Wealthsimple
1001 - 5000 employees
Founded 2014
💳 Fintech
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $393M Series E - Wealthsimple on 2025-10
Fintech • Banking • Finance
Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.
Director, Client Experience Systems Architecture
Job not on LinkedIn
🔥 0 minutes ago
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Wealthsimple
1001 - 5000 employees
Founded 2014
💳 Fintech
🏦 Banking
💸 Finance
🔥 Funding within the last year
💰 $393M Series E - Wealthsimple on 2025-10
Fintech • Banking • Finance
Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.
📋 Description
• Design and oversee the holistic tech stack required to serve millions of clients and thousands of agents • Partner directly with R&D and Engineering to define how AI agents interact with internal APIs • Reimagine Information Architecture • Structure your team and intake processes to ruthlessly prioritize initiatives based on operational data • Be the definitive voice on CX AI trade-offs
🎯 Requirements
• 8–10+ years in CX systems, technical product management, and/or AI architecture • Deep, hands-on understanding of generative AI, RAG, prompt engineering, and Model Context Protocols (MCP) • Strong familiarity with the third-party CX AI vendor landscape • Can clearly articulate the capabilities and components a 2,000-agent organization needs
🏖️ 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
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