Product Owner Private Wealth

3 weeks ago

Toronto, Canada Fidelity Investments Full time

Job Description

You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Product Owner Private Wealth

How You’ll Make an Impact:
Position Overview

The Product Owner is responsible for ensuring Fidelity Private Wealth’s products and platforms are developed so that they meet our goals of driving business results, integrating data into our CRM tools, delighting users with technology and automation and that they continuously evolve to meet changing wealth industry demands and new opportunities. With this mandate, they own the product backlog to deliver features and enhancements that achieve those goals.

The Product Owner represents the business unit in a cross-functional Agile team. With ownership of the product(s) responsibilities including managing and making visible the product backlog, prioritizing requirements for future product development, and evaluating the work generated by the team to ensure enhancement of features and functionality of the product.

The Product Owner is responsible for ensuring that all product risks are identified early and continuously through the product development lifecycle, that all key stakeholders (including, but not limited to: Product, Sales, Corporate Affairs, Marketing, Advanced Analytics, Development, QA,

Operations, Compliance) are engaged continuously and collaboratively, driving toward each release or deliverable throughout the product lifecycle.

Responsibilities also include but are not limited to assessing current systems / business procedures, participating in operational reviews, documenting requirements, coordinating user acceptance testing, and ensuring successful implementation of enhancements.

**Responsibilities**:

- Work within Agile team to deliver best software solutions for our suite of products._
- Acts as Product Owner for Agile team, participating in Scrum meetings and product sprints.
- Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy.
- Provide vision and direction to the Agile development team and stakeholders throughout the project and create requirements.
- Plan and prioritize product feature backlog to ensure there is a clear vision and roadmap.
- Oversee all stages of product creation including design and development, monitoring progress at each stage.
- Assist with Agile team reporting and road-mapping.
- Keep abreast with Agile/Scrum best practices and new trends.
- Maintain and make available an accurate and current product backlog.
- Liaison with Product Sponsor and Management to ensure successful delivery priority.
- Successful presentation of delivered features and status to senior management team and stakeholders.
- Successful coordination with Scrum Master(s) to ensure teams are delivering the best results.
- Participate in Operational Reviews_
- Attend kick off meetings to review existing operational controls.
- Organize documentation in advance of operational process reviews.
- Schedule resources and coordinate operational process walkthroughs & follow-up meetings.
- Conduct meetings with management to update them on the status of process analysis, findings and recommendations for enhancements.
- Assist with the implementing of process improvements and efficiency recommendations.
- Lead systems enhancement change management planning_
- Facilitate discussions between business departments & systems division to identify business requirements, testing needs and implementation timelines.
- Organize departmental and/or divisional communication.
- Coordinate updating relevant training materials and job aids.

What We Are Looking For:
Experience
- 2+ year(s) working experience in the financial industry, specifically client services and/or operations dealing directly with investors (required)
- 2+ year(s) working experience as a Product Owner, Business Analyst or equivalent (required)
- Working knowledge of Agile methodologies such as Scrum, Kanban, Lean, XP etc. (required)
- Experience creating agile product roadmaps, backlogs, business case development and ROI reporti

  • Product Owner

    1 month ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: IT - Application Support **Reporting To**: VP Platform Management & Application Support **Job Id**: ITAS - 019 **Job Level**: L5 **Seniority Level**: Mid-Senior **Position Overview**: The Unifide Product Owner role will lead a team of analyst in managing the design,...

  • Senior Product Owner

    3 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 195544 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As part of the Wealth Digital Transformation team the Senior Product Owner has passion and drive to enhance the best in class experience our clients receive across our digital platforms which encompass client journeys of...

  • Senior Product Owner

    21 hours ago

    Old Toronto, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Product Owner - Wealth Management Requisition ID: 195544Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As part of the Wealth Digital Transformation team the Senior Product Owner...

  • Senior Product Owner

    19 hours ago

    Old Toronto, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Product Owner - Wealth Management Requisition ID: 195544Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As part of the Wealth Digital Transformation team the Senior Product Owner...

  • Senior Product Owner

    18 hours ago

    Old Toronto, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Senior Product Owner - Wealth Management Requisition ID: 195544Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As part of the Wealth Digital Transformation team the Senior Product Owner...

  • Senior Product Owner

    4 days ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 195544Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As part of the Wealth Digital Transformation team the Senior Product Owner has passion and drive to enhance the best in class experience our clients receive across our digital platforms which encompass client journeys of...

  • Security Master

    1 month ago

    Toronto, Canada TD Bank Full time

    410433BR Product Management & Development Toronto, ON May 29, 2023 Company Overview Department Overview - The Data Strategy team is accountable for leveraging data strategically to drive growth and realize business efficiency and effectiveness while satisfying regulators. We work closely with our business, technology, and operations stakeholders to...

  • Security Master

    1 month ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - The Data Strategy team is accountable for leveraging data strategically to drive growth and realize business efficiency and effectiveness while satisfying regulators. We work closely with our business, technology, and operations...

  • Product Owner

    4 weeks ago

    Toronto, Canada Dawn InfoTek Inc. Full time

    Dawn InfoTek Inc. is a professional IT consulting team that partners with major financial institutions, investment firms and government sectors. We have been dedicated to delivering cutting-edge consulting services and recruiting all levels of IT positions for our clients. We are currently seeking competent individuals to fulfill the role of **Product...

  • Product Owner

    1 month ago

    Toronto, Canada Univeris Corp Full time

    **Who we are** Univeris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than...

  • Product Owner

    1 month ago

    Toronto, Canada Univeris Corp Full time

    **Who we are** Univeris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than...

  • Product Owner

    1 month ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - The Direct Investing industry is undergoing transformational change that is redefining and reshaping how we deliver and compete. The Active Trader & Long-Term Investor Solutions Product Group focuses on identifying emerging...

  • Product Owner

    7 days ago

    Toronto, Canada TD Bank Full time

    404655BR Product Management & Development Toronto, ON March 30, 2023 Company Overview Department Overview - The Direct Investing industry is undergoing transformational change that is redefining and reshaping how we deliver and compete. The Active Trader & Long-Term Investor Solutions Product Group focuses on identifying emerging opportunities to...

  • Product Owner

    1 month ago

    Toronto, Canada Dawn InfoTek Inc. Full time

    Dawn InfoTek Inc. is a professional IT consulting team that partners with major financial institutions, investment firms and government sectors. We have been dedicated to delivering cutting-edge consulting services and recruiting all levels of IT positions for our clients. We are currently seeking competent individuals to fulfill the role of Product Owner...

  • Investment Counsellor, Private Wealth

    4 days ago

    Toronto, Canada Manulife Full time

    Job Description Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the...

  • Investment Counsellor, Private Wealth

    4 days ago

    Toronto, Canada Company 116 - Manulife Investment Management Limited Full time

    Description Manulife Private Wealth (“MPW”) delivers discretionary investment counselling services to High-Net-Worth individuals and their families. We believe open architecture investment solutions and a global approach should be an integral part of our clients’ financial planning for the future. For more information, please visit the Manulife...

  • Product Owner

    4 weeks ago

    Toronto, Canada Dawn InfoTek Inc. Full time

    Dawn InfoTek Inc. is a professional IT consulting team that partners with major financial institutions, investment firms and government sectors. We have been dedicated to delivering cutting-edge consulting services and recruiting all levels of IT positions for our clients. We are currently seeking competent individuals to fulfill the role of Product Owner...

  • Product Owner

    2 days ago

    Toronto, Canada Mortgage Automator Full time

    **Product Owner** Mortgage Automator is an award-winning B2B SaaS in the financial technology (fintech) space with a strong focus on private lending. It’s a cloud-based loan management system that fully automates private lending businesses of any size: from document generation, compliance, and reporting, to helping manage investor relations, and...

  • Investment Analyst, Private Wealth Investment Management Group

    4 days ago

    Toronto, Canada Fidelity Investments Full time

    Description Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly...

  • Wealth Planning Associate

    1 day ago

    Toronto, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...