Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)

The role

You will design, launch, and run new advice experiences and services to prove they work before scaling. You will build advisor tooling, shape the digital advice roadmap, and manage a small team.

What you will do

• Work with senior leadership to shape the future of Wealthsimple's advice offering
• Launch and personally run the first iterations of services
• Shape Wealthsimple's digital advice roadmap from the front line
• Define 5-star client experiences in wealth management
• Incubate and personally run new advice services
• Build advisor tooling to automate manual processes
• Stay ahead of the evolving advice and wealth landscape
• Prove commercial impact through metrics like AUM growth and conversion
• Design experiments to prove value before scaling

Required qualifications

• 5-7+ years in service design, strategy, innovation, or premium client experience
• 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 to rapidly prototype and test
• 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

Nice to have

• Exposure to HNW or complex client segments

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
• Work outside Canada for up to 90 days per year

About the company

Wealthsimple is Canada’s leading financial innovator, offering a full suite of financial products. The company is headquartered in Toronto, Canada.