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 recent 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 (Toronto)
🏢 Wealthsimple
📍 Toronto