Program Manager owning Sophia, Bullhorn’s Salesforce Agentforce customer - support AI agent. Driving case deflection, prompt optimization, governance, monitoring, and performance reporting.
About the role
- Senior Program Manager overseeing Brokerage Automation at Wealthsimple. Driving operational transformation, bridging business and tech, and leading strategic initiatives.
Responsibilities
- Drive operations transformation: Reimagining workflows across the Brokerage functions.
- Bridge Business and Tech: Act as the primary liaison between Brokerage stakeholders and technical teams.
- Be a true maker-owner: Lead the strategy to transform the back office through automation.
- Drive Program & Project Management: Own the end-to-end lifecycle of transformation initiatives.
- Prioritize and Track Impact: Evaluate potential initiatives based on business impact.
- Architect Solutions & Translate Work: Analyze existing back-office process gaps and collaborate with technical teams.
- Influence and Align Stakeholders: Partner with senior leaders across Brokerage, and engineering to build consensus on priorities.
- Build the Playbook: Develop and maintain program documentation, operational frameworks, and change-management playbooks.
Requirements
- 5+ years of experience leading complex, cross-functional business transformation or technical program management (TPM) initiatives, ideally within a fast-paced fintech or financial services environment.
- A strong conceptual understanding of how modern software and AI systems are built.
- Deep familiarity with operations and workflow optimization environments.
- A proven track record of translating complex technical concepts for business stakeholders, and vice versa.
- Able to look at the full picture not just one project at a time.
- Demonstrated ability to drive alignment across distinct organizational pillars (e.g., Brokerage vs. Engineering), manage competing priorities, and bring structure to ambiguous, fast-moving situations.
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, and unlimited sick and mental health days per year
- 90 days away: work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
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