Senior Product Manager, Wealthsimple
Activities & Balances
CA$151.2-189k
Salary in CAD, may vary in other locations + Equity
Mid and Senior level
Remote from Canada, US
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Open for applications
CA$151.2-189k
Salary in CAD, may vary in other locations + Equity
Mid and Senior level
Remote from Canada, US
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 4+ years of product management experience, ideally in customer centric, highly technical domains
- Strong technical background, ideally with a computer science, engineering, or equivalent foundation, and comfort collaborating deeply with senior engineers
- Fast learner with a demonstrated ability to ramp quickly on complex systems, data models, and architectures
- Ability to communicate complex concepts simply to both technical and non-technical audiences, creating clarity in ambiguous and highly technical problem spaces
- Ability to come up with creative changes to requirements to deliver value to clients while reducing technical complexity
- Collaborative, low-ego working style, with a bias to roll up your sleeves, ask questions, and build strong relationships across engineering, data, operations, and other product teams
- Proven track record of shipping platform capabilities (APIs, shared services, or internal tools) that unlock value for multiple product teams or domains with experience leading large-scale migrations or replatforming efforts
- Comfort operating in a fast-paced, high-change environment, with the ability to adapt quickly, make thoughtful trade-offs, and keep teams aligned on what matters most
What the job involves
- The Financial Data team builds and operates the platform that powers client balances, statements, activity feeds, and core financial metrics across Wealthsimpl
- We focus on delivering a reliable, real-time, and extensible foundation that other product teams can safely build on top of. The Activities domain sits at the heart of this platform, transforming raw events into clear, auditable timelines of what’s happened in a client’s account
- You’ll join a high-impact, highly technical team that partners closely with engineering, data, operations, and other product teams to ship infrastructure that quietly does the right thing at scale
- As the Senior Product Manager for Activities & Balances, you’ll own the vision, strategy, and roadmap for the platform that transforms raw financial events into clear client activities and accurate balances across Wealthsimple
- Reporting to the Lead PM, Financial Data, you’ll ensure we have a strong technical foundation — data models, pipelines, APIs, and tooling — that makes it easy for teams across Wealthsimple to build consistent, trustworthy client experiences on top of Activities and Balances
- You’ll work closely with the Core Balances and Financial Accounting & Metrics (FAM) engineering teams to design how activities flow through our systems, how they materialize into balances, and how they support mission-critical use cases like statements, tax, and financial metrics
- This is a client centric platform-style role that will require migration and legacy tech deprecation management, where you’ll lead the transition to our next-generation Financial Data stack while minimizing client and operational risk
- Own the end-to-end Activities and Balances domains (models, pipelines, APIs, contracts, and UX principles) that power client activity and balances across Wealthsimple products
- Define and drive the roadmap for the global activity feed and balance experiences, ensuring they are accurate, performant, and consistent across platforms, currencies, and account types
- Build and maintain clear rules for different balance types, making it obvious to both internal stakeholders and clients what they can do with their funds and why
- Act as the bridge between deep technical systems and the client experience, translating complex trade-offs into simple, intuitive flows and always keeping client trust and clarity at the center of decisions
- Own the pipeline that transforms activities into balances, including how it integrates with other services, and downstream consumers
- Lead major platform migrations, deprecating legacy activity and balance systems and moving use cases onto a unified Financial Data foundation with clear milestones and risk management
- Partner deeply with engineering to design data flows that support balances, statements, tax, and financial metrics with strong correctness and observability
- Collaborate with other PMs and product teams to understand their needs and solve their problems in reusable ways rather than one-off features
- Set and monitor key health metrics (e.g., activity and balance freshness, correctness, performance, developer experience) for Activities, Balances, and use them to prioritize trade-offs and investments
- Dig into the details of data models, logs, and edge cases to understand issues, validate hypotheses, and support engineering in debugging and remediation
- Champion platform thinking and best practices, helping teams adopt new capabilities, align on patterns, and ship changes safely in a high-change environment
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratise investment management. These companies are disrupting the industry by automating many of the processes involved in investment, removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Top investors
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$400.6m
LATE VC
May 2021
$546.2m
LATE VC
Total funding: $1.2bn
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(Co-Founder & CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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