada
    Remote

Requirements

  • 5+ Years of experience in employer benefits, consultant/broker, or HR tech industry
  • Previous working relationships with stakeholders at Canadian benefit brokerages or consulting firms
  • Previous experience working in or with sales teams in a pipeline building capacity
  • Experience developing and delivering presentation materials as well as training and partner collateral to scale third party distribution successfully
  • Track record of establishing and growing strategic relationships
  • Strong communication, analytical, and interpersonal skills including having a high EQ
  • Demonstrates a bias towards action
  • Eager to build programs from the ground up and understands how to level up functions over time

Responsibilities

  • Own the holistic partnership strategy defining W4B's path to succeeding with our channel partners
  • Drive growth of W4B by producing qualified sales opportunities from referral partners into our Sales team.
  • Develop and implement a strategic plan to grow the volume of referrals from existing partners while also growing the referral network, optimizing for pipeline impact.
  • Build strong relationships with our partners across all functional levels - Executives, Brokers, and Administrators.
  • Develop a seamless workflow and onboarding experience for partners and their clients, diving deep into tech and data flows, considering deal and implementation velocity, and communication.
  • Collaborate with Marketing and W4B leadership to develop campaigns and communication programs for partners
  • Play an active role in product development cycles advocating for partner needs and being accountable for delivering committed upgrades

FAQs

What is the primary focus of the Partnership Manager role at Wealthsimple For Business?

The primary focus of the Partnership Manager role is to grow the Wealthsimple for Business (W4B) product line by driving qualified sales opportunities from existing and emerging partnerships, including Benefit Brokers, Technology partners, Consultants, and other channel players.

What qualifications are required for this position?

Applicants should have 5+ years of experience in the employer benefits, consultant/broker, or HR tech industry, along with strong communication, analytical, and interpersonal skills. Previous working relationships with stakeholders at Canadian benefit brokerages or consulting firms are also required.

How does Wealthsimple support employee wellness and professional development?

Wealthsimple provides up to $1,500 per year towards wellness and professional development budgets, along with company-wide wellness days off scheduled throughout the year.

What kind of teamwork and collaboration can I expect in this role?

In this role, you will collaborate closely with a team of Account Executives, Customer Success Managers, and the Chief Commercial Officer, as well as work with Marketing and W4B leadership to develop campaigns and communication programs for partners.

Is there an emphasis on diversity and inclusion at Wealthsimple?

Yes, Wealthsimple strongly encourages applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status, as they believe a diverse team is essential for building products for a diverse world.

What is the company's approach to work-life balance?

Wealthsimple offers 20 vacation days per year, unlimited sick and mental health days, and a 90 days away program that allows employees to work internationally for up to 90 days per calendar year, promoting a healthy work-life balance.

Will there be opportunities for growth within the company?

Yes, the role is designed for someone eager to build programs from the ground up, providing ample opportunity to level up functions and grow within the company over time.

What technology and data-related aspects will be involved in the role?

The role involves diving deep into tech and data flows to develop a seamless workflow and onboarding experience for partners and their clients, optimizing for deal and implementation velocity and communication.

How important is relationship management in this role?

Relationship management is crucial, as the Partnership Manager will need to build strong relationships with partners at all functional levels, including Executives, Brokers, and Administrators, to drive growth and collaboration.

What is Wealthsimple's stance on accessibility during the hiring process?

Wealthsimple provides an accessible candidate experience and is committed to working with candidates to provide necessary support and accommodations throughout the interview process and beyond. They continuously strive to improve accessibility practices.