Director, Product Marketing, Wealth Management

Build something people love

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

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.

About the Role

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. 

The opportunity. 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.

• 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

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Long-term group savings with employer match using our Wealthsimple for Business platform

🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days

✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year

👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work. 

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.