Shape Wealthsimple’s advice innovation through service design and AI-enabled prototyping in a hybrid team across North America. Build experiences clients value.
This Senior Manager role combines strategy, building, and entrepreneurship across Wealthsimple’s advice business. You will design and launch services, test their commercial value, and prepare proven playbooks for sales and service teams. The work spans premium client experience, advisor tooling, product innovation, and operational delivery.
Key Responsibilities: Define five-star wealth management client experiences
Incubate and personally run current advice services
Translate advisor needs into product requirements
Track industry shifts and client under-service
Measure pilots through AUM, conversion, and satisfaction
Requirements: 5-7+ years in service design, strategy, or innovation
Proven experience taking services from idea to pilot
Comfort with AI tools, low-code, and scripting
Knowledge of wealth management and HNW clients
Experience partnering with compliance in regulated environments
Lead Wealthsimple’s advice innovation with premium service expertise, commercial judgment, and technology-enabled experimentation.

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📌 Senior Advice Innovation Manager (Ontario)
🏢 Wealthsimple
📍 Ontario