Product Manager

Role Overview

• 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

• 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

Tech Stack

• SQL
• Go

Benefits

• 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