Optimize Financial Group
Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients’ financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients’ financial and life goals with personalized strategies for success.
Role Description
We are seeking a strategic and detail-oriented Product Manager to join our growing financial services product development team. In this role, you will contribute to the development, enhancement, and management of key products and services across our wealth platform-including estate planning, tax solutions, financial planning, investments, and advisor transition tools. Your focus will be on improving the end-to-end experience for both advisors and clients, driving efficiency, consistency, and value-add throughout the product lifecycle.
Key Responsibilities
- Own the roadmap and execution for core financial service products (e.g., wills, tax services, investment offerings).
- Collaborate with internal teams (advisory, service, technology) to launch and refine solutions that support client and advisor needs.
- Develop and optimize processes and tools that support seamless advisor transitions and client onboarding.
- Conduct competitive research to continuously improve our products as they relate to the advisor and client experience.
- Define product requirements and work with project managers and developers to bring solutions to life.
- Analyze adoption, usage and satisfaction metrics to guide iteration and ensure value delivery.
Qualifications
- 5+ years of experience in product management, ideally in financial services, fintech, or professional services.
- Strong understanding of wealth management, advisor operations, and client service models.
- Proven ability to manage cross-functional initiatives and bring products from concept to launch.
- Comfortable working with legal, tax, and investment products and translating complex processes into client-friendly experiences.
- Excellent communication, documentation and project management skills.
What’s in it for you?
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
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