Product Marketing Manager, Wealthsimple
Households & Money Management
CA$116-145k
+ Equity
Senior and Expert level
Remote from Canada
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Open for applications
CA$116-145k
+ Equity
Senior and Expert level
Remote from Canada
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- This is a role suited for someone excited to work across product surfaces and client needs, from spending insights and financial organization to longer-term wealth building
- Experience with financial products — whether at a fintech or more traditional financial institution — is a strong asset, but curiosity, client empathy, and strong go-to-market fundamentals matter most
- You’ll thrive in this role if you enjoy balancing executional rigor with strategic thinking — and are energized by building products that simplify complex financial decisions for real people
- We’re looking for someone who thinks big, sweats the small stuff and keeps things simple
- 5+ years of experience in product marketing or adjacent marketing roles at high-growth technology companies
- Experience with financial products (fintech, banking, investing, or personal finance) is a strong plus, but not required
- Proven ability to develop go-to-market strategies, shape positioning, and translate strategy documents into live campaigns
- Comfort working with customer and product data to uncover insights, assess impact, and inform decisions
- Strong cross-functional collaboration skills. You enable others to do their best work and keep teams aligned
- Experience managing multiple stakeholders and moving work forward in fast-paced, ambiguous environments
- High attention to detail, ensuring accuracy and consistency across all client-facing materials
- A bias toward action and experimentation, with the judgment to know when to test versus scale
- A growth mindset and challenger mentality. You question assumptions and look for better ways to do things
- Fluency with AI tools that improve productivity, insight generation, and creative execution
What the job involves
- We are hiring a Product Marketing Manager to support our householding and money management experiences, including features that help families better understand, organize, and optimize their financial lives
- This role will play a meaningful part in driving the growth of Wealthsimple’s broader offering, spanning day-to-day money management, investing, and advice
- We are looking for a strategic and client-obsessed Product Marketing Manager to support our Households & Money Management product area
- In this role, you’ll help shape how millions of Canadians manage money together — translating product capabilities into clear, confidence-building narratives that help clients feel more in control of their financial lives
- You’ll be responsible for deeply understanding our clients, their household financial behaviors, and the broader market landscape — and turning those insights into positioning, messaging, and go-to-market strategies that drive adoption, engagement, and trust
- Working closely with a Product Marketing Lead and cross-functional partners across Product, Growth, Brand, Design, Data Science, and more, you’ll support major launches and lead initiatives end-to-end
- Support our largest go-to-market initiatives: Ensure major launches run smoothly by managing executional details across multiple stakeholders, embedding positioning across all client touchpoints, managing legal reviews, partnering with data teams to define success metrics, and synthesizing post-launch results and learnings
- Lead smaller and mid-sized launches end-to-end: Own go-to-market strategy for features and initiatives within householding and money management — from shaping positioning and launch plans to leading cross-functional execution across channels
- Become the voice of households and families: Develop a deep understanding of how individuals, couples, and families manage money together
- Lead client research and analyze internal data to uncover unmet needs, adoption barriers, and growth opportunities, and champion those insights across Product, Marketing, and Leadership
- Drive experimentation and iteration: Design and run scrappy experiments to test new ideas in messaging, feature framing, onboarding, or distribution, using results to inform whether and how to scale bigger bets
- Shape market and competitive understanding: Own regular scans of the money management and personal finance landscape, including competitors, emerging consumer behaviors, and regulatory or ecosystem changes that could impact how we serve households
- Stay ahead of industry and platform trends: Track trends across fintech, personal finance, and wealth management, proactively proposing new opportunities for product differentiation, thought leadership, or client education
- Operate as an AI-native marketer: Leverage AI tools to synthesize insights from sales, support, product feedback, and data, improving competitive tracking, sharpening positioning, and increasing the speed and quality of your output while helping upskill the broader team
- You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done
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
$397.9m
LATE VC
May 2021
$542.6m
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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