Product Owner - Wealth Management

Join a premier, large-scale Wealth Management firm operating on a prominent broker-dealer model as our next Product Owner. In this business-critical role, you will serve as the bridge between technical teams and business vision, steering crucial legacy modernization initiatives. If you possess a strong financial services background, a customer-first mindset, and a track record of translating complex requirements into seamless product capabilities, we would love to have you on our team.

Req.#1062361900

Responsibilities

  • Roadmap Alignment: Partner closely with Business Analysts to internalize, shape, and drive the overall product vision and roadmap
  • Scope & Backlog Management: Define and prioritize product capabilities, Epics, and user stories, detailing clear success criteria and business logic
  • Sprint & Backlog Grooming: Participate in sprint reviews, collect constructive feedback, and ensure it is systematically integrated and prioritized within the backlog
  • Subject Matter Expertise: Act as the primary, go-to resource for all business-related questions, providing clear domain guidance to the development team
  • Product Support: Actively participate in incident triaging to maintain high product quality and address issues promptly

Requirements

  • Education: Bachelor’s degree in Computer Science or a similar field; a Master’s degree in Computer Science is highly preferred
  • Experience: 8+ years of professional experience specializing in business analysis, requirements management, and product management
  • Domain Expertise: Proven experience in the Financial Services industry; direct experience within Wealth Management or a broker-dealer environment is a significant advantage
  • Technical Savvy: Direct, hands-on experience driving legacy modernization initiatives
  • Professional Skills: Outstanding communication and presentation abilities, sharp attention to detail, and a strong business acumen to advocate for the end-customer perspective

Benefits

  • Extended Healthcare with Prescription Drugs, Dental and Vision, and Healthcare Spending Account (Company Paid)

  • Life and AD&D Insurance (Company Paid)

  • Employee Assistance Program (Company Paid)

  • Telehealth (Company Paid)

  • Short-term Disability (Company Paid)

  • Long-Term Disability

  • Paid Time Off (including vacation and sick days)

  • Registered Retirement Savings Plan (RRSP) with Company match

  • Maternity/Parental/Adoption Leave Top-up

  • Employee Stock Purchase Program

  • Critical Illness Insurance

  • Employee Discounts

  • Unlimited access to LinkedIn learning solutions

See also

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