Product Manager, Transfers Platform

6 days ago

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Logo of Wealthsimple

Wealthsimple

Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year

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