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Wealthsimple

CXO Senior Data Analyst

Remote
SQL
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Description
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 take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

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


What you'll be responsible for:

  • Understand and leverage financial transaction and customer data schemas to drive improvements in Client Experience Operations (CXO).
  • Own the reporting and analysis for the CXO team. Develop key performance metrics, generate insights, and pinpoint drivers of customer feedback.
  • Architect, test, and deploy data models in our cloud data warehouse that will be used as the source of truth for analytics across the CXO organization.
  • Build and maintain our key Business Intelligence dashboards for the CXO team. Work with senior business leaders for feedback and to make regular updates
  • Create and maintain thorough documentation in an environment of continuous integration. Manage the data dictionary for the CXO team, ensuring clarity and consistency.
  • Present key metrics and insights to the leadership team. Use data to tell a compelling story, highlighting important conclusions and actionable recommendations.
  • Support key initiatives from CXO business leaders. Evaluate the impact of new pilots and scaling projects, guiding strategic decisions with data-driven insights.
  • Develop and maintain complex SQL queries for data analysis. Ensure query efficiency and accuracy, and possess the ability to troubleshoot and debug as needed.

Our ideal fit has:

  • Data Analytics Experience - 3 years experience in Data Analytics or Business Insights. Experience working with Customer Support and/or Sales organizations is an asset.
  • Data & analytics: Strong analytical skills with superior attention to detail and demonstrated ability to drive insights into actionable recommendations. Strong proficiency with SQL and the ability to develop elegant and user friendly visualizations.
  • Collaboration: Excellent interpersonal skills and an ability to work cross-functionally with a wide range of stakeholders.
  • Action orientation: A clear bias for action and ability to act without being told what to do, takes full ownership over work and seeks help and input when needed.
  • Passion for clients - Is incredibly passionate about our clients and our products.
  • Data Systems Experience - Experience with business intelligence tools, version control, and programming fundamentals is an asset.
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 $1,500 per year towards wellness and professional development budgets respectively 
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
Wealthsimple
Wealthsimple
Finance Financial Services FinTech Impact Investing Personal Finance

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