[Hiring] Director, Advice Incubation & Experience @Wealthsimple Technologies
Director, Advice Incubation & Experience @Wealthsimple Technologies
Product Management
Salary unspecified
Remote Location
Employment Type full-time
Posted 2mths ago

[Hiring] Director, Advice Incubation & Experience @Wealthsimple Technologies

2mths ago - Wealthsimple Technologies is hiring a remote Director, Advice Incubation & Experience. πŸ’Έ Salary: unspecified πŸ“Location: Canada

Role Description

Wealthsimple is building the most sophisticated wealth platform in Canada β€” and we're just getting started. As Director of Advice Incubation & Experience, you will be the person who figures out what "premium" actually means for our clients and then goes and builds it.

  • Define what "5-star" looks like in wealth management.
  • Draw on deep knowledge of premium service to design client experiences that are genuinely differentiated.
  • Incubate and personally run new advice services.
  • Stay ahead of where the industry is going.
  • Build the partnerships that expand our offering.
  • Arm our advisors and sales team with the tools to win.
  • Prove commercial impact.

Qualifications

  • 7+ years of experience in service design, strategy, innovation, or premium client experience β€” ideally with exposure to HNW or complex client segments.
  • A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience).
  • Demonstrated ability to use modern technology β€” AI tools, low-code/no-code platforms, or lightweight scripting β€” to rapidly prototype and test solutions.
  • Experience developing or managing strategic partnerships with external service providers.
  • Strong commercial instincts and the ability to design pilots that prove measurable ROI.
  • Experience working alongside scaled operational teams and transitioning V1 pilots into standardized, scalable processes.
  • Familiarity with the wealth management landscape β€” how different advice models work, what HNW clients value, and how financial services firms grow AUM.
  • Comfort working in regulated environments and partnering with compliance teams.
  • Outstanding communication skills β€” you can influence executives, inspire advisors, and earn the trust of external partners.

Requirements

  • Is energized by the messy, creative, manual work of building something from nothing.
  • Has a genuine obsession with how the wealth management and fintech landscape is evolving globally.
  • Brings deep knowledge of what premium service actually feels like β€” from the client's perspective.
  • Understands the difference between incubating a service and building a product.
  • Thinks commercially β€” you build beautiful experiences, but you always know what the business case is.
  • Is a natural lateral leader who can bring Sales, Service, Product, and Compliance together around a shared vision.
  • Is tech-forward β€” comfortable using AI tools, low-code platforms, and lightweight scripting.

Benefits

  • Top-tier health benefits and life insurance.
  • Long-term group savings with employer match using our Wealthsimple for Business platform.
  • 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days.
  • 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year.
  • A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS).
  • We’re a remote first team with over 1,500 employees across North America.
Before You Apply
️
remote Be aware of the location restriction for this remote position: Canada
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Director, Advice Incubation & Experience @Wealthsimple Technologies
Product Management
Salary unspecified
Remote Location
Employment Type full-time
Posted 2mths ago
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remote Be aware of the location restriction for this remote position: Canada
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
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Applied βœ“
Sent Follow-Up βœ“
Interview Scheduled βœ“
Interview Completed βœ“
Offer Accepted βœ“
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Application Denied βœ“
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