
Manager, Change Readiness - Client Experience Operations
Wealthsimple ยท Canada
- Hybrid
- Full-time
- CA$145,000 / year
- Canada
Job highlights
- Lead change readiness for client experience operations.
- Develop and own end-to-end change strategy.
- Drive enablement across diverse delivery methods.
- Partner with stakeholders to manage change pipeline.
- Define and track key performance metrics.
About the role
Build something people love
Wealthsimple's mission is to help everyone achieve financial freedom โ by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built โ and we're just getting started. Read our Culture Manual and learn more about how we work.About The Team
Wealthsimple's Client Experience Operations is home to the teams that keep our support organization running at a high bar: operations, technology, workforce management, quality, and enablement all sit under the same roof. This role lives on the enablement side, within a group focused on the capabilities of our support workforce: how agents learn, how they absorb change, how they perform, and how they stay engaged.About The Role
Reporting to the Senior Manager of Performance & Engagement, you'll lead a small, high-leverage team and own the infrastructure that keeps our support workforce ahead of change. Every product launch, workflow update, and new piece of tooling is a change management event for a distributed workforce with different operating realities, learning preferences, and needs. The volume and speed of change doesn't slow down, and our capability to meet it needs a dedicated leader to take it to the next level. This role is a step-change investment. You'll be building on foundational work to design a more repeatable, measurable, and strategically coordinated capability โ one that can scale with the pace of change Wealthsimple is moving at. In this role, you'll have the opportunity to:- Own our change readiness strategy end-to-end: The intake system, the unified change calendar, and the frameworks that determine what gets prioritized and when. Bring changes together in a way that feels logical and sequenced for our team, not like a flood of disconnected updates.
- Drive our enablement approach across a range of delivery methods, from recurring micro-learning and structured briefing content for frontline leaders to large-scale special projects tied to major product launches, tool migrations, or workflow transformations.
- Function as an internal consultancy for our support leaders and operators, equipping subject matter experts and domain leads to translate change into agent-ready content quickly and clearly, amplified by a high-output internal design team.
- Partner closely with release readiness and workflow optimization teams to stay ahead of the change pipeline and make smart trade-offs with senior stakeholders.
- Define and track the metrics that matter: Time-to-ready, agent confidence, and learner satisfaction. You stay close to the agent experience, gather feedback, and use it to sharpen the program's approach in real-time.
What you'll bring:
- A track record of building or significantly maturing change enablement infrastructure inside a fast-moving support or customer service organization. You know how to shape a mandate, prioritize ruthlessly, and connect your team's output to what the business actually needs to move.
- Strong stakeholder management skills. You're comfortable making trade-off calls with senior leaders, pushing back when intake exceeds capacity, and wrangling cross-functional teams to deliver a unified, coherent experience for agents rather than a patchwork of disconnected programs.
- Sharp project and program management instincts, built for speed. In this environment, projects move in weeks, not quarters. You know how to scope, sequence, and land work fast without sacrificing quality.
- Enough fluency in instructional design to give sharp creative direction. You don't need to build the content yourself, but you know what great looks like and can get a team there.
- Experience leading people. You know how to get the best out of a small, high-output team and you're invested in their development.
- Enthusiasm for AI tools and what they unlock. This role sits at the intersection of agent enablement and AI-powered tooling adoption, and your energy around that will set the tone for the team.
Nice-to-haves:
- Experience working in fintech, financial services, or another regulated, high-velocity environment.
- Familiarity with change management frameworks applied in a support context.
- Background working with or alongside BPO partners.
- Hands-on experience with AI-assisted content or enablement tools.
Why Wealthsimple?
- ๐ธ Top-tier health benefits and life insurance
- ๐ Long-term group savings with employer match, through Wealthsimple for Business
- ๐ด 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
- โ๏ธ 90 days away: work outside Canada for up to 90 days per year
- ๐ฅ Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
- ๐ We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI
**Technology & Innovation at Wealthsimple:** We move quickly and build thoughtfully. That means we're always looking for better ways to work โ whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. **Inclusion Statement:** We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. **Accessibility Statement:** We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know โ we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. **AI in Hiring:** We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment โ all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us. Compensation Range: CA$116K - CA$145KKey skills/competency
- Change Management
- Enablement Strategy
- Customer Support Operations
- Instructional Design
- Stakeholder Management
- Project Management
- Team Leadership
- AI Tools Adoption
- Performance Metrics
- Content Development
Skills & topics
- Manager
- Change Readiness
- Client Experience
- Operations
- Enablement
- Customer Support
- Fintech
- Team Leadership
- Strategy
- Project Management
How to get hired
- Tailor your resume: Highlight experience in change management, customer support operations, and team leadership. Quantify achievements related to building or maturing enablement infrastructure.
- Showcase stakeholder management: Provide examples of successful collaboration with senior leaders and cross-functional teams. Emphasize your ability to make trade-off decisions and manage intake effectively.
- Demonstrate speed and quality: Detail your project and program management experience, focusing on fast-paced environments where projects are completed in weeks. Mention your ability to scope, sequence, and land work efficiently without sacrificing quality.
- Highlight instructional design and leadership: Showcase your experience in providing creative direction for content and leading small, high-output teams. Express enthusiasm for AI tools and their application in enablement.
- Research Wealthsimple's culture: Understand their mission, values, and focus on financial freedom. Align your application and interview responses with their emphasis on speed, ownership, and caring for users.
Technical preparation
Familiarize with change management frameworks.,Review instructional design principles.,Understand support operations metrics.,Explore AI tools for enablement.
Behavioral questions
Describe leading a team through significant change.,How do you prioritize competing change initiatives?,Share an example of stakeholder management success.,How have you used feedback to improve a program?
Frequently asked questions
- What is the primary focus of the Manager, Change Readiness role at Wealthsimple?
- The Manager, Change Readiness role at Wealthsimple focuses on owning and scaling the change readiness strategy for the Client Experience Operations team. This involves building and managing the infrastructure that ensures support agents are prepared for product launches, workflow updates, and new tooling, ultimately aiming to deliver a unified and effective change experience.
- What are the key responsibilities for the Manager, Change Readiness at Wealthsimple?
- Key responsibilities include owning the end-to-end change readiness strategy, driving enablement across various delivery methods, acting as an internal consultancy for support leaders, partnering with release readiness teams, and defining/tracking metrics like time-to-ready and agent confidence. You will also lead a small team and manage intake systems.
- What kind of experience is Wealthsimple looking for in a Manager, Change Readiness candidate?
- Wealthsimple is seeking candidates with a proven track record of building or maturing change enablement infrastructure in fast-paced support or customer service environments. Strong stakeholder management, sharp project/program management skills, instructional design fluency, people leadership experience, and enthusiasm for AI tools are essential. Experience in fintech or regulated environments is a plus.
- How does Wealthsimple approach change management for its support teams?
- Wealthsimple aims to bring changes together logically and sequentially for their support team, avoiding a 'flood of disconnected updates.' They leverage various delivery methods, from micro-learning to special projects, and partner closely with internal teams to stay ahead of the change pipeline. The goal is to ensure agents are agent-ready for all changes.
- What are the 'nice-to-have' qualifications for this role at Wealthsimple?
- Nice-to-have qualifications include experience in fintech, financial services, or regulated high-velocity environments, familiarity with change management frameworks in a support context, background working with BPO partners, and hands-on experience with AI-assisted content or enablement tools.
- What is the compensation range for the Manager, Change Readiness position?
- The compensation range for this role at Wealthsimple is CA$116K - CA$145K annually.
- How does Wealthsimple use AI in its hiring process for roles like Manager, Change Readiness?
- Wealthsimple may use AI tools to assist with parts of the hiring process, such as reviewing applications and analyzing resumes. However, human judgment remains central, and all final hiring decisions are made by people. If you have questions about data usage, you are encouraged to reach out.
- What opportunities for growth exist for a Manager, Change Readiness at Wealthsimple?
- This role represents a 'step-change investment' in building a scalable, repeatable, and strategically coordinated change readiness capability. The opportunity involves leading a high-leverage team and significantly maturing an essential function within a fast-growing fintech company, offering substantial impact and leadership development.