Wealthsimple

Product Manager, Transfers Platform

Job Description

About the Transfers Platform Team  
We’re the team that makes it effortless for clients to move their investments to and from Wealthsimple. Behind every account transfer is a complex network of institutions, systems, and people — and our job is to make that all feel simple. We power the platform that ensures money moves reliably, efficiently, and transparently for our clients.

About the Transfers Platform PM Role
We’re looking for a Product Manager to help evolve the Transfers Platform — the foundation that powers thousands of account transfers each day. You’ll work closely with our Operations and Engineering teams to improve the tools, systems, and processes to support institutional transfers at scale. This role is a great fit for someone who loves solving operational problems, diving into data, and building scalable systems that drive meaningful impact.


In this role, you’ll have the opportunity to:
  • Own the vision for our complete money transfer system, understanding both our software and the manual workflows where our team coordinates with Other Financial Institutions.
  • Partner with Operations and Engineering to understand how transfers work today — from client initiation to settlement — and identify where tools and automation can make the biggest impact.
  • Support discovery, planning, and delivery of improvements across the Transfers Platform, helping make Wealthsimple’s transfer systems more scalable, efficient, and reliable.
  • Develop a deep understanding of Canada’s institutional transfer ecosystem (ATON, CDS, Fundserv, DTC, etc.) and how Wealthsimple’s systems interact within it.
  • Use data and feedback to identify bottlenecks, inform prioritization, and measure the impact of platform investments.
  • Contribute to the future of how accounts move across Canada, as Wealthsimple works with banks and industry partners to modernize the transfer experience for everyone.

    • What you’ll bring:
  • Experience with process management — you know how to map workflows, identify bottlenecks, and find opportunities to make them more efficient.
  • Strong analytical and problem-solving skills, with comfort diving into data to inform decisions.
  • Curiosity about how complex systems work and a drive to make them simpler.
  • A knack for building or improving tools and systems that make operational processes faster and more reliable.
  • Comfort navigating complex organizations and collaborating across teams to get things done.

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