Senior Manager, Advice Innovation & Experience

This is a fully remote position, open to applicants in Canada.

📋 Description

• Design and launch innovative advice experiences for the next generation.

• Oversee a small team while developing 0-to-1 services.

• Establish unique, human-centered premium client experiences in wealth management.

• Incubate and personally manage new advice services, such as MVPs, estate concierge services, and high-touch onboarding.

• Convert successful pilots into playbooks and transfer them to sales or service teams for broader implementation.

• Set requirements and translate advisor needs into detailed product specifications.

• Collaborate with product teams and advisors to automate advisor tools and enhance adoption.

• Stay informed on trends, startups, disruptors, and incumbents within the advice and wealth-management industry.

• Analyze client feedback and pinpoint under-served needs.

• Design experiments and evaluate pilots based on AUM growth, conversion rates, and client satisfaction.

• Provide recommendations on which initiatives to accelerate, refine, or discontinue.

• Work closely with senior leadership to shape Wealthsimple's advice offerings.

• Launch and manage initial iterations of services aimed at reaching hundreds of thousands of clients.

• Shape the digital advice roadmap by utilizing advisor-generated demand signals.

⛳️ Requirements

• 5-7+ years of experience in service design, strategy, innovation, or premium client experience, ideally with exposure to high-net-worth (HNW) or complex client segments.

• Proven success in transforming a service concept from ideation to live pilot with actual clients.

• Demonstrated capability to utilize modern technology, AI tools, low-code/no-code solutions, or lightweight scripting for rapid prototyping and testing.

• Experience collaborating with scaled operational teams and transitioning pilots into standardized processes.

• Knowledge of the wealth management landscape, advice models, HNW client values, and AUM growth.

• Comfort in regulated environments and experience working alongside compliance teams.

• Exceptional communication skills to influence executives, inspire advisors, and build trust with external partners.

• Legally authorized to work in Canada.

• Permanent residency in Canada required upon application submission.

🏝️ Benefits

• Comprehensive health benefits and life insurance.

• Long-term group savings plan with employer matching through Wealthsimple for Business.

• 20 vacation days.

• 4 wellness days.

• Unlimited sick and mental health days each year (with some role exceptions).

• Ability to work outside Canada for up to 90 days per year (with some role exceptions).

• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.

• Hybrid team environment.

• AI Notetaker for interview recording and transcription with an opt-out option; opting out will not affect candidacy.