AI & CX Systems Director shaping customer experience through AI innovations at Wealthsimple. Leading technical teams to enhance operational strategies and deliver measurable outcomes.
Responsibilities
Define a bold vision for how AI transforms customer experience at Wealthsimple: unconstrained by today's tools, vendors, or workflows
Stay at the frontier of generative AI, agentic frameworks, and automation technologies; rapidly deploy innovations that deliver value
Challenge assumptions, propose new paradigms, and be a recognized leader in AI-driven CX
Partner directly with the Director of Engineering to define and execute AI agent strategy
Own containment and accuracy/quality as primary metrics, and the holistic strategy that delivers them: architecting how Knowledge base, AI operating procedures, guidelines, and context work together as an integrated system
Establish systematic development practices: eval-driven development, simulation-based validation, A/B testing, continuous monitoring, and regression testing
Build the playbook for scaling AI agent coverage: diagnose with data, design with confidence, validate before deploying, monitor continuously
Coordinate all contributors to AI agent performance under a unified strategy, ensuring coherence across the system
Define the roadmap for expanding AI capabilities across the full customer journey
Lead the evolution of CX platform architecture: not just optimizing current systems, but envisioning and building what comes next
Design integrations, workflows, automations, and intelligent routing that create seamless, AI-powered experiences across channels
Drive interoperability across CXO and partner teams (e.g., Commercial), reducing manual handoffs and eliminating data silos
Reimagine how content fuels AI systems, self-service, and agent enablement
Design knowledge architecture optimized for machine retrieval; understanding that KB structure directly impacts AI agent accuracy
Build feedback loops that surface content gaps in real time and close the loop between AI performance and knowledge quality
Lead, coach, and develop high-performing teams across all three pillars
Attract and grow top talent; build capabilities to keep pace with a rapidly evolving landscape
Foster a culture of ownership, accountability, and continuous improvement
Requirements
8–10+ years in CX systems, product management, platform design, or AI/automation strategy, with a track record of building and scaling technical solutions
Proven people leadership: experience building and leading high-performing technical/product teams to deliver measurable outcomes
Deep expertise in CX platforms and the tools that power modern support; paired with the imagination to look beyond them
Hands-on experience with AI in customer-facing applications. You understand how agentic AI works: retrieval-augmented generation, automated procedures, prompt design, and how they combine to drive quality outcomes
Systems thinking at your core: you see how knowledge structure impacts retrieval, how AI operating procedure design interacts with context, and how monitoring enables confident scaling
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