[Hiring] Senior Manager, Advice Innovation & Experience @Wealthsimple Technologies

Role Description

This is a 0-to-1 role: part strategist, part builder, part entrepreneur, managing a small team. You'll design and launch the next generation of advice experiences, prove they work, and hand off proven playbooks to our sales and service teams to own and scale.

Your scope is the whole of Wealthsimple's advice business, not a single client segment. This role lives at the intersection of sales, service, product innovation, and commercial execution, and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it?

Your Impact

• Define what "5-star" client experiences look like in wealth management.
• Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to design client experiences that are differentiated.
• Incubate and personally run new advice services.
• Build the advisor tooling that makes advice better and faster.
• Stay ahead of where the industry is going.
• Prove commercial impact.

What You'll Do

• Work directly with senior leadership to shape the future of Wealthsimple's advice offering.
• Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients.
• Shape Wealthsimple's digital advice roadmap from the front line.

We're Looking for Someone Who

• Is energized by the messy, creative, manual work of building something from nothing.
• Has a genuine obsession with how the wealth and fintech landscape is evolving globally.
• Brings deep knowledge of what premium service actually feels like from a client's perspective.
• Thinks commercially: you build experiences, but you always know the business case and how you'll prove it.
• Is a natural leader who can bring stakeholders together around a shared vision.
• Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting.
• Is the person who notices the detail nobody asked for, and arrives with ideas about what would make a client tell their friends about us.

What You'll Bring

• 5-7+ years in service design, strategy, innovation, or premium client experience.
• A proven track record of taking a service concept from idea to live pilot.
• Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting.
• Experience working alongside scaled operational teams and transitioning pilots into standardized processes.
• Familiarity with the wealth management landscape.
• Comfort working in regulated environments and partnering with compliance teams.
• Outstanding communication skills.

Benefits

• 🌸 Top-tier health benefits and life insurance.
• 📈 Long-term group savings with employer match, through Wealthsimple for Business.
• 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year.
• ✈️ 90 days away: work outside Canada for up to 90 days per year.
• 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.
• 🌎 We are a hybrid team with over 1,500 employees across North America.