Wealth Operations Specialist
Core
Codify and automate the end-to-end workflows of Canadian wealth advisory practices (onboarding, KYC, reviews, compliance) by building specifications, configuring Maximizer, and defining AI agent prompts.
Role type
Senior IC wealth operations specialist (product & automation)
Builds
CRM workflows, automation templates, and AI agents for wealth management
Domain
Wealth management / Financial services
Deliverable
production ML models | product features
Required skills
Wealth management operations, KYC and compliance workflows, Maximizer CRM configuration, AI prompt engineering, stakeholder discovery, regulatory knowledge (Canadian)
Preferred skills
Experience with custodial systems, portfolio management tools, product management
Responsibilities
Map advisory practice workflows (onboarding, KYC, reviews), identify manual tasks for automation, configure Maximizer workflows and templates, write and validate AI agent prompts, conduct discovery sessions with advisors and operations teams, advise Product on build priorities
Seniority
Senior, hands-on IC
