Director of Product Marketing, Wealthsimple
Wealth Management
Salary not provided
Expert 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
Salary not provided
Expert level
Remote from Canada, US
1001+ employees
FintechB2CPersonal financeInvestingFinancial ServicesSocial Impact
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 10+ years in product marketing / GTM roles in technology-led organizations. Meaningful experience with investing, wealth and our finance products is a must
- 8+ years owning PMM strategy end-to-end (segmentation, positioning, GTM, lifecycle), ideally across multi-product portfolios
- Proven success driving measurable growth outcomes (e.g., upgrades, net deposits/AUM, conversion, retention) through experimentation and insight-led strategy
- 2+ years leading PMMs or cross-functional GTM workstreams; people management preferred, strong matrix leadership required
- Experience partnering deeply with Product + Research/Investment teams (or equivalent) to influence roadmap and define “right to win”
- Comfortable operating in regulated environments: you can make complex concepts simple, compliant, and human
- High craft bar across narrative, messaging, and execution — you can set strategy and get into the work when needed
- You’re a great cross-functional leader, but also love doing the work. You can hold your own with the leadership team, but also enjoy executing as an individual contributor as we grow the team and function
- You have strong relationship building capabilities and the ability to work cross-functionally and build bridges between the marketing organization and the R&D organization. You connect dot that others often miss and thereby help marketing channel teams and the R&D org come together to make “1+1 = 3”
- You have the ability to break down complex concepts so that they’re simple, clear, and human
- You thrive in a fast-paced environment with a bias towards action
What the job involves
- We are hiring for a Director, Product Marketing, Wealth Management to partner with R&D and marketing leadership to accelerate the growth of our Wealth Management offering
- In this role you will be expected to be a thought partner to senior Product and Investment Research leadership to develop the product’s value prop and our right to win in the category, develop the product narrative, building connected go-to-market strategies, identify growth opportunities, and work with a cross-functional team
- To develop and bring integrated marketing campaigns and iterative growth efforts to market
- You'll bring your expertise in developing the right value proposition, positioning, messaging, channel strategy and growth plans that drive adoption and sustained growth and resonate with existing and prospective clients
- Wealthsimple is evolving from “Managed” into Wealth Management, a platform that helps passive investors choose the right approach as their needs become more complex
- You’ll be accountable for building the GTM engine to support targets like: (1) upgrading hundreds of thousands of clients into Custom/Signature portfolios and scaling advice adoption; (2) Driving net deposits and cross-sold assets through a measurable, repeatable cross-sell engine; (3) Building category trust through clearer performance storytelling, education, and transparency
- Product scope: you will be responsible for marketing our portfolio line-up (Custom Portfolios, Signature Portfolios, Alternative Investments) and our personal advisor business (dedicated advice and on-demand advice)
- Own the Wealth Management narrative and architecture: Define how Self-Directed Investing, Custom, Signature, and Advice fit together as a single investing journey; clarify who each tier is for and why Wealthsimple wins
- Lead positioning & messaging across a portfolio: Create the value prop, segmentation, and messaging system that powers product experiences, lifecycle marketing, brand storytelling, and sales/advisor motions
- Build the cross-sell + upgrade engine: Partner with Product Engagement Marketing, Product, and Data to identify intent signals, design upgrade paths, and run continuous experiments
- Drive launches and always-on GTM: Own GTM strategy for launches and major iterations, including channel strategy, creative direction, and comms plans
- Raise trust through performance & transparency: Shape how we measure and benchmark our marketing efforts performance
- Be the market + client intelligence hub: Run client research and competitive intelligence (Canada + global best practices), translate insights into roadmap direction, and form conviction on what not to build
- Lead cross-functional operating rhythm: Create a tight cadence with Product, Investment Research, Growth, Brand, Comms, and Data — setting priorities, aligning stakeholders, and measuring impact
- Build and mentor a world-class PMM team: Set bar for craft, coaching, and execution excellence as the function scales
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
$405.3m
LATE VC
May 2021
$552.7m
LATE VC
Total funding: $1.3bn
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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