Senior Wealth Management Strategy Manager

Bring premium client experience and commercial strategy to Wealthsimple’s advice business in a hybrid environment across North America. Shape differentiated services.As Senior Manager, you will define what exceptional wealth management advice feels like and prove the model before scaling. Your work connects luxury hospitality, high-end retail, elite financial services, sales, service, and product teams. You will build for real clients while turning validated demand into repeatable operations.Key Responsibilities:
Set standards for differentiated advice experiencesDevelop advice offerings, estate concierge, and onboarding conceptsBuild prototypes with advisors and product teamsHand successful pilots to scaled operating teamsRecommend pilots to accelerate, refine, or sunsetRequirements:
Deep understanding of premium service from client perspectivesCommercial thinking backed by measurable business casesLeadership that aligns stakeholders around shared visionsFamiliarity with advice models and AUM growthOutstanding communication with executives, advisors, and partnersDevelop Wealthsimple’s next advice model through premium service design, stakeholder leadership, and disciplined commercial experimentation.
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