Wealthsimple · 14 hours ago
Staff Product Designer, Client Experience Operations
United States
Full-time
Remote
Lead/StaffWealthsimple is on a mission to help everyone achieve financial freedom by reimagining financial management. They are seeking a Staff Product Designer to lead design efforts for client experience operations, focusing on creating AI-powered tools that enhance client interactions and support agent efficiency.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Own and lead CXO design, contributing to conversations and direction of the product roadmap and strategy
Partner closely with engineering, data science, and product management to find refined but practical solutions to design challenges
Lead design for internal and client-facing AI-powered tools that empower our customer experience agents and improve client interactions
Create multiple concepts and prototypes, recognizing when meticulous attention to detail is needed and when low-fidelity sketches are adequate for visualizing ideas
Listen to users to develop the right product strategy and find solutions that delight our customers
Leverage data to inform your design solutions
Understand the strategic direction and vision for your working areas and ensure all UX efforts are aligned with that direction
Establish yourself as a subject matter expert in customer experience tooling and AI-powered solutions
Stay on top of industry trends and emerging technologies to integrate innovative solutions into our product design
Qualification
Required
Track record of systems design and strong UX-thinking
Passion and knowledge of AI tools and AI workflows
Proven ability to turn complex problems into simple experiences
Strong collaboration skills across design, product, and engineering to ship high-quality experiences quickly and at scale
Can effectively communicate ideas and project direction to internal teams and stakeholders
Experience leading user research and translating insights into actionable design solutions
Ability to work independently, biasing towards action to drive projects forward
Knowledge and interest in front-end technologies
Benefits
Competitive salary with 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
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
Founded in 2014
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Calgary Herald
2026-01-08
Globe and Mail
2025-12-25
Company data provided by crunchbase