Wealthsimple · 23 hours ago
Director of Digital Advice
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As the Director of Digital Advice, you will shape the future of personalized financial guidance at scale, leading the strategic vision for digital advice offerings to enhance client value and drive asset growth.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Develop and implement a multi-year roadmap for Wealthsimple's digital advice offerings that significantly enhances client value and drives asset growth
Identify and execute on the next 5 major bets in digital financial advice that will differentiate Wealthsimple in the market
Transform how we provide investment advice and financial planning through digital channels to reach more clients effectively
Work collaboratively with product and tech teams to translate investment philosophy into engaging digital experiences
Collaborate with the VP of Wealth Management and Product leaders to develop and execute a transformative digital advice strategy
Identify emerging technologies and approaches to deliver personalized financial guidance at scale
Partner cross-functionally with marketing, sales, and product teams to create cohesive digital advice journeys
Translate client needs and market opportunities into innovative digital advice solutions
Drive growth in net deposits and assets under management through superior digital engagement
Qualification
Required
8+ years experience in the investment industry, with significant focus on building digital products in the wealth management industry - ideally digital advice offerings
Demonstrated success developing and implementing digital advice strategies that drove user engagement and AUM growth
Strong understanding of how technology enhances investment advice delivery and client outcomes
Experience working with product teams to translate financial concepts into engaging digital experiences
Ability to identify emerging trends in digital wealth management and translate them into actionable strategies
Outstanding leadership skills with a track record of building and developing high-performing teams
Exceptional communication abilities with the capacity to influence across technical and non-technical audiences
3-5 years leading small, high-impact teams or emphasizing experience building 0-to-1 initiatives with lean teams
Experience building digital products or scaled solutions in wealth management, fintech, or adjacent industries, with deep understanding of investment advice delivery
Preferred
Is passionate about revolutionizing how financial advice is delivered digitally
Has a proven track record scaling digital advice offerings at a fintech or wealth management firm
Thrives in fast-paced environments and enjoys cross-functional collaboration
Actively tracks and possesses deep knowledge of emerging trends in investing and financial planning, leveraging a robust network of industry contacts and relationships
Can balance regulatory requirements with pushing boundaries in digital advice delivery
Is energized by the opportunity to shape the future of digital wealth management
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.
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
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase