Shape Wealthsimple’s advice innovation through service design and artificial intelligence tools in a hybrid team across North America. Build client experiences from first concept.
As Senior Manager, you will design, launch, and prove differentiated advice services across Wealthsimple’s business. You will combine premium client experience expertise, commercial thinking, and technology fluency to turn concepts into tested offerings. The work spans sales, service, product innovation, and execution.
Key Responsibilities: Define five-star advice experiences for wealth management clients
Launch and personally run current advice service iterations
Translate advisor insights into digital advice product requirements
Package proven pilots into scalable operational playbooks
Measure experiments through conversion, client satisfaction, and assets under administration
Requirements: Five to seven or more years in service design or innovation
Proven experience taking service concepts through live pilots
Experience with artificial intelligence, low-code, or lightweight scripting
Knowledge of wealth management, advice models, and high-net-worth clients
Comfort partnering with compliance in regulated environments
Bring premium service design, technology, and commercial judgment to Wealthsimple’s next generation of advice experiences.