Staff Product Manager, Consolidation

Wealthsimple is Canada’s leading financial innovator, offering financial products across managed investing, trading, cryptocurrency, tax filing, spending, and saving. The Staff Product Manager will lead the strategy, roadmap, and execution for expanding Wealthsimple’s appeal to high-net-worth clients, evolving the Tiers program, and building personalized experiences that encourage clients to consolidate their financial lives with the company.

Responsibilities:

• 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

Requirements:

• 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
• 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
• A rigorous thinker. You don't skip steps. You work through problems systematically, and you know the difference between a good answer and a fast one
• Scrappy, and happy to wear different hats. Sometimes that means building a business case. Sometimes it's mapping a workflow. Sometimes it's sitting across the table from a vendor or regulator and negotiating the details
• A clear communicator. You can take something complicated and make it simple, without losing what matters
• A collaborative, empathetic leader. You know how to work with a wide range of stakeholders and make sure everyone's voice actually gets heard
• Bonus: Experience building, shipping, iterating and growing products from 0 to 1 over multiple years. We know building new client experiences that client love will require a sustained multi-year effort