Our private client is seeking a Product Manager to drive wealth and insurance data integrations

Our private client is seeking a Product Manager to drive wealth and insurance data integrations using APIs, SFTP feeds, and canonical schemas

Join a team building a CRM and AI operating system for wealth management focused on becoming the single source of truth for client financial data. This role owns the integration roadmap across custodians, back-office platforms, aggregators, exchanges, carriers, and enterprise data lakes while defining schemas, mappings, and data acquisition methods. The position supports high-impact integration pilots and partner evaluations where many source systems are undocumented or inconsistent. The environment combines product ownership, data integration strategy, and hands-on collaboration with Engineering.

Permanent, Vancouver, Working Hours: PST

Must Haves

• 3–6 years driving B2B SaaS or financial services integrations as a product manager, integration analyst, or solutions consultant
• End-to-end delivery of external partner integrations including data evaluation, acquisition planning, and production rollout
• Fluency with APIs, SFTP feeds, schemas, mapping, normalization, reconciliation, and authentication
• Experience reading partner specifications and collaborating directly with Engineering teams

Nice to Have

• Familiarity with Canadian investment or insurance data movement across custodians, back-office and wealth platforms, carriers, and MGAs
• Exposure to NBIN, Fidelity Clearing Canada, Croesus, Univeris, Dataphile, NDEX, Fundserv, APEXA, iPipeline/WealthServ, Wealthica, or Flinks

Responsibilities

• Own the roadmap for integrating wealth and insurance data into the platform
• Build integrations into enterprise customer data lakes and standardize repeatable integration patterns
• Define canonical schemas and map source data into standardized account, holdings, transaction, and policy structures
• Select acquisition methods including API, SFTP, batch file, automated capture, and upload workflows
• Manage data quality, reconciliation, record matching, feed freshness, and integration security considerations
• Run pilot programs for new data sources and evaluate scalability for production implementation
• Work with advisors, head offices, leadership, and Engineering to define requirements and deliver integration-enabled product capabilities