We are building the CRM and AI operating system for wealth management — and to do that, Maximizer has to become the single source of truth for a client’s financial picture. An advisor with 200 to 3,000 clients has investment data sitting in custodians, back-office platforms, and sometimes their firm’s own data lake, while policies live in systems never designed to be read by anyone else. Some of these systems have clean APIs.

Some have nothing at all, and getting data out of them takes invention. You need to be the person who can walk into an undocumented system and come out with clean data. Bring the data in Own the roadmap for getting wealth and insurance data into Maximizer — from custodians, back-office and wealth platforms, aggregators and exchanges, carriers, MGAs, and more.

Build integrations into enterprise customers’ own data lakes, and make them repeatable rather than bespoke each time. Define the canonical schemas — accounts, holdings, transactions, policies, coverage, beneficiaries — and own the mapping from each source’s format into them. Own data quality end to end — matching records to the right client and household, reconciliation, freshness, and what an advisor sees when a feed breaks — and the security and compliance posture behind it.

Run each new source as a pilot: find the right people, learn what data exists and how it can be reached, prove it on a small scale, then decide whether to build for scale. Leadership owns the relationship and commercial terms; It helps if you have exposure to any of the following: Own the adjacent product areas where this data surfaces, so integrations become visible value rather than a plumbing project. Run discovery with advisors and head offices, write clear specs,



and work hands‑on with Engineering through delivery. 3–6 years driving integrations in B2B SaaS or financial services — as a product manager, consultant, implementation lead, systems architect, integration analyst, or solutions consultant. ~ Experience driving current integrations with external partners end to end: opening the conversation, working out what data is available, agreeing how to get it, and seeing it through to live. ~ Skill navigating stakeholders on both sides — partner operations, security, and legal teams externally; Real fluency with data structure and movement — schemas, mapping, normalization, reconciliation, APIs, batch and SFTP feeds, authentication.

The ability to lead without authority, and comfort with ambiguity: many of these sources are undocumented or inconsistent, and you will set direction anyway. ~ Nice to have: familiarity with how investment or insurance data moves in Canada — custodians, back-office and wealth platforms, carriers, and MGAs.

Competitive

Salaries with RRSP matching program Budget for courses, books, and personal development Team building events, happy hours and more Flexible, remote & hybrid work Maximizer was launched in a garage on Vancouver Island in 1987 and helped pioneer contact management, sales force automation, and modern CRM, attracting over 100,000 customers and 1 million users along the way. Today we are focused on financial professionals — building the CRM and AI operating system for wealth management, purpose‑built for advisor teams and the head offices behind them. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. 95,000—$115,000 CAD #

📌 Product Marketing Manager - Commercial (Remote) (Vancouver)
🏢 Maximizer Services
📍 Vancouver