Senior Manager, Advice Innovation & Experience

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 CA$156k - CA$195k / year

⏳ Contract/Temporary

🟠 Senior

👔 Manager

👻 Ghost score 0%

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

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 launch the next generation of advice experiences • Manage a small team while building 0-to-1 services • Define differentiated, human-centred premium client experiences in wealth management • Incubate and personally run new advice services, including MVPs, estate concierge services, and high-touch onboarding • Package successful pilots into playbooks and hand them off to sales or service teams for scaled delivery • Set requirements and translate advisor needs into product specifications • Partner with product teams and advisors to automate advisor tooling and drive adoption • Monitor advice and wealth-management industry trends, startups, disruptors, and incumbents • Analyze client feedback and identify under-served needs • Design experiments and measure pilots against AUM growth, conversion, and client satisfaction • Make recommendations on what to accelerate, refine, or sunset • Work directly with senior leadership to shape Wealthsimple's advice offering • Launch and run initial iterations of services intended to reach hundreds of thousands of clients • Shape the digital advice roadmap using advisor-generated demand signals

🎯 Requirements

• 5-7+ years in service design, strategy, innovation, or premium client experience, ideally with exposure to HNW or complex client segments • Proven track record of taking a service concept from idea to live pilot with real clients • Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting to rapidly prototype and test • Experience working alongside scaled operational teams and transitioning pilots into standardized processes • Familiarity with the wealth management landscape, advice models, HNW client values, and AUM growth • Comfort working in regulated environments and partnering with compliance teams • Outstanding communication skills to influence executives, inspire advisors, and earn external partners' trust • Legally eligible to work in Canada • Permanent residence in Canada required by application form

🏖️ 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 • Unlimited sick and mental health days per year (not applicable to certain roles) • Work outside Canada for up to 90 days per year (not applicable to certain roles) • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Hybrid team environment • AI Notetaker interview recording and transcription, with opt-out option; opting out will not impact candidacy