At Wealthsimple, we’re on a mission to help everyone achieve financial freedom by reimagining money management. We’re looking for a Director of Advice Innovation & Experience to join our Wealth Management team. You will be responsible for defining and building the next generation of high-touch, premium advice experiences for our high-net-worth and most complex clients. This is a true 0-to-1 role where you will design, manually launch, and prove new services before handing them off to be scaled.
What You'll Do
- Define what a ‘5-star’ experience looks like in wealth management by designing genuinely differentiated client journeys.
- Incubate and personally run new advice services manually at a small scale before operationalizing them.
- Stay ahead of the evolving advice and wealth management landscape, bringing intelligence back to leadership.
- Build external partnerships that expand Wealthsimple’s offering to its most complex clients.
- Arm advisors and sales teams with rapid prototypes of tools needed to win and retain high-value clients.
- Prove commercial impact by designing pilots with clear metrics like AUM growth, conversion, and satisfaction.
- Work directly with the VP of Wealth Management and senior leadership to shape the future of our premium advice offering.
- Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients.
- Inform Wealthsimple’s long-term product roadmap by surfacing validated client demand from real pilots.
- Operate across all three of our advice models: Scaled, Dedicated, and On-Demand.
What We're Looking For
- 7+ years of experience in service design, strategy, innovation, or premium client experience.
- Proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience).
- Demonstrated ability to use modern technology, including AI tools and low-code/no-code platforms, to rapidly prototype and test solutions.
- Experience developing or managing strategic partnerships with external service providers.
- Strong commercial instincts and ability to design pilots that prove measurable ROI.
- Experience working alongside scaled operational teams and transitioning V1 pilots into standardized, scalable processes.
- Familiarity with the wealth management landscape, including different advice models and what HNW clients value.
- Comfort working in regulated environments and partnering with compliance teams.
- Outstanding communication skills to influence executives, inspire advisors, and earn trust.
Nice to Have
- Exposure to HNW or complex client segments.
Team & Environment
You will be a part of the Wealth Management team, reporting directly to the VP of Wealth Management. Our culture is built on collaboration, humility, and an obsession over quality. Every team member is expected to lean into new technologies, including AI.
Benefits & Compensation
- Top-tier health benefits and life insurance.
- Long-term group savings with employer match using Wealthsimple for Business.
- 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 Resource Groups.
Work Mode
This is a remote-first position open to candidates across North America.
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
