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Director, Product Marketing, Wealth Management

1 month ago
Canada
Full-time
Executive
Product Marketing Manager
Marketing and Growth
Apply Now
Wealthsimple

Wealthsimple

Wealthsimple offers smart investing products and personalized advice to build long-term wealth. They provide low-fee managed investing, commission-free trading, and high-interest chequing and savings accounts. With Wealthsimple, your investments are on...

Capital Markets
251-1K
Founded 2014
$896M raised
View All Jobs 6

Description

  • Partner with senior Product and Investment Research leadership to define the product’s value proposition and “right to win” in the Wealth Management category.
  • Own the Wealth Management narrative and architecture, clarifying how Self-Directed Investing, Custom, Signature, and Advice fit together as a single investing journey.
  • Lead positioning, segmentation, and messaging across multi-product portfolios to inform product experiences, lifecycle marketing, brand storytelling, and sales/advisor motions.
  • Build and iterate a cross-sell and upgrade engine by partnering with Product Engagement Marketing, Product, and Data to identify intent signals, design upgrade paths, and run continuous experiments.
  • Own GTM strategy for launches and major product iterations, including channel strategy, creative direction, communications plans, and always-on marketing.
  • Run client research and competitive intelligence (Canada + global best practices) and translate insights into roadmap direction and marketing priorities.
  • Define and measure marketing performance and benchmarks to raise trust through clearer performance storytelling, education, and transparency.
  • Lead cross-functional operating rhythm with Product, Investment Research, Growth, Brand, Comms, and Data to set priorities, align stakeholders, and measure impact.
  • Build, mentor, and scale a high-performing product marketing (PMM) team, setting standards for craft, coaching, and execution excellence.

Requirements

  • 10+ years in product marketing / go-to-market roles in technology-led organizations.
  • Meaningful experience with investing, wealth, or finance products is required.
  • 8+ years owning PMM strategy end-to-end (segmentation, positioning, GTM, lifecycle) across multi-product portfolios.
  • Proven track record 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 and strong matrix leadership required.
  • Experience partnering deeply with Product and Research/Investment teams to influence roadmap and define product differentiation.
  • Comfort operating in regulated environments and ability to make complex concepts simple, compliant, and human.
  • High craft bar across narrative, messaging, and execution with willingness to both set strategy and execute as an individual contributor.
  • Strong cross-functional relationship-building skills and the ability to translate insights into actionable marketing and product initiatives.
  • Ability to thrive in a fast-paced environment with a bias toward action.

Benefits

  • Competitive salary with top-tier health benefits and life insurance.
  • Long-term group savings with employer match using Wealthsimple for Business.
  • 20 vacation days + 4 wellness days per year, plus unlimited sick and mental health days.
  • 90 days away program allowing employees to work outside of Canada for up to 90 days per calendar year.
  • Remote-first work environment with a large distributed team across North America.
  • Access to Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS).

Interested in this position?

Apply directly on the company website

Apply Now

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