Wealthsimple

Financial Services

SeniorProgramManager,BrokerageAutomation

CA$152–190k Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Program Manager, Brokerage Automation at Wealthsimple. Skills: Program management, Business transformation, Technical program management, Automation. Drive operations transformation. Reimagine Brokerage workflows”

What You'll Achieve.

Drive holistic workflow improvements; Execute transformation initiatives flawlessly; Ensure alignment with leadership; Create visibility into transformation impact; Achieve highly efficient ways; Report on ROI; Report on operational efficiency

Industry & Context.

Financial Services
Problems you'll solve

Challenge assumptions; Suggest new ways

What They're Looking For.

Must Have

5+ years program management, 5+ years business transformation, 5+ years technical program management, Conceptual understanding of software and AI systems, Familiarity with back-office operations, Familiarity with workflow optimization

Nice to Have

Fintech experience preferred, Financial services experience preferred

What You'll Do.

Drive operations transformation

Reimagine Brokerage workflows

Develop process optimization roadmap

Align processes with priorities

Liaise between Brokerage and technical teams

Translate operational needs into requirements

Lead back office transformation strategy

Use AI agents and tooling

Develop impact metrics and dashboards

Drive program lifecycle

Manage project roadmaps

Hold teams accountable

Evaluate potential initiatives

Track and measure ROI

Analyze back-office process gaps

Design scalable automation

Design AI-driven workflows

Communicate technical constraints

Partner with senior leaders

Build consensus on priorities

Develop program documentation

Maintain operational frameworks

Develop change-management playbooks

How You'll Work.

Team & Collaboration

Cross-functional teams; Senior leaders; Brokerage stakeholders; Engineering teams; AI Builders

Communication Scope

Translate technical concepts; Convey strategy; Precision requirements

Process & Methodology

Program management, Project management, Roadmap management, Cross-functional accountability

Full Job Description

BUILD SOMETHING PEOPLE LOVE Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. As a Senior Program Manager, Brokerage Automation, you will act as the vital bridge between Wealthsimple’s Brokerage functions and our technical teams (Engineering and AI Builders). Reporting to the VP, Head of Capital Markets & COO, you will not just manage tasks, but strategically architect, prioritize, and translate business operational needs into technical requirements, ensuring large-scale transformation initiatives are executed flawlessly. Your primary focus will be driving holistic workflow improvements and technical integrations that directly impact back-office operations. You are the translator who understands enough about how AI and systems are built to have deeply credible conversations with engineers, while keeping a sharp eye on project tracking, impact, and timelines. WHAT YOU'LL DO - Drive operations transformation: Reimagining workflows across the Brokerage functions. Develop a clear roadmap for optimizing your processes in these functions, ensuring alignment with leadership and organizational priorities. - Bridge Business and Tech: Act as the primary liaison between Brokerage stakeholders and technical teams (Engineering and AI builders). Translate complex back-office operational needs into clear, actionable technical requirements. - Be a tru

Free ATS check

Applying for this Senior Program Manager, Brokerage Automation role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Ashby

  • Ashby is a fast modern ATS — most applications take under 3 minutes.
  • The resume parser is strong; verify parsed experience dates and job titles.
  • Custom screening questions are often scored algorithmically — answer completely.
  • Location field affects geo-based screening; use your actual metro area.

ANONYMOUS · UNFILTERED

What do employees actually say about Wealthsimple?

Real rants from real employees. Read before you apply.

Read Company Rants →