• Own the INSTRUMENT growth funnel end-to-end: acquisition (across paid and owned channels), onboarding/activation, free-to-paid conversion, and retention. • Define the growth hypotheses, design and run experiments (pricing, logged out web pages, onboarding, lifecycle messaging, in-product journeys), and combine quantitative and qualitative data to decide what scales. • Partner closely with design to shape flows from first concept through to shipped experience. You have a strong enough design eye to catch what is off before it reaches engineering. • Drive delivery alongside engineering: write crisp specs, run sprints, track progress, hold the quality bar. • Track performance across your surfaces using our analytics platform, own event instrumentation, and use data to make sharp prioritization calls. • Shape the product side of growth: identify the funnel gaps, propose the hypotheses and when to experiment vs when to ship, and surface the changes that move the needle. • Use modern tools: AI assistants, research synthesizers, internal tooling, as a core part of how you work.

• Track and analyze feature adoption, engagement, and retention KPIs for OTR and core visibility products • Identify friction points and adoption gaps through usage data, customer interviews, and feedback loops with Customer Success and Sales • Build and prioritize a backlog of targeted product enhancements that drive measurable improvement in customer stickiness • Support roadmap planning alongside senior PMs, contributing well-reasoned prioritization recommendations • Work hands-on with product analytics platforms (Pendo, Mixpanel) and write SQL queries to independently explore feature usage and customer behavior • Build and maintain dashboards and reports that track adoption trends across customer segments • Translate quantitative findings into clear product hypotheses and actionable backlog items • Partner with Data Science and Engineering on instrumentation improvements and event tracking • Participate in customer onboarding calls, QBRs, support escalations, and discovery sessions to develop a ground-level understanding of shipper workflows • Work with Customer Success Managers to surface systemic product gaps and recurring pain points • Champion the voice of the customer in internal planning and sprint reviews • Collaborate with Engineering and Design through scoping, development, and post-launch monitoring • Support Product Marketing with onboarding materials, release notes, and adoption playbooks • Contribute to presales conversations and market requirement gathering alongside Solutions teams

Role Description The Product Owner defines, manages, and delivers digital product requirements that support business objectives and operational excellence in the Financial industry. The role ensures a clear, prioritized backlog and strong alignment between business stakeholders, technical teams, and end users. Operating at the intersection of product ownership, business analysis, and process optimization, the Product Owner guides solutions from discovery through delivery and continuous improvement. Responsibilities - Drive Impact: Identify, analyze, and shape business needs, ensuring that solutions deliver measurable value and improve end-to-end processes across domains. - Own the Product Direction: Manage and prioritize the product backlog and roadmap, balancing business value, risks, dependencies, and operational constraints to drive informed decision-making. - Shape Solutions from Discovery to Delivery: Lead discovery workshops, analyze AS-IS processes, and define optimized TO-BE solutions, translating complex needs into clear process flows, user journeys, and system interactions. - Bridge Business and IT: Act as the connector between stakeholders and technical teams, facilitating collaboration, clarifying requirements, and ensuring shared understanding within cross-functional teams. - Translate Needs into Actionable Work: Convert requirements into structured user stories, acceptance criteria, and test scenarios, ensuring alignment with the broader ecosystem and operational processes. - Enable Successful Delivery with Partners: Collaborate with internal teams and external providers, preparing detailed requirement packages and validating delivered solutions against expectations. - Drive Adoption and Change: Support stakeholders through UAT cycles, training, and communication, ensuring smooth adoption of new capabilities and embedding them into daily operations. - Ensure Continuous Improvement: Provide ongoing application support, analyze recurring issues, and transform insights into enhancements that optimize processes and ensure long-term sustainability. Qualifications - 3+ years of experience in Product Ownership and/or Business Analysis, with a proven record of delivering enterprise solutions and experience in context switching roles. - Demonstrated ability to understand business context and translate it into actionable outcomes, with hands-on experience leading discovery activities, defining business processes, and navigating complex stakeholder landscapes. - Strong background in evaluating solution alternatives (existing tools vs. custom development), making informed recommendations based on value, feasibility, and cost. - Proven ability to autonomously transform complex business and process requirements into well-structured user stories, acceptance criteria, and delivery milestones. - Experience managing UAT cycles, coordinating stakeholders, and driving adoption across diverse user groups. - Strong operational mindset, including post-deployment support, user interaction management, and continuous improvement of applications and processes. - Excellent communication skills in English. - Regular use of AI tools to improve productivity, automate or reduce repetitive work, support decision-making, and deliver higher-quality outcomes. - Ability to use AI tools responsibly by structuring effective prompts, critically validating outputs, understanding limitations, and taking ownership of the final result. Benefits - Enjoy our holistic benefits program that covers the four pillars that we believe come together to support our wellbeing, covering social, physical, emotional wellbeing, as well as work-life fusion. - Physical Wellbeing: Our wellbeing program includes medical benefits, gym support, and personalised fitness options for an active lifestyle, complemented by team events and the Healthy Habits Club. - Work-Life Fusion: Having a one-size-fits-one approach gives us the flexibility to define the work-life dynamic that works for us. - Emotional Wellbeing: We invest in our mental wellbeing just as much as we do in our physical health, social connections, or in achieving work-life balance. - Social Wellbeing: We want to ensure we remain connected not just by the great work we do every day but through our passions and interests.

• Help define the product vision and strategy for a new set of client-facing AI experiences at Wealthsimple, and own the roadmap to bring them to life • Lead the planning, development, launch, and ongoing iteration of new AI-powered client experiences. Exploring what’s now possible and turning those possibilities into products clients truly value • Support a cross-functional team of engineers, designers, and data scientists as we collectively explore new ways of working • Partner with other product teams and departments across the company (e.g. Marketing, Operations, Customer Support, Legal and Compliance, and more) to build these new experiences • Help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture