Senior Advice Innovation Manager

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 clientsLaunch and personally run new advice service iterationsTranslate advisor insights into digital advice product requirementsPackage proven pilots into scalable operational playbooksMeasure experiments through conversion, client satisfaction, and assets under administrationRequirements:
Five to seven or more years in service design or innovationProven experience taking service concepts through live pilotsExperience with artificial intelligence, low-code, or lightweight scriptingKnowledge of wealth management, advice models, and high-net-worth clientsComfort partnering with compliance in regulated environmentsBring premium service design, technology, and commercial judgment to Wealthsimple’s next generation of advice experiences.
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