Wealthsimple
Financial Services
SeniorProgramManager,BrokerageAutomation
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“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.
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
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