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Lead Product Manager, Client Onboarding Job in Canada
Wealthsimple , Canada

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1 Year
0 - 0
Job Type
Job Shift
Job Category
Requires Traveling
Career Level
As mentioned in job details
Total Vacancies
1 Job
Posted on
Feb 22, 2021
Last Date
May 22, 2021

Job Description

Wealthsimple is looking for an experienced, customer-focused Product Lead help make onboarding new clients seamless and scalable as possible.
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 1 million people using Wealthsimple products, we are the market leader in Canada, and we’re fast growing in the US and UK. Our team is working together to build one of the most innovative fintech companies in the world and 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.
More about the Client Onboarding team
We build the product experiences and platform that guide clients through their Wealthsimple onboarding journey from when they first download our apps to the moment they start investing, trading, or spending. To accomplish this, we’ve combined proprietary technology, leading third-party platforms, and a world-class user-experience to create onboarding that is fast, seamless, and delightful. Come join us and play an important leadership role in building the user-experience and platform that powers all Wealthsimple products as we onboard millions of new clients!In this role, you will:
  • Help set the product vision and strategy, and define and own the roadmap for how we onboard clients into our ecosystem.
  • Manage at least one other Product Manager while also owning and delivering a part of the roadmap directly.
  • Support a cross-functional team of engineers, designers, and data scientists.
  • Lead the planning, development, and launch of projects to streamline client onboarding; for example:
  • a) Develop a unified client onboarding platform that can be leveraged by our growing list of products (Cash, Invest, Trade, etc.)
  • b) Add, optimize, and experiment with different ways of collecting and verifying customer data (e.g., take a selfie, connect your bank account, etc.)
  • c) Build the connective tissue between Wealthsimple products to enable clients to adopt their second or third Wealthsimple product in seconds
  • d) Build tooling and automation to increase the efficiency of Customer Support and Operations teams that assist client onboarding
  • Build a deep understanding of our onboarding experiences, systems, processes, and partners and how they all fit together. Be opinionated about how we take these further to make them globally best-in-class.
  • Work closely with product design to create simple, smart, and inspiring user-experiences that reflect the needs of our customers - functional, educational, emotional and otherwise.
  • Establish and own a variety of metrics related to customer onboarding (e.g., rate of success for first-time funding, identify verification, bank linking, etc.).
  • Evaluate third-party technology vendors and develop business cases for how we can continue to boost our client onboarding rates trading off between efficacy, user experience, and cost.
  • Partner with other engineering teams and departments across the company (e.g. Operations, Legal and Compliance, Customer Support, and more) to build compliant, efficient, and industry-leading client onboarding experiences.
  • As a seasoned PM, help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture.
We're looking for someone who has:
  • A multi-year track record of building and shipping products that customers love, and experience across both customer-facing and platform product management. You’ve owned a complete product/platform or large parts of an offering and are comfortable leading large, complex, cross-functional projects.
  • Experience mentoring and coaching other PMs, and a passion for the craft. Bonus: You’ve managed PMs before.
  • A shipping mentality. We don't believe in spending forever analyzing and debating. The best way to validate something is to ship it so let's ship it, learn, and iterate.
  • Enough technical know-how to talk with engineers about architecture and technical considerations that impact product, and a desire to learn what you don’t know to help drive decision making.
  • A passion for financial inclusion and building products that increase access to financial freedom for everyone.
And someone who is:
  • A systems thinker that can distill many use-cases into a simple, elegant, generic solution or platform.
  • Able to navigate uncertainty and ambiguity and skilled at synthesizing actionable problems, insights, and requirements from raw, unstructured qualitative and quantitative data.
  • A thoughtful, critical thinker who follows a systematic and rigorous approach to problem solving.
  • An excellent communicator that can convey complex ideas succinctly and clearly.
  • Scrappy and comfortable flexing into different roles to support your team. For example:
  • a) Business model and business case development
  • b) Workflow and operational process development
  • c) Negotiation with external vendors, regulatory bodies, and more
  • d) Project management
  • Naturally collaborative and empathetic leader comfortable working with a diverse group of stakeholders, making sure every voice is heard.
  • Passionate about creating simple and elegant user-experiences. You can’t help but critique the UX of the apps you use.
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.

Job Specification


Information Technology and Services - New York City, United States