Wealthsimple Technologies - Director, Advice Incubation & Experience
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Requirements
• Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. • 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 management and fintech landscape is evolving globally, with sharp instincts for what's a real shift versus noise • Brings deep knowledge of what premium service actually feels like — from the client's perspective — and can translate that into a wealth management context • Understands the difference between incubating a service and building a product — and is energized by the former • Thinks commercially — you build beautiful experiences, but you always know what the business case is and how you'll prove it • Is a natural lateral leader who can bring Sales, Service, Product, and Compliance together around a shared vision without direct authority over any of them • Is tech-forward — comfortable using AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market • 7+ years of experience 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 platforms, or lightweight scripting — to rapidly prototype and test solutions • Experience developing or managing strategic partnerships with external service providers • Strong commercial instincts and the ability to design pilots that prove measurable ROI • Experience working alongside scaled operational teams and transitioning V1 pilots into standardized, scalable 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 financial services 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 the VP of Wealth Management and senior leadership to shape the future of Wealthsimple's premium advice offering • Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients • Build external partnerships that expand what Wealthsimple can offer to its most complex clients — a genuinely new frontier for the company • Inform Wealthsimple's long-term product roadmap by surfacing validated client demand from real pilots — without owning product development yourself • Operate across all three of Wealthsimple's advice models — Scaled, Dedicated, and On-Demand — with a mandate that spans the full advice business
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) • 🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work. • Technology & Innovation at Wealthsimple • We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future. • At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. • Accessibility Statement • Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs. • We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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