WHO IS RATEHUB? We’re a company on a mission. We are a unique Canadian Fintech that is the one-stop shop for all financial needs of the consumer: Save, Spend, Borrow, Invest, and Protect. Every single team member — from Product & Engineering to Sales & Marketing, Finance, Operations, and everything in between — is obsessed with one thing: helping Canadians make better financial choices. And we’re pretty great at it, too. Via our digital application technology and our award-winning in-house brokerages, we help over 2M Canadians per month make a positive impact on their finances. We have many unique businesses: a mortgage brokerage, a life insurance brokerage, a home and auto insurance brokerage, a mortgage originations and servicing business, a Financial Services Marketplace, and a content business across Ratehub and MoneySense. 365 days a year, we deliver our members the best online mortgage experience, personalized credit card and loan options, and cheaper auto and home insurance policies than they typically get from their existing financial adviser. Changing how people make financial choices isn’t easy, though. We know that achieving our mission is full of challenges — challenges that can be complex and often unexpected but that are always interesting, rewarding, and fun to solve as a team. This is where you come in. We are on the hunt for the right candidate to join us and help lead us forward to continued growth. We are looking for an aspiring product leader to join our growing team. As an Associate Product Manager, you’ll be the vital bridge between business strategy and technical execution for our Mortgage and Insurance verticals. You’ll be embedded in a cross-functional squad, turning complex problems into seamless digital experiences for our customers. YOUR RESPONSIBILITIES - Research and analyze: Conduct customer research, analyze market trends, and run experiments to identify clear product opportunities that improve the customer experience and drive results. - Drive delivery: Support day-to-day agile execution, write high-quality user stories, manage the backlog in Jira, and keep the engineering team unblocked and aligned. - Shape the roadmap: Contribute ideas to the roadmap, help prioritize, and advocate for the work that matters most. - Collaborate: Work closely with design, engineering, and business stakeholders to translate high-level ideas into clear requirements and actionable plans. - Measure and Iterate: Define success metrics for features, monitor performance post-launch, and drive continuous improvement based on data. - Build domain expertise: Develop strong understanding of the Canadian mortgage and insurance landscape by staying informed on competitors, trends, and real pain points customers face. YOUR QUALIFICATIONS - Post-secondary education in Business, Technology, Design, or a related field - 0–2 years of experience in a product, tech, or strategy role (internships and co-ops count) - Strong communicator. Equally comfortable talking to an engineer and a business stakeholder - Customer-first mindset. You’ll start from the customer and work backwards towards a solution - Organized and detail-oriented. You can manage competing priorities while keeping everyone aligned - Curious about personal finance, mortgages, or insurance. You don't need to be an expert, but you care about the space - Excited about AI and where it's going. We're actively building AI-powered experiences and you'll be part of that Nice to have - Familiarity with Agile/Scrum and tools like Jira, Asana, or similar - Experience in fintech, SaaS, or a high-growth environment CULTURE FIT: - Members first - we prioritise the interests and needs of our members above all else. We solve member pain points and focus on member satisfaction. We start with members, and end with the P&L. - Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions. - Better together - we are One team with One common goal. We make our footprint bigger than our foot, leave our egos at the door, support each other to achieve great results as One company. - Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile. - Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate. JOB PERKS: - Competitive salary: We know it’s expensive to live/work in Canada - Remote-first organization: we love opportunities to get together as a team, but for the most part we offer our employees the flexibility to work anywhere in Canada - Flexible hours: Enjoy a couple more hours of sleep in the morning, if you want - Benefits: Health is wealth! A benefits package with no employee contribution required - Perks: RRSP matching program, individual training allowance, fun team socials (remote AND in-person) and more! This job posting is for a currently open vacancy. AI technology is not used in the screening and assessment process of our recruitment. The estimated compensation range for this position is $70,000 - $105,000. Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

• Define and own the product strategy and multi-year roadmap for Lumin Digital’s CRM capabilities, ensuring alignment with client needs, competitive positioning, and company objectives. • Lead the end-to-end product lifecycle for CRM features – from market research and discovery through requirements definition, delivery, and post-launch optimization. • Develop a deep understanding of how financial institutions manage member relationships, including lifecycle marketing, segmentation, personalization, and cross-sell/upsell strategies. • Partner with engineering teams to architect CRM integrations with third-party platforms (e.g., Salesforce, HubSpot, MemberDev, Engageware) and internal data sources. • Define member journey frameworks and work cross-functionally with design and data teams to build targeted, personalized experiences within the Lumin platform. • Drive adoption of CRM features by collaborating closely with client success and account management teams to support onboarding, training, and ongoing feature utilization. • Establish and monitor KPIs and success metrics for CRM initiatives, leveraging product analytics to continuously improve and iterate. • Serve as a thought leader on CRM strategy within financial services – staying current on market trends, member engagement best practices, and the evolving CRM technology landscape. • Mentor and guide junior product managers and cross-functional contributors, fostering a culture of product excellence and continuous improvement. • Engage with the Lumin Digital community, contributing to organizational growth through honest, candid, and respectful feedback. • Lead rapid, disciplined experimentation in CRM, leveraging AI to accelerate prototyping and enhance segmentation and engagement capabilities through controlled pilots. • Perform other duties as assigned.

• Responsible for the planning and execution of ConnectWise platforms • Gathering requirements, designing technical and functional specifications • Managing the product backlog • Coordinating development efforts through implementation and support • Working in partnership with cross-functional teams to enhance development efforts • Aiding partners in product navigation • Finding effective solutions • Establishing operational plans for the Product Management team • Developing and implementing new products, processes, standards, and operational plans • Providing support to the Product Management team with high attention to detail • Communicating with ConnectWise leadership • Coaching, reviewing, and delegating work to team members • Defining and driving business plan, strategy, and positioning of products

• Own end-to-end product lifecycle for ePrescribing solutions, including roadmap development, feature prioritization and all regulatory requirements. • Assume all responsibility for assigned product line(s) including but not limited to profit and loss, contracts, pricing, KPIs, development, sales, marketing, customer service, implementation, and sales. • Driving innovative capabilities around payments to enable further growth of the RedSail platforms • Determine needed resources and coordinate the assignment and utilization of resources to ensure success for product goals. • Lead regular product meetings, and participate in departmental meetings (development, QA, market analysis, sales, customer service, etc.) • Participate and present at customer conferences, lead customer focus groups and stay up to date on payment industry innovations and regulatory changes • Presentations for internal and external audiences to gain support and keep projects on track • Working directly with sales and marketing teams to drive opportunities to contract closure