Bring premium client experience and commercial strategy to Wealthsimple’s advice business in a hybrid setting across North America. Shape differentiated services.

As Senior Manager, you will define what exceptional wealth management advice feels like and prove the model before scaling. Your work connects luxury hospitality, high-end retail, elite financial services, sales, service, and product teams. You will build for real clients while turning validated demand into repeatable operations.

Key Responsibilities:

- Set standards for differentiated advice experiences
- Develop advice offerings, estate concierge, and onboarding concepts
- Build prototypes with advisors and product teams
- Hand successful pilots to scaled operating teams




- Recommend pilots to accelerate, refine, or sunset

Requirements:

- Deep understanding of premium service from client perspectives
- Commercial thinking backed by measurable business cases
- Leadership that aligns stakeholders around shared visions
- Familiarity with advice models and AUM growth
- Outstanding communication with executives, advisors, and partners

Develop Wealthsimple’s next advice model through premium service design, stakeholder leadership, and disciplined commercial experimentation.

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📌 Senior Wealth Management Strategy Manager (Toronto)
🏢 Wealthsimple
📍 Toronto