Wealthsimple

Staff Product Designer, Client Experience Operations

Posted Yesterday

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2 Locations

Remote

Mid level

Financial Services

The Role

Lead design initiatives for AI-powered tools to enhance client support and user interaction, collaborating with cross-functional teams.

Summary Generated by Built In

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 $80 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 team

The Client Experience Operations (CXO) team is focused on improving the efficiency and effectiveness of client support agents. We’re looking for a Staff Designer who thrives at the intersection of systems, experience, and technology — someone eager to shape how our teams and clients interact through intuitive, AI-powered tools.

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

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.

What you’ll bring:

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

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!

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple

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.