Wealthsimple · 1 week ago
Director, Product Marketing, Wealth Management
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. The Director, Product Marketing, Wealth Management will partner with R&D and marketing leadership to accelerate the growth of Wealthsimple's Wealth Management offering, developing product narratives and go-to-market strategies to drive adoption and sustained growth.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Partner with R&D and marketing leadership to accelerate the growth of our Wealth Management offering
Develop the product’s value prop and our right to win in the category
Develop the product narrative, building connected go-to-market strategies, identifying growth opportunities
Work with a cross-functional team to develop and bring integrated marketing campaigns and iterative growth efforts to market
Create the value prop, segmentation, and messaging system that powers product experiences, lifecycle marketing, brand storytelling, and sales/advisor motions
Partner 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 iterations, including channel strategy, creative direction, and comms plans
Shape how we measure and benchmark our marketing efforts performance
Run client research and competitive intelligence, translating insights into roadmap direction
Create a tight cadence with Product, Investment Research, Growth, Brand, Comms, and Data — setting priorities, aligning stakeholders, and measuring impact
Set bar for craft, coaching, and execution excellence as the function scales
Qualification
Required
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 dots 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
Benefits
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)
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase