Director of Advice Innovation & Experience at Wealthsimple

Define what "5-star" looks like in wealth management and design client experiences.
Incubate and personally run new advice services, creating collateral and overseeing the first cohort of clients.
Stay ahead of where the industry is going, bringing intelligence back to Wealthsimple.

Responsibilities:

Work with the VP of Wealth Management and senior leadership to shape the future of Wealthsimple's premium advice offering.
Launch and run the first iterations of services that will reach hundreds of thousands of clients.
Inform Wealthsimple's long-term product roadmap, surfacing validated client demand from real pilots.

What You'll Bring:

7+ years of experience in service design, strategy, innovation, or premium client experience.
Demonstrated ability to use modern technology to rapidly prototype and test solutions.
Strong commercial instincts and the ability to design pilots that prove measurable ROI.

Wealthsimple

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, they take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They’re the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a remote team of over 1,500 employees across North America. They value collaboration, humility, and an obsession over quality.

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