Shape Wealthsimple’s advice innovation through service design and artificial intelligence tools in a hybrid team across North America. Build client experiences from first concept. As Senior Manager, you will design, launch, and prove differentiated advice services across Wealthsimple’s business. You will combine premium client experience expertise, commercial thinking, and technology fluency to turn concepts into tested offerings. The work spans sales, service, product innovation, and execution. Key Responsibilities:
Define five-star advice experiences for wealth management clients Launch and personally run new advice service iterations Translate advisor insights into digital advice product requirements Package proven pilots into scalable operational playbooks Measure experiments through conversion, client satisfaction, and assets under administration Requirements:
Five to seven or more years in service design or innovation Proven experience taking service concepts through live pilots Experience with artificial intelligence, low-code, or lightweight scripting Knowledge of wealth management, advice models, and high-net-worth clients Comfort partnering with compliance in regulated environments Bring premium service design, technology, and commercial judgment to Wealthsimple’s next generation of advice experiences.
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Senior Advice Innovation Manager in Toronto employer: Wealthsimple Technologies
Wealthsimple Technologies is an exceptional employer that fosters a collaborative and innovative work culture, particularly within the Observability Platform Team. Employees benefit from a strong emphasis on mentorship and professional growth, alongside the opportunity to work on cutting-edge technology in a vibrant city. With a commitment to making production legible for engineers and AI agents, Wealthsimple offers a meaningful and rewarding environment for those looking to make a significant impact in their field.
