Product Owner, WMC Client Onboarding

Job Description

Job Description What is the opportunity? As Product Owner, you will manage and support the Client Account Modernization (CAM) capability and initiatives for Wealth Management Canada (WMC). You will support a variety of client onboarding and account maintenance related initiatives, working with various WMC business groups and in close collaboration with IT, Training, Branch staff, and Operations. The role of Product Owner fills a critical product management and leadership requirement and will assist leadership with continual product management and distribution of our vision to all WMC lines of business. You will help ensure success of the CAM program to deliver high quality, simple, and effective changes to our field while mitigating firm risk exposure. Note: Position is available for coverage anywhere in Canada. What will you do? Help develop the vision of Client Account Modernization and establish project priorities for WMC/Product backlog items Continually refine and prioritize items in the Product Backlog to best align with program goals and timelines Optimize the value of the work the development team performs Ensure the Product Backlog is visible, transparent, and clear to all, and shows what the scrum team will work on next Ensure the Development Team understands items in the Product Backlog to the appropriate level Collaborate with stakeholders across IT, Operations, Compliance and the various business areas (DS, PHN, Fee Based, Family Office Services, Change Management, Training, Communications, User Engagement, etc) to ensure all voices are heard and requirements understood Helping to drive adoption of the tools that are implemented in the field What do you need to succeed? Must haves: Wealth Management Canada domain knowledge, particularly related to account opening systems, processes, and documentation (ClientSource, COB) Minimum 4 years front office experience with DS or PHN Strong communication skills, both written and verbal, and ability to deliver presentations Excellent collaborator and stakeholder management experience Strategic mindset who challenges status quo Project Management experience Nice-to-have: Agile experience What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Acces

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