Staff Product Manager, Wealthsimple Premium

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 $155 billion in assets under administration.

About the team

Our team, Consolidation, owns the first mile of the Wealthsimple relationship: onboarding, the homescreen + first layer of the app, and our Tiers program (Premium and Generation). Our job is to get new clients in the door, funded, and consolidating more of their financial life with Wealthsimple.

What you'll do

• Help define the product vision and strategy for how Wealthsimple wins and serves high-net-worth clients, and own the roadmap to bring it to life.

• Lead the planning, development, launch, and iteration of a step change in our Tiers program. The service, product depth, and recognition that makes a client choose us as their primary financial institution.

• Build the personalized experiences that compel clients to consolidate: understanding a client's current financial life and making the case, in-product, for moving it to Wealthsimple.

• Working across the funding and consolidation funnel end to end, from a client's first session through to a fully consolidated relationship. Crafting the right incentives, onboarding journey, and product experiences along the way.

• Support a cross-functional team of engineers, designers, and data scientists as we collectively explore new ways of working.

• Partner deeply with other product teams and departments across the company (e.g. Marketing, Operations, Client Experience, Legal and Compliance, and more). You'll own a meaningful piece of this directly and influence a much larger piece through others.

• Help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture.

Skills you bring

• Years of shipping products people actually love , across both customer-facing and platform work. You've owned a product (or a big chunk of one) and know how to lead complex, cross-functional projects without losing momentum.

• A bias to ship. We don't do endless debate. The fastest way to know if something works is to put it in front of clients , so we ship, learn, and iterate.

• Enough technical fluency to keep up with engineers , you can talk architecture and tradeoffs, and you're hungry to learn what you don't know yet so you can make better calls.

• A real belief in financial inclusion , you want to build things that give more people access to financial freedom, not fewer.

Who you are

• A systems thinker. You can take a messy pile of use cases and distill them into one simple, elegant solution.

• A strong technical partner. You work hand-in-hand with engineering to turn a logical design into a real technical architecture.

• Comfortable in the grey. You can take raw, messy data (qualitative or quantitative) and pull out the actual problem, the real insight, the requirement that matters.

Why Wealthsimple?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS