Manager - Pooled Wealth Management & Fee-Based Planning

Working Nomads; North America; Remote; USD 90,000 - 120,000; Full time

Job summary

A financial technology company is seeking a Manager for Pooled Wealth Management & Fee-Based Planning. You will design and deliver client experiences, leveraging AI for personalized advice. The ideal candidate has experience leading teams and delivering exceptional service. This role offers competitive salary and benefits, including a remote-first work environment.

Benefits

Competitive salary

Unlimited sick and mental health days

Retirement savings matching plan

Professional development budgets

Qualifications

• Deep experience in launching or scaling client-facing services in fast-paced environments.
• Experience managing high-performing teams for at least 2 years.
• Strong viewpoint on great client experiences and how to deliver them.

Responsibilities

• Launch, lead and ship innovative new advice services with the aid of AI.
• Partner with product, design, and marketing to bring ideas to market.
• Define service standards and operationalize client segmentation.

Skills

Leadership

Collaboration

Service design

Systems thinking

Tools

AI

Automation tools

Job description

Manager - Pooled Wealth Management & Fee-Based Planning

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the Role

We’re reinventing financial advice to meet the needs of a new generation — people who want great advice, delivered simply, affordably, and on their terms.

As Manager, Pooled Wealth Management & Fee-Based Planning, you’ll lead the development and delivery of new client experiences — designed to serve clients who are building wealth, making financial decisions, and want access to trusted, high-quality advice without the barriers of traditional models.

This is not a traditional financial services role. You’ll be designing new services from scratch — building the team, defining the client journey, launching the operations, and using AI to scale personalized advice. You’ll collaborate with product, marketing, sales, and compliance to bring these services to life. Your main KPIs will be sky high NPS and improved client outcomes. Most importantly, you'll be responsible for delivering outcomes that matter: client clarity, confidence, and satisfaction, providing the most human, innovative and personalized advice to Canadians seeking financial freedom!

In this role, you’ll have the opportunity to:

Launch, lead and ship innovative new advice services with the aid of AI.

You will design and iterate on the model, team, workflows, and human-first client experience.

Partner cross-functionally with product, design, marketing, sales, and compliance to bring ideas to market.

Player-coach a team of financial planners and financial advisors, cultivating an environment to deliver 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.

A builder — you have deep experience in launching or scaling client-facing services or operations from the ground up in a fast-paced, ambiguous environment.

A service designer — you have a strong point of view on what great client experiences look like, and how to deliver them.

A collaborator — you partner deeply with cross-functional teams, including Marketing and Product, and ship impactful human-first projects.

A people leader — you’ve spent 2 years managing high-performing teams and know how to coach for excellence.

A systems thinker — you understand how to optimize workflows, segment clients, and balance personalization with efficiency.

A tech-forward operator — you’ve used tools like AI and automation to improve scale and consistency.

Industry background in financial services is not required — we welcome experience from consulting, consumer tech, healthcare, education, or anywhere exceptional service is delivered at scale.

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple for Business

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

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.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Manager - Pooled Wealth Management & Fee-Based Planning

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the Role

We’re reinventing financial advice to meet the needs of a new generation — people who want great advice, delivered simply, affordably, and on their terms.

As Manager, Pooled Wealth Management & Fee-Based Planning, you’ll lead the development and delivery of new client experiences — designed to serve clients who are building wealth, making financial decisions, and want access to trusted, high-quality advice without the barriers of traditional models.

This is not a traditional financial services role. You’ll be designing new services from scratch — building the team, defining the client journey, launching the operations, and using AI to scale personalized advice. You’ll collaborate with product, marketing, sales, and compliance to bring these services to life. Your main KPIs will be sky high NPS and improved client outcomes. Most importantly, you'll be responsible for delivering outcomes that matter: client clarity, confidence, and satisfaction, providing the most human, innovative and personalized advice to Canadians seeking financial freedom!

In this role, you’ll have the opportunity to:

Launch, lead and ship innovative new advice services with the aid of AI.

You will design and iterate on the model, team, workflows, and human-first client experience.

Partner cross-functionally with product, design, marketing, sales, and compliance to bring ideas to market.

Player-coach a team of financial planners and financial advisors, cultivating an environment to deliver 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.

A builder — you have deep experience in launching or scaling client-facing services or operations from the ground up in a fast-paced, ambiguous environment.

A service designer — you have a strong point of view on what great client experiences look like, and how to deliver them.

A collaborator — you partner deeply with cross-functional teams, including Marketing and Product, and ship impactful human-first projects.

A people leader — you’ve spent 2 years managing high-performing teams and know how to coach for excellence.

A systems thinker — you understand how to optimize workflows, segment clients, and balance personalization with efficiency.

A tech-forward operator — you’ve used tools like AI and automation to improve scale and consistency.

Industry background in financial services is not required — we welcome experience from consulting, consumer tech, healthcare, education, or anywhere exceptional service is delivered at scale.

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple for Business

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

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.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.