Senior Product Manager, Activities & Balances

Senior Product Manager, Activities & Balances BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE TEAM The Financial Data team builds and operates the platform that powers client balances, statements, activity feeds, and core financial metrics across Wealthsimple. We focus on delivering a reliable, real-time, and extensible foundation that other product teams can safely build on top of. The Activities domain sits at the heart of this platform, transforming raw events into clear, auditable timelines of what’s happened in a client’s account. You’ll join a high-impact, highly technical team that partners closely with engineering, data, operations, and other product teams to ship infrastructure that quietly does the right thing at scale. ABOUT THE ROLE As the Senior Product Manager for Activities & Balances, you’ll own the vision, strategy, and roadmap for the platform that transforms raw financial events into clear client activities and accurate balances across Wealthsimple. Reporting to the Lead PM, Financial Data, you’ll ensure we have a strong technical foundation — data models, pipelines, APIs, and tooling — that makes it easy for teams across Wealthsimple to build consistent, trustworthy client experiences on top of Activities and Balances. You’ll work closely with the Core Balances and Financial Accounting & Metrics (FAM) engineering teams to design how activities flow through our systems, how they materialize into balances, and how they support mission-critical use cases like statements, tax, and financial metrics. This is a client centric platform-style role that will require migration and legacy tech deprecation management, where you’ll lead the transition to our next-generation Financial Data stack while minimizing client and operational risk. WHAT YOU’LL DO - Own the end-to-end Activities and Balances domains (models, pipelines, APIs, contracts, and UX principles) that power client activity and balances across Wealthsimple products. - Define and drive the roadmap for the global activity feed and balance experiences, ensuring they are accurate, performant, and consistent across platforms, currencies, and account types. - Build and maintain clear rules for different balance types, making it obvious to both internal stakeholders and clients what they can do with their funds and why. - Act as the bridge between deep technical systems and the client experience, translating complex trade-offs into simple, intuitive flows and always keeping client trust and clarity at the center of decisions. - Own the pipeline that transforms activities into balances, including how it integrates with other services, and downstream consumers. - Lead major platform migrations, deprecating legacy activity and balance systems and moving use cases onto a unified Financial Data foundation with clear milestones and risk management. - Partner deeply with engineering to design data flows that support balances, statements, tax, and financial metrics with strong correctness and observability. - Collaborate with other PMs and product teams to understand their needs and solve their problems in reusable ways rather than one-off features. - Set and monitor key health metrics (e.g., activity and balance freshness, correctness, performance, developer experience) for Activities, Balances, and use them to prioritize trade-offs and investments. - Dig into the details of data models, logs, and ... (truncated, view full listing at source)