Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Core
Design and launch the next generation of human-centred advice experiences for Wealthsimple's 4M+ clients, proving value before scaling to sales and service teams.
Role type
Senior Manager, Advice Innovation & Experience (0-to-1 builder)
Builds
New advice services (e.g., estate concierge, high-touch onboarding), advisor tooling, and client experience playbooks
Domain
Wealth management / Fintech / Premium client service
Required skills
Service design, strategy, innovation, premium client experience, commercial execution, stakeholder leadership, AI tools, low-code/no-code, lightweight scripting, wealth management landscape knowledge, regulated environment navigation
Preferred skills
HNW/complex client segment exposure, global fintech trend analysis, rapid prototyping, operational transition management
Technologies
AI tools, low-code platforms, lightweight scripting
Responsibilities
Define 5-star client experiences, incubate and run new advice service pilots, build automated advisor tooling, shape digital advice roadmap, prove commercial impact via metrics
Seniority
Senior Manager, hands-on IC leading small team