Associate, Data and Analytics - Physical Product Operations

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Join Wealthsimple as an Associate, Data and Analytics - Physical Product Operations

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 transform confusing, opaque, and expensive financial services into transparent and low-cost solutions for everyone. We’re the largest fintech company in Canada, serving over 3 million users who trust us with more than $30 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented individuals who keep it simple and value collaboration and humility. Join us as we continue to create inclusive and high-performing teams where people are inspired to do their best work.

Role Overview

We are seeking an Associate for Data and Analytics within our Physical Product Operations team. The ideal candidate has a builder's mindset, is detail-oriented, action-oriented, and proactive. They own their role, continuously help identify ways to improve operational processes and controls, manage their time well, and keep on top of deliverables. Experience with inventory management, manufacturing, and marketing campaigns involving physical products is a strong plus.

Managing billions of dollars means the stakes are high. We aim to deliver extraordinary experiences that meet our client's on-demand expectations while being compliance leaders. At Wealthsimple, we embrace a maker-owner mentality, believe that simple is better, and always do what is right for each client.

Key Responsibilities

  • Collaborate with data science teams to build data strategy and deliverables for the Physical Product operations team.
  • Work on data integration projects required to onboard and optimize working with different industry vendors.
  • Automate manual processes where possible, with coding experience being a strong plus (no-code tools like Zapier or Workato are also welcome).
  • Work collaboratively with various cross-functional stakeholders (product, engineering, data science, finance) to coordinate and build reporting dashboards and metrics.
  • Build, maintain, and optimize operational dashboards to monitor all physical operations products.
  • Create project plans and timelines to facilitate data requirements for new product or feature launches.
  • Problem-solve to ensure product and customer services are supported, creating the best possible client experience.

Skills & Qualifications

  • Data & Analytics: Strong proficiency in SQL and experience using data to tackle complex problems.
  • Relevant Experience: Experience with inventory management, manufacturing, and marketing campaigns involving the delivery of physical products is a strong plus.
  • Organization & Planning: Ability to plan, organize, and schedule efficiently, with a focus on key priorities and regular updates.
  • Collaboration: Excellent interpersonal skills and willingness to work collaboratively with team members.
  • Strong Written & Verbal Communication: Ability to communicate complex ideas in a simple & easy-to-understand way for diverse audiences.
  • Problem Solving: Proactively figures out issues, navigates uncertainty, and brings clarity to ambiguity.
  • Proactive & Action-Oriented: Takes ownership of work, seeks help when needed, and provides well-supported solutions.
  • Efficiency: Produces significant output with minimal wasted effort.
  • Honesty & Integrity: Does what is right, not what is politically expedient.

Why Wealthsimple?

  • 🤑 Competitive salary with top-tier health benefits and life insurance.
  • 📈 Retirement savings matching plan using Wealthsimple Work.
  • 🌴 20 vacation days per year and unlimited sick and mental health days.
  • 📚 Up to $1500 per year towards wellness and professional development budgets respectively.
  • 🛫 90 days away program: Work internationally in eligible countries for up to 90 days per calendar year.
  • 🌎 A variety of peer and company-led Employee Resource Groups (Rainbow, Women of Wealthsimple, Black @ WS).
  • 💖 Company-wide wellness days off throughout the year.

We’re a remote-first team with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of