Product Manager, Nest Wealth
CA$90-110k
Digital wealth management platform
Job no longer available
Digital wealth management platform
21-100 employees
Job no longer available
CA$90-110k
21-100 employees
Company mission
To change the way Canadians invest.
Role
Who you are
- Experience working on B2B products
- Experience building Financial Planning Products
- Experience in the financial planning industry, with designations such as CFP (Certified Financial Planner), PFP (Personal Financial Planner), or QAFP (Qualified Associate Financial Planner), is a plus
- Empathy for financial advisors in North America and Europe
- Experience with 0-1 Products
- Experience with GTM as we'll be building and bringing a new product to market
- Passion for the fintech space
What the job involves
- In January 2024, Nest Wealth was acquired by Objectway Group, a leading global fintech provider of products across the wealth management and asset management value chain. Armed with global distribution and a robust product suite, we are looking to hire a Product Manager to help fuel the next phase of our growth
- This Product Manager opportunity will focus on our Financial Planning products
- Currently, a leader in the Canadian Financial Planning space, Nest Wealth is looking to expand our capabilities for Financial Advisors and End-Investors
- This role will require exceptional empathy for Financial Advisors and End-Investors across the North American and European markets as well as deep knowledge of the financial planning industry
- You will create high-quality products customers love using strong analytical ability, attention to detail and excellent communication skills
- You’ll partner with different cross-functional teams and have a high degree of autonomy
- While working closely with a Senior Product Designer and a Tech Lead, you will focus on the end-to-end product development cycle
- You need to be a strong team player, helping execute on our outcome-based product roadmaps to create a best-in-class experience. You will manage the prioritization and trade-offs between customer experience and time-to-market
- Deliver customer value: Create & deliver products to market while always focusing on experience: Combining desirability, feasibility and viability
- Test & learn: Run continuous discovery cycles, test new concepts, document, prototype, and rapidly iterate
- Develop customer empathy: Constantly seek out ways to be in front of customers and learn more about them and their business
- Dive into the Financial Planning and Wealth Management domain: Research the market, meet with customers and customer-facing teams, and understand their goals, pain points, and where customers are struggling to maximize their business
- Break down initiatives: Create smaller actionable hypotheses and experiments to validate value delivery
- Balance productivity and planning: Drive your agile team to get meaningful work done while doing discovery and planning for the next most important work
- Prioritize usability and tech debt: Strike the delicate balance while executing product work
- Evaluate and provide input on trade-offs: Work with stakeholders to provide feasible options
- Align priorities and decisions: Be the team’s primary aligner of priorities, product decisions, and implications, ensuring all levels of the organization understand and are in sync
- Data-driven decision-making: Utilize data to inform decisions and report on progress to stakeholders, ensuring transparency and alignment
- Provide strong leadership: Exhibit excellent verbal and written communication, strong time management capabilities, and strong presentation, negotiation, and prioritization skills
- Work independently and as part of a team: Maintain multiple project activities and deliverables
- Investigate, analyze, and problem-solve: Use critical thinking to solve problems
- Collaborate with Marketing: Work closely with the marketing team on positioning, pricing, product awareness, and customer education through activities like webinars to ensure successful product launches
Application process
- 30-minutes “get to know you” interview with HR team member
- 60-minutes with a Product Designer, Product Manager, and Software Engineer. Goal: assess skills & abilities to do the job
- 60-minutes with Group Product Manager and Sr. PM Goal: assess values alignment & ability to work with the team
- Our ideal time-to-hire is 35 days, we try our best to provide an efficient, engaging and enjoyable interview experience
- All interviews are over video via Google Meet (must have video/internet capabilities)
Our take
Humans are only capable of analyzing so much financial information, and therefore in recent years, many investors have sought out innovative technology to access personalized wealth advice. Portfolio robo-advisors and business process automation tools are commonly used to reduce errors, and operational costs, and increase profits, but these are generally fragmented and not always accessible.
Nest Wealth leverages innovative technology to provide personalized wealth advice and management tools to financial institutions, individual investors, financial advisors, and employers. Through its unified technology-driven approach to digital wealth solutions, the company aims to reduce financial risk, diversify investment portfolios, automate financial processes, and ultimately facilitate its clients to scale their operations.
Now , as the leading Canadian provider of digital wealth solutions, Nest is entering a new chapter. It was recently acquired by global fintech player Objectway, setting the stage for even bigger things ahead. With Objectway's backing, Nest will bring its smart onboarding and financial planning tools to more clients across North America (and even expand into Europe). It's a big move that keeps Nest's momentum going while opening up new doors for growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-16% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jul 2020
$50m
LATE VC
May 2017
$6.4m
EARLY VC
Total funding: $57.9m
Company benefits
- Health care benefits
- Employee stock options
- Education support
- Professional development
Company HQ
West Queen West, Toronto, ON
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