Shape Wealthsimple’s advice innovation through service design and AI-enabled prototyping in a hybrid team across North America. 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.
Define five-star wealth management client experiencesIncubate and personally run recent advice servicesTranslate advisor needs into product requirementsTrack industry shifts and client under-serviceMeasure pilots through AUM, conversion, and satisfactionRequirements: 5-7+ years in service design, strategy, or innovationProven experience taking services from idea to pilotComfort with AI tools, low-code, and scriptingKnowledge of wealth management and HNW clientsExperience partnering with compliance in regulated environmentsLead Wealthsimple’s advice innovation with premium service expertise, commercial judgment, and technology-enabled experimentation. #