Wealthsimple

Director, Advice Innovation – Experience

Wealthsimple

full-time

Posted on:

Location Type: Remote

Location: Canada

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Job Level

Lead

About the role

  • Define what "5-star" looks like in wealth management by designing client experiences that are genuinely differentiated.
  • Incubate and run new advice services manually at a small scale before they are ready for operationalizing.
  • Stay ahead of industry trends and bring intelligence back to Wealthsimple to inform leadership.
  • Build partnerships that expand Wealthsimple’s offering and design integrated client experiences.
  • Arm advisors and sales teams with the tools to win high-value clients.
  • Measure the commercial impact of pilots against clear metrics and provide recommendations.

Requirements

  • 7+ years of experience in service design, strategy, innovation, or premium client experience — ideally with exposure to HNW or complex client segments
  • A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience)
  • Demonstrated ability to use modern technology — AI tools, low-code/no-code platforms, or lightweight scripting — to rapidly prototype and test solutions
  • Experience developing or managing strategic partnerships with external service providers
  • Strong commercial instincts and the ability to design pilots that prove measurable ROI
  • Experience working alongside scaled operational teams and transitioning V1 pilots into standardized, scalable processes — with a clear ability to hand off and let go
  • Familiarity with the wealth management landscape — how different advice models work, what HNW clients value, and how financial services firms grow AUM
  • Comfort working in regulated environments and partnering with compliance teams
  • Outstanding communication skills — you can influence executives, inspire advisors, and earn the trust of external partners
Benefits
  • Top-tier health benefits and life insurance
  • Long-term group savings with employer match using our Wealthsimple for Business platform
  • 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
  • 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
service designstrategyinnovationclient experienceprototypinglow-code platformsno-code platformsscriptingmeasurable ROIoperational processes
Soft Skills
commercial instinctscommunication skillsinfluencingtrust buildingpartnership developmentleadershipteam collaborationproblem solvingadaptabilitycreativity