Wealthsimple

ATON Team Lead - Transfers Operations

Wealthsimple$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in transfers or financial operations
  • Understanding of ATON transfers and Canadian transfer ecosystems
  • Familiarity with Fundserv and OTC money movement is a plus
  • Proven leadership skills with strong communication abilities
  • Proficient in data analysis for performance improvement
  • Experience with AI-driven business analytics for reporting preferred
  • Demonstrated ability to manage multiple priorities in a dynamic environment

Responsibilities

  • Lead the ATON Transfers team to achieve targets and foster continuous improvement
  • Serve as the primary liaison between team and management for clear communication
  • Monitor and analyze key performance metrics to enhance team outcomes
  • Oversee end-to-end ATON transfer flows, ensuring timely and accurate processing
  • Collaborate across teams for seamless transfer execution and issue resolution
  • Coach and develop team members for skill enhancement and growth
  • Utilize data insights to identify process bottlenecks and improvement opportunities
  • Implement operational best practices while ensuring policy compliance and regulatory adherence
  • Resolve complex transfer issues and act as an SME for ATON transfers
  • Drive process optimization initiatives, partnering with engineering as necessary

Benefits

  • Opportunities for coaching and professional development
  • Dynamic team environment focused on continuous improvement
  • Engagement with cross-functional teams to enhance workflow
  • Ability to influence process optimization and operational efficiency
Full Job Description
The 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.

About Wealthsimple

Wealthsimple is a financial services company that provides online investment management and trading services. The company's platform allows users to invest in a variety of financial products, including stocks, bonds, and exchange-traded funds (ETFs), and offers a range of tools and resources to help users manage their investments. Wealthsimple also offers a high-interest savings account and a tax preparation service. The company was founded in 2014 and is headquartered in Toronto, Canada.
Learn more about Wealthsimple
Size
500 employees
Industry
Founded
2014

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