Product Manager
Core
Building the CRM and AI operating system for wealth management by creating a single source of truth for clients' financial data scattered across custodians, back-office platforms, and data lakes.
Role type
Senior Product Manager (Data Integrations & Wealth Tech)
Builds
Maximizer CRM and AI operating system for wealth management advisors
Domain
Financial Services / Wealth Management / Data Integration
Deliverable
production ML models | product features
Required skills
Data integration strategy, API/SFTP/batch file acquisition, canonical schema definition, data quality & reconciliation, pilot program management, B2B SaaS product management, financial data domain knowledge
Preferred skills
Experience with NBIN, Fidelity Clearing Canada, Croesus, Univeris, Dataphile, NDEX, Fundserv, APEXA, iPipeline/WealthServ, Wealthica, or Flinks
Responsibilities
Own roadmap for ingesting wealth and insurance data from diverse sources; build repeatable integrations into enterprise data lakes; define canonical schemas for accounts, holdings, and policies; choose acquisition methods per source; own end-to-end data quality and security posture; run new source pilots; support leadership in partner feasibility conversations; translate integrations into visible product value.
Seniority
Mid-Senior, hands-on IC
