wealthsimple - Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Requirements
• Is energized by the messy, creative, manual work of building something from nothing, and doesn't need a large team or perfect infrastructure to get a pilot off the ground • Has a genuine obsession with how the wealth and fintech landscape is evolving globally, with sharp instincts for real shift versus noise • Brings deep knowledge of what premium service actually feels like from a client's perspective, and can translate it into a wealth management context • Thinks commercially: you build experiences, but you always know the business case and how you'll prove it • Is a natural leader who can bring stakeholders together around a shared vision • Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market • Is the person who notices the detail nobody asked for, and arrives with ideas about what would make a client tell their friends about us • 5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments) • A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience) • 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, with a clear ability to hand off and let go • Familiarity with the wealth management landscape: how different advice models work, what HNW clients value, and how firms grow AUM • Comfort working in regulated environments and partnering with compliance teams • Outstanding communication skills: you can influence executives, inspire advisors, and earn the trust of external partners
Responsibilities
• Work directly with and senior leadership to shape the future of Wealthsimple's advice offering • Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients • Shape Wealthsimple's digital advice roadmap from the front line. Our advisors talk to clients every day, you turn what you hear into validated demand signals for product teams.
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 • 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. • Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. • Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. • Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. • Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. • AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
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