Staff Product Manager, Consolidation
Core
Define product vision and strategy to win high-net-worth clients by evolving the Tiers program and creating personalized experiences that compel clients to consolidate their financial lives with Wealthsimple.
Role type
Staff Product Manager (High-Net-Worth Client Acquisition & Consolidation)
Builds
Wealthsimple's Tiers program (Premium and Generation), onboarding journeys, and in-product consolidation experiences for high-net-worth clients.
Domain
Fintech / Wealth Management / Consumer Banking
Deliverable
product features
Required skills
Product vision and strategy definition, end-to-end roadmap ownership, cross-functional leadership, technical fluency (architecture and tradeoffs), systems thinking, data-driven problem solving, stakeholder management, clear communication, scrappy execution.
Preferred skills
Experience building products from 0 to 1 over multiple years, experience in financial services or wealth management.
Technologies
None explicitly listed
Responsibilities
Define product vision and strategy for high-net-worth client acquisition; lead planning, development, and iteration of the Tiers program; build personalized in-product experiences for client consolidation; manage the funding and consolidation funnel from first session to fully consolidated relationship; partner with cross-functional teams (Engineering, Design, Data Science, Marketing, Operations, Legal, Compliance); elevate the Product Management practice and foster team culture.
Seniority
Staff, hands-on IC with strategic scope