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About OneVest Management Inc.
OneVest Management Inc. is a leading financial technology company dedicated to empowering the world's wealth. Our comprehensive wealth management platform offers a range of innovative solutions, from client onboarding to portfolio management, analytics, and more. Our modular software allows financial institutions to fill gaps in their process, depending on their specific needs.
About The Role
We are seeking an experienced Senior Product Manager to lead our Wealth Management Squad. As a key member of our team, you will be responsible for driving the development and enhancement of solutions that enable financial institutions to manage portfolios efficiently, optimize trading strategies, and deliver exceptional results for their clients. You will work closely with our engineering, design, portfolio management, operations, and compliance teams to ensure the delivery of high-quality features that align with our vision.
Key Responsibilities:
- Lead the Wealth Squad in delivering market-leading solutions, coordinating across engineering, design, portfolio management, operations, and compliance teams.
- Define and maintain a clear vision for the wealth management product portfolio, balancing short-term tactical needs with long-term strategic goals.
- Act as the primary liaison between the Wealth Squad and other internal teams, ensuring alignment across all aspects of the product lifecycle.
- Leverage your wealth management experience to stay ahead of industry trends, regulatory changes, and competitor offerings.
- Engage directly with financial institutions, advisors, and end-users to gather deep insights into their needs, pain points, and goals.
- Lead product initiatives within the agreed-upon budget, optimizing resource allocation to maximize impact.
- Leverage data and key performance metrics to guide product development, measure success, and iterate on existing solutions.
- Collaborate with sales, marketing, and operations to develop go-to-market strategies for new products and features.
Requirements:
- Bachelor's degree in business, engineering, finance, or a related field.
- 7+ years of experience in product management, preferably within wealth management, financial services, or fintech.
- Proven track record of leading cross-functional product teams, particularly in the development of financial or wealth management products.
- Strong leadership skills, with the ability to inspire, align, and motivate diverse teams toward a common goal.
- Deep understanding of wealth management, portfolio management, and regulatory requirements.
- Exceptional communication and stakeholder management skills, with experience working directly with C-level executives and clients.
- Advanced analytical skills with a focus on data-driven decision-making and optimizing product performance.
- Expertise in agile development and experience with product management tools.
- Ability to prioritize and manage multiple complex initiatives in a fast-paced environment.
What We Offer:
- A fun, rewarding, and fast-paced environment where we build impactful solutions.
- A flexible and hybrid working environment located in Calgary and Toronto.
- 4 weeks of paid vacation.
- Comprehensive Group Health, Dental, and Vision Benefit Plan from the start.
- Choice between Apple or Windows equipment.
- Participation in our Employee Stock Option Purchase Plan.
- Opportunities for growth and professional development.
