Product Manager, Wealthsimple
Transfers Platform
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- This role is a great fit for someone who loves solving operational problems, diving into data, and building scalable systems that drive meaningful impact
- Experience with process management — you know how to map workflows, identify bottlenecks, and find opportunities to make them more efficient
- Strong analytical and problem-solving skills, with comfort diving into data to inform decisions
- Curiosity about how complex systems work and a drive to make them simpler
- A knack for building or improving tools and systems that make operational processes faster and more reliable
- Comfort navigating complex organizations and collaborating across teams to get things done
What the job involves
- We’re looking for a Product Manager to help evolve the Transfers Platform — the foundation that powers thousands of account transfers each day
- You’ll work closely with our Operations and Engineering teams to improve the tools, systems, and processes to support institutional transfers at scale
- Own the vision for our complete money transfer system, understanding both our software and the manual workflows where our team coordinates with Other Financial Institutions
- Partner with Operations and Engineering to understand how transfers work today — from client initiation to settlement — and identify where tools and automation can make the biggest impact
- Support discovery, planning, and delivery of improvements across the Transfers Platform, helping make Wealthsimple’s transfer systems more scalable, efficient, and reliable
- Develop a deep understanding of Canada’s institutional transfer ecosystem (ATON, CDS, Fundserv, DTC, etc.) and how Wealthsimple’s systems interact within it
- Use data and feedback to identify bottlenecks, inform prioritization, and measure the impact of platform investments
- Contribute to the future of how accounts move across Canada, as Wealthsimple works with banks and industry partners to modernize the transfer experience for everyone
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
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$395.6m
LATE VC
May 2021
$539.5m
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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