Manager, Product Specialists

Toronto or Remote (Canada)

Wealthsimple logo


Wealthsimple is the simple way to grow your money like the world's most sophisticated investors. No-maintenance portfolios, expert investment advisers and low fees.

View all employer listings

Apply now Apply later

Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. With over $15B assets under management and more than 1 million people using Wealthsimple products, we're the market leader in Canada.
Our team is working together to build one of the most innovative fintech companies in the world. We're looking for talented people who want to help us move fast, ship often and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone.
Read our Culture Manual to learn more about us and how we work.
Our client success team works closely with every part of Wealthsimple, learning the intricacies of how we build products, manage clients' money, and most importantly keep clients happy through direct engagement. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client. 

In this role, you will have the opportunity to:

  • Develop deep understanding of Wealthsimple products
  • Mentor and coach a team of product specialists; help build skills and drive team performance
  • Lead quarterly business review and set/review team OKRs - objective and key results
  • Build relationships cross departmentally (Product, Engineering, Client Experience, etc..) at the leadership level to amplify the voice of our client
  • Actively get your hands dirty and work alongside the product specialists to help prioritize opportunities with our stakeholders

We're looking for someone who:

  • Wants to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission and are persistent in getting the job done
  • Possesses a passion, curiosity, and energy for finance + investing + technology. You understand the ins and outs of the wealth management, trading, and more importantly - know how to explain these concepts simply. This passion means you are constantly learning and trying to achieve mastery over any subject domain you explore.
  • Thrives in ambiguous environments. Wealthsimple is a fast paced environment and we need to be nimble and we need to be comfortable making good decisions with the available data/evidence
  • Has a proven track record of success (which can be backed up with measurable results)

Skills and experience we're looking for:

  • Technical expertise - You are very comfortable using technology and understanding how things work.
  • Product management - You may not be a product manager, but are familiar with how product lifecycles operate and are good at working within our product management process
  • Proactiveness - Takes full ownership over work and proactively seeks help and input when needed
  • Curiosity - Approaches all situations with a growth mindset, willing to explore, learn and establish themselves as an expert in critical areas of the role
  • Communication - You understand that in this role you will need to work directly with different leadership groups to help communicate the product requirements and roadmap. This involves pulling information from data sources, clients and team members, synthesizing this information, building stakeholder relationships, and then building the business case to drive the product forward.
  • 3+ years leadership experience
  • Proficient with SQL (experience with Zendesk Explore is an asset)
  • Has experience working with product and engineering organizations
  • Client-facing experience and/or experience within tech is an asset
At Wealthsimple, we embrace difference. We believe that getting to the best outcomes requires diverse perspectives and backgrounds. We create space where all voices can be heard so that we can all do our life's best work. We’re committed to openness, curiosity and creating an inclusive culture as we know that diverse teams build better products and generate better ideas. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.
We will be accepting applications until Tuesday, January 11th at 5:00pm ET.
Job perks/benefits: Career development
Job region(s): North America
Job stats:  1  1  0
  • Share this job via
  • or

Explore more Remote Work and WFH career opportunities