Lead Product Manager
Harnham
Lead Product Manager (Client Onboarding)
A rapidly growing B2B WealthTech company is transforming how financial advisors engage with clients across the financial services and wealth management industry. Its platform enables leading financial institutions to simplify complex investment conversations through intuitive digital experiences, helping advisors build trust, improve investor understanding, delivering better client outcomes.
The organization is entering an exciting phase of growth and is investing heavily in product innovation to redefine the advisor and client experience across enterprise wealth management.
About the Role
The company is seeking a Lead Product Manager to own and evolve its flagship onboarding experience, responsible for helping financial advisors and their clients get up and running quickly, confidently, and with minimal friction.
This is a highly strategic role focused on designing exceptional onboarding journeys, activation experiences, and advisor workflows that improve adoption, reduce complexity, and accelerate customer value.
The ideal candidate combines deep product management expertise with a strong understanding of wealth management and financial advisory workflows, and has experience mentoring Product Managers as an organization scales.
Responsibilities:
- Own the product vision, strategy, roadmap, and execution for the company's onboarding and activation experience.
- Design intuitive onboarding journeys that enable financial advisors and their clients to adopt the platform quickly and confidently.
- Continuously improve activation, engagement, and long-term product adoption through customer research, experimentation, and analytics.
- Develop products that simplify complex advisor workflows while improving the overall client experience throughout the onboarding lifecycle.
- Work directly with financial advisors, enterprise clients, internal stakeholders, and customer-facing teams to identify friction points and translate customer insights into product strategy.
- Partner closely with Design and Engineering to deliver thoughtful, high-quality user experiences from discovery through launch.
- Lead cross-functional product launches alongside Customer Success, Sales, Marketing, and Operations to ensure successful adoption across enterprise customers.
- Define success metrics and leverage quantitative and qualitative data to prioritize initiatives and measure product impact.
- Mentor and support other Product Managers, helping elevate product thinking, execution, and customer-centric decision making across the organization.
- Champion best practices in product discovery, roadmap planning, stakeholder management, and outcome-based product development.
Preferred Experience:
- Direct experience building products for financial advisors, wealth management firms, broker-dealers, RIAs, asset managers, or financial institutions.
- Experience owning onboarding, activation, client experience, workflow automation, or digital adoption products.
- Strong understanding of advisor lifecycle management, investor onboarding, account opening, financial planning workflows, or portfolio management ecosystems.
- Experience working within enterprise SaaS organizations serving highly regulated financial services clients.
- Familiarity with product analytics, experimentation, customer journey mapping, and data-driven product optimization.
For more information and to apply: View email address on ca.talent.com
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Lead Product Manager in Ontario vacancy
- Join Equitable as a Product Manager in Waterloo, ON, and lead the charge in developing impactful life and critical illness solutions. This hybrid opportunity involves collaborating with multiple teams to enhance client experiences and product offerings. In this Individual...Suggested
- ...About the Role The Production Manager will share accountability for safety, environment, customer service, performance, quality, human resources, plant image, and community relations in this site. The Production Manager will have direct accountability for specific functions...SuggestedInternshipLocal areaFlexible hours
- ...above all else, strive to be our best and welcome recent ideas to deliver positive outcomes. Position As an Individual Product Manager, you will lead the development of life and critical illness solutions from concept through to launch and ongoing management. You will...SuggestedPermanent employmentFull timeInternshipWork at office2 days per week1 day per week
- Advance your career as an Individual Product Manager at Equitable, based in Waterloo, ON, where innovative life and critical illness solutions... ...developed collaboratively. This hybrid position empowers you to lead projects from conception to launch and beyond. As an...Suggested
- Step into the role of Production Manager with a focus on KPIs, overseeing production quality and timely delivery in a manufacturing environment... ...standards • Proficiency in MS Office and ERP applications Lead your production team to success by ensuring high standards and...Suggested
- Lead high-quality project execution at Stantec as a Project Management Lead in Ontario. Drive consistent project delivery and elevate project management practices in a hybrid work environment. As the Project Management Lead, you'll guide project managers while ensuring alignment...Contract work
- Elevate your career with Walmart as a Food Lead Department Manager in Thunder Bay, ON. Utilize your leadership and customer service skills to enhance... ...: • Deliver exceptional customer service and product assistance • Oversee daily operations and task execution coordination...Shift work
- Become a leading force in construction project management at LEA, focusing on MTO projects. Use your expertise to mentor teams and ensure project success through strategic leadership. As the Senior Project Manager for Construction Administration, you will take charge of high...Contract work
$150k - $190k per year
...What You'll Own Phase 1: Ramp on existing products. For the first few months, you will join an existing product team, and learn how we think about and develop products. You will learn how to conduct customer research, write product specs, work with engineers and designers...Contract workPart timeFreelanceLocal areaImmediate start$135.7k - $185.7k per year
...About the Role Project Management Lead (PML) responsible for driving consistent, high‑quality project delivery by ensuring alignment with Stantec’s Project Management Framework and leading continuous improvements in project execution, controls, and monitoring across the...Long term contractFull timeContract workTemporary workPart timeCasual workWork at office$19.3 per hour
A prominent Canadian retail chain is seeking an Assistant Store Manager in Southwestern Ontario. This role involves supporting the Store Manager with daily operations, acting as Manager on Duty when needed, ensuring compliance with company policies, and participating in training...Hourly pay$91.6k - $214.9k per year
...Key Responsibilities - Lead the end-to-end implementation of BigID, including architecture design, connector setup, and module configuration... ...stakeholders. - Troubleshoot issues, optimize performance, and manage upgrades or new feature rollouts. Technical Skills 1....Full timeLocal area$65.5k - $85.5k per year
A modern furniture retailer in Toronto is seeking a Store Manager with over 5 years of retail experience, including at least 2 years in a management role. The successful candidate will excel in customer service and team leadership, as well as collaborate with the Visual Merchandiser...- ...consumer lifestyle brand is looking for a results-oriented Area Sales Manager to oversee a key territory in the Ontario region. Representing... ...to sell and partner with top retailers, introduce new products, and execute strategies that elevate brand presence and increase...Long term contractFull time
- A leading healthcare technology firm is seeking an Engineering Manager/Tech Lead to oversee a team of software testers focusing on machine learning applications. This role includes developing test strategies, ensuring the accuracy of outputs, and implementing automated testing...
$88k - $121k per year
...and supply chain components of New Product Introduction (NPI) launches and leading strategic supply chain initiatives... ...collaboration with Global Procurement, Project Management, and Product Marketing teams.... ...and Program Management teams to lead procurement deliverables for New...Long term contractContract workWork at office- ...are looking for a Procurement Lead with strong procurement... ...impact cost, lead times, and production reliability—and who can take... ...accuracy and accountability. Managing vendor relationships, including... ...including cost control, lead time management, and supplier performance....Long term contractFull timeFlexible hours
- Lead Auxo's product strategy as the Head of Product in Toronto or Montreal. Shape the future of an... ...will work with founders, mentor Product Managers, and drive customer discovery to... ...success Requirements: • 7+ years in Product Management • 2+ years managing or mentoring teams...Full time
$4374.92 per week
...Woodstock, Chatham, Burlington, Bowmanville, Napanee and Toronto* Job Function: Within the Strategic Projects department, lead teams and manage complex projects, provide consulting, project management and facilitation services through all phases of system project life...$113.26k - $210.34k per year
...do, and millions of end users rely on our products daily. We are building a state‑of‑the‑art... ...protect the firm’s critical assets. Lead Security Architect Responsible for... ...investment (ROI), or payback period. Project Management: Draft project plans for security...Long term contractTemporary workWork at officeLocal areaRemote workWork from home$118.3k - $168.3k per year
...are seeking a visionary Director & Chief Product Owner to oversee strategic direction, development... ...business lines and value streams to lead large‑scale initiatives and ensure strategic... ...Partner with IT leaders to develop and manage integrated plans for initiatives, including...Long term contractTemporary workLocal areaFlexible hours- ...to join an innovative, market‑leading company where you can truly elevate... ...today. Kinaxis is a global leader in modern supply chain... ...and supporting the people who manage them. Our powerful AI‑infused... ...About the Role The Director, Product Education & Learning Programs...Long term contractFor contractorsRemote workFlexible hours
- Become a key player in AI solutions as the Lead Architect at Economical. Drive strategic... ...while adhering to governance and risk management principles. You'll standardize architectural... ...• Oversee MLOps capabilities and production readiness Requirements: • 10+ years...
- ...Zero Point Cryogenics as a Senior Procurement Lead in Edmonton, AB. This role focuses on procurement strategy and supplier management in a full-time capacity. We're in search of... ..., and delivered to support the company's production and manufacturing goals. Your expertise will...Full time
- ...Company Description BERICAP is a leading international manufacturer of plastic and aluminum closures, operating 30 production plants and serving customers in over 100 countries... ...Responsibilities 2.1 Customer Relationship Management · Build and maintain trusted...
- ...HBSS Train the Trainer; or CFR The Site-Leads provides “On-Site” supervision, in... ...LMS, DTMS, SharePoint, and Army training management systems. ~ Must possess skills and knowledge... ...materials, and performance-based testing products. Review POIs and lesson plans quarterly...Contract workWork at officeRemote work
- ...the future of digital banking as a Senior Technical Product Owner at Manulife. This hybrid role involves leading the platform roadmap and aligning technical... ...based prioritization. Key Responsibilities: • Own and manage the platform roadmap aligned to technical strategy...
$85k - $106k per year
Job Title: Technical Lead – Detail Design On-Site/ Remote/ Hybrid: On-Site Location: Halifax, NS Job Type: Permanent Salary: $85,000-... ...expertise in engineering toolsets including CAD and information management tools to deliver complex design activities through to completion...Permanent employmentRemote work- tbk Creative is seeking an experienced Product Owner to lead web and software development projects, ensuring alignment with client expectations... ..., excellent communication skills, and a strong background in managing enterprise-level products. The position offers the unique opportunity...Remote work
$118k - $168k per year
...Lead Software Developer Job: Lead Software Developer Team: Voltage SecureData... ...and platform integrations that power the product. Your Impact Join the team that builds... ...symmetric and asymmetric encryption, key management and wrapping, TLS configuration and...InternshipWork at officeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Product Manager. Be the first to apply!
Related searches
- director product management Ontario
- associate product manager Ontario
- assistant product manager Ontario
- product manager remote Ontario
- chief product officer Ontario
- regional product manager Ontario
- senior product manager Ontario
- technical product manager Ontario
- salesforce product manager Ontario
- junior product manager Ontario