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Tech Stack
Tools & technologiesGoSQL
About the role
Key responsibilities & impact- Own the product strategy and roadmap for a defined wealth management domain.
- Define clear problem statements, value hypotheses, and success metrics aligned to company objectives.
- Make prioritization decisions balancing client value, regulatory constraints, business impact, and delivery capacity.
- Bring deep, practical understanding of wealth management workflows (e.g., advisor operations, account lifecycle, trading, compliance, reporting).
- Anticipate regulatory and operational implications of product decisions.
- Serve as a trusted domain expert for Engineering, Design, Sales, and Client Success.
- Engage directly with wealth management firms, advisors, and internal stakeholders to validate problems and test solutions.
- Incorporate competitive and market insights specific to wealth technology.
- Translate customer needs into clear product direction and trade-offs.
- Translate strategy into an outcome-oriented roadmap.
- Communicate roadmap priorities, trade-offs, and rationale with clarity and confidence.
- Evaluate investments using data, learning, and business cases.
- Collaborate with Engineering, Architecture, Design, Client Success, Sales, and Operations.
- Act as the primary decision-maker for product direction within your domain.
- Remain accountable for outcomes through delivery and launch.
- Participate in go/no-go decisions, balancing quality, readiness, and client impact.
- Ensure releases are supported with appropriate enablement and success measurement.
- Define and track success metrics to measure adoption, efficiency, and client impact.
- Use data and customer feedback to refine strategy and priorities.
- Go beyond simple usage by building pipelines of AI agents that systematically take in customer feedback, write product specs, prototype concepts, and ship small features.
- Develop robust AI systems that the broader team relies on (e.g., automated monitoring of support tickets, NPS analysis, or sentiment tracking).
- Redesign how product ships by abandoning the previous status quo and leading new, AI-native ways of building products.
- Identify opportunities where AI can improve wealth management workflows or operational efficiency.
Requirements
What you’ll need- 3–6 years of Product Management experience in wealth management or closely related financial services domains.
- Hands-on experience with wealth management platforms, advisor tools, or dealer operations.
- Proven ownership of product strategy, roadmaps, and measurable outcomes.
- Experience operating in regulated environments with complex workflows and data.
- Strong understanding of modern product discovery and delivery practices.
- Excellent communication and stakeholder management skills.
- Must be able to point to entirely new technical skill sets developed through AI (e.g., writing SQL, conducting complex data analysis, building dashboards) to self-serve insights independently
Benefits
Comp & perks- Competitive compensation reviewed twice a year
- Robust health benefits, including yearly health care spending account available since day one and matching RRSP contribution program.
- Schedule flexibility - we know our employees have lives outside of work and don't mind if you need to run to a mid-day doctor's appointment or pick up a kid early from school!
- Regular social events (both in-person and virtual), care packages, team lunches, and more.
- Work From (Almost) Anywhere Policy: you can work from (almost) anywhere for up to 3 months.
- Vacation entitlement grows with your tenure
- Personal and Sick Days are provided to the whole organization
- Professional Development and Growth opportunities as we are in a high-growth mode including mergers and acquisitions, massive projects in the pipeline and constantly changing dynamics of post-pandemic reality
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
product strategyroadmap developmentdata analysisSQLAI systems developmentproduct discoveryproduct deliverymeasurable outcomescomplex workflowsdashboard building
Soft Skills
communicationstakeholder managementdecision-makingcollaborationproblem-solvingprioritizationaccountabilityclaritytrustworthinessadaptability