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

Role Description

Wealthsimple is building the most sophisticated wealth platform in Canada — 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 — 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 — AI tools, low-code/no-code platforms, or lightweight scripting — 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 — 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 — 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 — from the client's perspective.
• Understands the difference between incubating a service and building a product.
• Thinks commercially — 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 — 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.