Manager, Pooled Wealth Management & Fee-Based Planning

Employment Type: Permanent Full Time

Position Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining how money is managed. We leverage smart technology to make financial services transparent and low-cost, transforming often confusing, opaque, and expensive services into accessible solutions. As Canada's largest fintech company, we serve over 4 million users, managing over $70 billion in assets. We are seeking talented individuals who embody simplicity, collaboration, and humility to contribute to our inclusive, high-performing teams.

This role focuses on reinventing financial advice for a new generation seeking straightforward, affordable, and flexible advice. As the Manager, Pooled Wealth Management & Fee-Based Planning, you will lead the development and delivery of new client experiences tailored for individuals building wealth and making financial decisions, offering access to trusted, high-quality advice without traditional barriers. This is an opportunity to build new services from the ground up, including team building, client journey definition, operational launch, and leveraging AI for personalized advice. You will collaborate with product, marketing, sales, and compliance teams, with key performance indicators focused on high Net Promoter Score (NPS) and improved client outcomes, ultimately driving client clarity, confidence, and satisfaction.

Responsibilities

• Launch, lead, and ship innovative new advice services with the aid of AI.
• Design and iterate on the service model, team structure, workflows, and client experience.
• Partner cross-functionally with product, design, marketing, sales, and compliance to bring ideas to market.
• Act as a player-coach for a team of financial planners and advisors, fostering an environment for delivering high-quality advice at scale.
• Define and operationalize service standards, client segmentation, support tools, and success metrics.
• Own and drive key performance indicators, including client satisfaction (NPS), service quality, and delivery efficiency.

Requirements

• Builder Mentality: Deep experience in launching or scaling client-facing services or operations from scratch in a fast-paced, ambiguous environment.
• Service Design Expertise: A strong point of view on exceptional client experiences and how to deliver them.
• Collaboration Skills: Proven ability to partner deeply with cross-functional teams, including Marketing and Product, to ship impactful human-first projects.
• People Leadership: Minimum of 2 years of experience managing high-performing teams and coaching for excellence.
• Systems Thinking: Understanding of workflow optimization, client segmentation, and balancing personalization with efficiency.
• Tech-Forward Operator: Experience utilizing tools like AI and automation to enhance scale and consistency.
• Industry Background: Experience in financial services is not required. We welcome candidates from consulting, consumer tech, healthcare, education, or any field where exceptional service is delivered at scale.

Why Wealthsimple?

• Compensation & Benefits:
  • Competitive salary with top-tier health benefits and life insurance.
  • Retirement savings matching plan through Wealthsimple for Business.
• Work-Life Balance:
  • 20 vacation days per year.
  • Unlimited sick and mental health days.
  • 90 Days Away Program: Work internationally in eligible countries for up to 90 days per calendar year.
• Professional Development:
  • Up to $1,500 per year towards wellness budgets.
  • Up to $1,500 per year towards professional development budgets.
• Community & Culture:
  • A wide variety of peer and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple).

Application Instructions

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