Robert Maclean

Robert Maclean Email and Phone Number

Team Lead, Client Experience Operations @ Wealthsimple
Squamish, BC, CA
Robert Maclean's Location
Squamish, British Columbia, Canada, Canada
Robert Maclean's Contact Details

Robert Maclean work email

Robert Maclean personal email

n/a
About Robert Maclean

With over eight years of experience in restaurants, financial technology, accounting and customer success roles, I am a results-driven and empathetic coach and leader who excels at coaching teams to be high-performing. As a Member Success Lead at Metronomics, I am responsible for overseeing the experience for an elite community of CEO+Leadership coaches, software platform members, and the strategic vision for the Member Success team.What you can expect from me is a leadership approach grounded in understanding what motivates individuals. My 'Sweet Spot' is being a Galvanizing Encourager - I help people see a future vision and inspire them towards achieving their goals.

Robert Maclean's Current Company Details
Wealthsimple

Wealthsimple

View
Team Lead, Client Experience Operations
Squamish, BC, CA
Website:
wealthsimple.com
Employees:
1606
Robert Maclean Work Experience Details
  • Wealthsimple
    Team Lead, Client Experience Operations
    Wealthsimple
    Squamish, Bc, Ca
  • Pavilion
    Member
    Pavilion
    Squamish, Bc, Ca
  • Pavilion
    Member
    Pavilion Aug 2024 - Present
  • Metronomics
    Member Success Lead
    Metronomics Mar 2024 - Present
    Whistler, British Columbia, Canada
    As the Member Success Lead, I create the strategic vision for the Member Success function and develop effective systems to build a world class member experience. I develop high performing teams that are mission oriented and are fired up every day to make a positive impact on the members we work with.
  • Bench Accounting
    Operations Team Lead
    Bench Accounting Jun 2021 - Mar 2024
    As a Team Lead I manage a team of 12 Portfolio Associates and the experience of over 1800 clients. My first priority is the responsibility for the qualitative and quantitative performance of the team to create the best client experiences. I am accountable for driving forward the strategy, goals, and operational key results through strategy planning, performance management, and creating a high-performing and engaged culture. Through my work with each team member, I directly support their personal and professional goals and create individual growth plans to achieve maximum potential for each member. Outside of my team, I work cross-functionally with other departments to drive forward operations-wide projects and initiatives. I regularly take on projects that involve aligning stakeholders, managing timelines, requesting feedback, and providing a final product to impact our priorities and our mission positively.
  • Bench Accounting
    Lead Associate
    Bench Accounting May 2020 - May 2021
    While managing a portfolio of 70 businesses to complete their bookkeeping, I played a key role in assisting team strategy, goal management, and development of peers. As a Lead Associate, I was regularly holding development sessions with other Accounting Associates, providing training structures, and driving initiatives on behalf of the team. I was accountable to driving the performance of the team and I would regularly provide performance updates and positive/constructive feedback where applicable.
  • Bench Accounting
    Accounting Associate
    Bench Accounting Sep 2019 - May 2020
    Vancouver, Canada Area
    Managed a portfolio of 70 different businesses, completing bookkeeping and working with business owners to provide financial insights. The main aspects of this role involved communicating with clients both via written messages/emails, and over the phone as well as using bank statements and financial documents to complete bookkeeping and prepare financial reports.
  • Canucks Sports & Entertainment (Cse)
    Premium Hospitality Manager
    Canucks Sports & Entertainment (Cse) Sep 2019 - Apr 2020
    Managed the Club 500 season ticket holder lounge leading a team of 10 members. Provided exceptional hospitality and customer service to regular clientele and supported a high energy environment for Live Ice Hockey/Concerts. Managed service training for staff members and inventory levels for all front of house items.
  • Cactus Club Cafe
    Manager
    Cactus Club Cafe Apr 2019 - Aug 2019
    Coal Harbour, Vancouver
    Senior Manager at the Flagship location for Cactus Club Cafe. Located in Coal Harbour, Vancouver, my main responsibilities include training and developing a staff of over 200. Operational tasks include running day-to-day operations, maintaining profit targets, and driving sales through networking and creating systems to improve all aspects of the business.
  • King Taps
    Senior Day Operations Manager
    King Taps Feb 2018 - Nov 2018
    Toronto, Ontario, Canada
    King Taps, a Cactus Club Cafe concept, opened July 2017 in Toronto's financial district. As the Senior Day Manager, I hold many accountabilities across the restaurant which include:- Controlling financial budgets and maintaining labour targets.- Coordinating all Repair & Maintenance for the restaurant.- Managing a staff of over 200 people.- Creating business and sales through networking with contacts in Toronto's financial district.
  • King Taps
    Night Operations Manager
    King Taps Jul 2017 - Feb 2018
    Toronto, Canada Area
  • Cactus Club Cafe
    Manager
    Cactus Club Cafe May 2015 - May 2017
    Kelowna Yacht Club
  • Canadian Property Stars
    Territory Sales Associate
    Canadian Property Stars May 2014 - Sep 2014
    Sales Associate for CPS cold calling for 8-10 hours per day to offer home maintenance services. Main learned skills were sales skills, time management, customer service skills, and team work.
  • Newman Martin And Buchan Llp
    Intern
    Newman Martin And Buchan Llp Jan 2013 - Feb 2013
    London, United Kingdom
    Intern at Newman Martin and Buchan LLP.- Assisted in the mediating between Energy Clients and Underwriters.

Robert Maclean Education Details

  • Pavilion
    Pavilion
    Business
  • Hubspot Academy
    Service Hub Software Certification
  • Coined Spanish School, Buenos Aires, Argentina
    Coined Spanish School, Buenos Aires, Argentina
    Spanish Language And Literature
  • Cranbrook High School, Kent, United Kingdom
    Cranbrook High School, Kent, United Kingdom
    Economics, Mathematics, Physics, Spanish
  • Vinehall Preparatory School, East Sussex, United Kingdom
    Vinehall Preparatory School, East Sussex, United Kingdom
    Common Entrance

Frequently Asked Questions about Robert Maclean

What company does Robert Maclean work for?

Robert Maclean works for Wealthsimple

What is Robert Maclean's role at the current company?

Robert Maclean's current role is Team Lead, Client Experience Operations.

What is Robert Maclean's email address?

Robert Maclean's email address is ro****@****ench.co

What schools did Robert Maclean attend?

Robert Maclean attended Pavilion, Hubspot Academy, The University Of British Columbia, Coined Spanish School, Buenos Aires, Argentina, Cranbrook High School, Kent, United Kingdom, Vinehall Preparatory School, East Sussex, United Kingdom.

Who are Robert Maclean's colleagues?

Robert Maclean's colleagues are Aoife Stapleton, Kate Daley, Andrew Hoy, Cim®, Rubis T., Zijun (Doris) Xu, Mba, Cfcs, Thorn Leung, Anthony Olijnyk.

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