Product Manager (In-Office Toronto or Remote US)

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

OneVest is a fast-growing technology company on a mission to Power the Worlds Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity collaboration and the pursuit of excellence. Weve been listed as one of Forbess best start-up employers and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures Allianz Life Ventures TIAA Ventures OMERS Ventures Fin Capital Deloitte Ventures and more. If youre passionate about finance technology and making a real impact this is the perfect opportunity to be part of something big.

As a Product Manager on one of our squads you will own the delivery of seamless scalable digital experiences for investors and financial advisors. This role is critical to driving end-to-end improvements across OneVests client and advisor portals. Working closely with engineering design sales and customer success teams you will define build and launch customer-centric SaaS products that accelerate adoption drive growth and set us apart in the market.

Your Responsibilities:

Drive the end-to-end client and advisor portal experience ensuring portals are intuitive engaging and scalable;
Assist in defining the product strategy and roadmap that balances the needs of clients advisors and OneVests business objectives;
Prioritize portal features and enhancements using customer insights analytics and industry trends;
Partner with advisors financial institutions and internal stakeholders to understand how both clients and advisors use the platform identifying opportunities for improvement;
Conduct user research usability testing and data-driven analysis to inform product decisions and validate solutions;
Collaborate with engineering design compliance and operations teams to deliver secure user-centric features that increase satisfaction and adoption;
Ensure portal solutions comply with regulatory and data security requirements while maintaining a seamless user experience;
Track KPIs such as portal usage feature adoption and user satisfaction to evaluate performance and guide future improvements;
Support product launches ensuring effective rollout stakeholder communication and adoption measurement;
Continuously iterate on portal features to keep pace with evolving customer expectations industry developments and competitive offerings.

Your Skills & Qualifications:

5 years of experience driving product initiatives in fast-paced high-growth SaaS environments.
Proven ability to quickly grasp complex products workflows and user needs in a dynamic SaaS environment.
Data-driven decision-making with strong analytical and problem-solving skills;
Excellent communication and collaboration skills with the ability to work effectively across diverse teams and stakeholders;
Ability to manage competing priorities and deliver results in dynamic environments;
Passion for creating innovative digital experiences that add meaningful value for both clients and advisors.

What Its Like To Work With Us:

Culture: Its fun rewarding fast-paced - and we build cool stuff too!
Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
Flexibility: A flexible & hybrid working environment
Health & Wellness: Comprehensive Group Health Dental and Vision Benefit Plan right from the start
Equity: Employee Stock Option Purchase Plan

Sound like a good fit Apply today!
Dont meet every single requirement We encourage you to apply anyways. If youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse equitable and inclusive workplace. We encourage applications from individuals of all backgrounds including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process please reach out to and well be happy to support you.

OneVest does not use artificial intelligence (AI) in any part of its recruitment selection or hiring processes.

Required Experience:

Your Responsibilities:

Drive the end-to-end client and advisor portal experience ensuring portals are intuitive engaging and scalable;
Assist in defining the product strategy and roadmap that balances the needs of clients advisors and OneVests business objectives;
Prioritize portal features and enhancements using customer insights analytics and industry trends;
Partner with advisors financial institutions and internal stakeholders to understand how both clients and advisors use the platform identifying opportunities for improvement;
Conduct user research usability testing and data-driven analysis to inform product decisions and validate solutions;
Collaborate with engineering design compliance and operations teams to deliver secure user-centric features that increase satisfaction and adoption;
Ensure portal solutions comply with regulatory and data security requirements while maintaining a seamless user experience;
Track KPIs such as portal usage feature adoption and user satisfaction to evaluate performance and guide future improvements;
Support product launches ensuring effective rollout stakeholder communication and adoption measurement;
Continuously iterate on portal features to keep pace with evolving customer expectations industry developments and competitive offerings.

Your Skills & Qualifications:

5 years of experience driving product initiatives in fast-paced high-growth SaaS environments.
Proven ability to quickly grasp complex products workflows and user needs in a dynamic SaaS environment.
Data-driven decision-making with strong analytical and problem-solving skills;
Excellent communication and collaboration skills with the ability to work effectively across diverse teams and stakeholders;
Ability to manage competing priorities and deliver results in dynamic environments;
Passion for creating innovative digital experiences that add meaningful value for both clients and advisors.

What Its Like To Work With Us:

Culture: Its fun rewarding fast-paced - and we build cool stuff too!
Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
Flexibility: A flexible & hybrid working environment
Health & Wellness: Comprehensive Group Health Dental and Vision Benefit Plan right from the start
Equity: Employee Stock Option Purchase Plan