LB
Technology, data and AI advisory leader building Leo Berwick’s power, utilities and renewables practice. Leading diligence, AI value creation and M&A technology work for PE and infrastructure clients.
About the role
- Manager, AI & Agentic Workflows at Wealthsimple designing and optimizing AI agents for business efficiency. Overseeing implementations and ensuring cross-team collaboration for operational success.
Responsibilities
- Be a true maker-owner: You will be the owner of the AI & agentic stack. You will take full ownership of the end-to-end roadmap and bridge the gap between 'AI potential' and 'operational reality' by shipping agents that act, learn, and resolve complex workflows independently.
- Architect Agentic Workflows: Design, deploy, and iterate on multi-agent systems to handle complex commercial tasks like customer segmentation, lead qualification, lead routing, quota planning, enablement, and proactive sales process alerts.
- Orchestrate the Commercial Stack: Develop deep, bi-directional integrations between AI agents and our core toolkit (Salesforce, Slack, Gong, Braze, etc.). You will ensure our stack isn't just a group of disconnected apps, but a unified, agent-driven nervous system.
- Prompt Engineering & Tuning: Develop and iterate on sophisticated system prompts to ensure agent outputs are accurate, brand-compliant, and grounded in company data.
- Establish Human-AI Collaboration: Design elegant "Human-in-the-Loop" (HITL) protocols. You will build the logic that allows agents to handle high-volume complexity while identifying high-stakes nuances that require a seamless hand-off to our human experts.
- Continuously Monitor Performance: Establish KPIs for AI agents (e.g., "Success Rate of Autonomous Resolution," "Time Saved per Workflow") and continuously optimize for cost and latency.
- Fortify Governance & Safety: Implement guardrails to ensure AI agents operate within ethical boundaries and maintain data privacy standards.
Requirements
- 5+ years of experience in process re-design, business transformation, or workflow optimization, with a proven track record of influencing senior stakeholders and navigating ambiguity.
- Strong experience with Python and AI orchestration libraries. Deep understanding of LLM APIs.
- Ability to map a manual, 10-step human process into a logical, automated sequence of tool calls and reasoning steps.
- Understanding of the lead-to-revenue lifecycle, sales processes, and customer journey maps.
- Demonstrated track record managing ambiguity well and driving impact in an environment where priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals.
- Excellent interpersonal and communication skills and an ability to work cross-functionally with a wide range of stakeholders.
- Exposure to AI voice chat is a plus.
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match using our Wealthsimple for Business platform
- 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
- 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
- A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
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