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About the role
- Senior Manager launching premium wealth-management advice services for Wealthsimple, Canada's digital financial innovator. Building AI-enabled prototypes, advisor tooling, and scalable client-experience playbooks.
Responsibilities
- Design and launch the next generation of advice experiences
- Manage a small team while building 0-to-1 services
- Define differentiated, human-centred premium client experiences in wealth management
- Incubate and personally run new advice services, including MVPs, estate concierge services, and high-touch onboarding
- Package successful pilots into playbooks and hand them off to sales or service teams for scaled delivery
- Set requirements and translate advisor needs into product specifications
- Partner with product teams and advisors to automate advisor tooling and drive adoption
- Monitor advice and wealth-management industry trends, startups, disruptors, and incumbents
- Analyze client feedback and identify under-served needs
- Design experiments and measure pilots against AUM growth, conversion, and client satisfaction
- Make recommendations on what to accelerate, refine, or sunset
- Work directly with senior leadership to shape Wealthsimple's advice offering
- Launch and run initial iterations of services intended to reach hundreds of thousands of clients
- Shape the digital advice roadmap using advisor-generated demand signals
Requirements
- 5-7+ years in service design, strategy, innovation, or premium client experience, ideally with exposure to HNW or complex client segments
- Proven track record of taking a service concept from idea to live pilot with real clients
- Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting to rapidly prototype and test
- Experience working alongside scaled operational teams and transitioning pilots into standardized processes
- Familiarity with the wealth management landscape, advice models, HNW client values, and AUM growth
- Comfort working in regulated environments and partnering with compliance teams
- Outstanding communication skills to influence executives, inspire advisors, and earn external partners' trust
- Legally eligible to work in Canada
- Permanent residence in Canada required by application form
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days
- 4 wellness days
- Unlimited sick and mental health days per year (not applicable to certain roles)
- Work outside Canada for up to 90 days per year (not applicable to certain roles)
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
- Hybrid team environment
- AI Notetaker interview recording and transcription, with opt-out option; opting out will not impact candidacy
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