Product Analyst

1 week ago

Toronto, Ontario, Canada Optimize Financial Group Full time $90,000 - $120,000 per year

About Optimize Wealth Management:

Optimize Wealth Management is a premier portfolio management firm that uses proprietary technology to make wealth management more transparent, efficient, and cost-effective. We are looking for a Product Analyst to support the strategy, measurement, and continuous improvement of our wealth management platform and related service offerings.

The Opportunity:

Join our Toronto-based team as a Product Analyst focused on enhancing and expanding Optimize's technology platform and service offerings. This full-time, on-site role (Monday to Friday, 8:30 a.m. to 5:30 p.m.) will center on improving end-to-end user experiences, conducting competitive research, and supporting the development of new features and products that provide value for clients and advisors.

Key Responsibilities:

  • Assist in the creation, enhancement, and maintenance of technology products supporting financial planning, estate planning, tax, insurance, mortgage, and investment services.
  • Collaborate with internal teams (advisory, technology, service) to optimize the user experience for both clients and advisors.
  • Conduct ongoing competitive analysis and market research to identify trends and opportunities for product innovation.
  • Gather and document detailed product requirements and user feedback to inform feature development.
  • Support project managers and developers with testing, implementation, and iteration of new solutions.
  • Develop reports and dashboards to monitor product performance, adoption, and satisfaction.

Qualifications
:

  • Bachelor's degree in Business, Finance, Computer Science, or related field.
  • 3–5 years of experience in product analysis, business analysis, or financial services technology.
  • Strong understanding of the financial services landscape, including wealth management, estate planning, tax, insurance, and mortgage products.
  • Proven ability to translate complex processes into improved user experiences.
  • Experience with competitive research, data analysis, and product lifecycle support.
  • Proficiency with data and visualization tools such as Excel, SQL, Power BI, Tableau, or HubSpot Dashboards.
  • Excellent communication, collaboration, and organizational skills.

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