Digital Product Owner, Advisor Tools

Job Description

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

Who We Are

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.

What You'll Do

Reporting to the Manager, Digital Experience, the Digital Product Owner, Advisor Tools will help

support delivery and maintenance of our proposal tools to help evolve Fidelity's digital experience to better serve our customers. The individual will be responsible for ensuring that Fidelity's Digital

Marketing products and platforms are developed so that they meet the goals of driving business

results, integrating data, delighting users, with a future-proof approach including for AI, and that they continuously evolve to meet changing market demands and new opportunities. With this mandate, they own the product backlog to deliver features and enhancements that achieve those goals.

As the member of the team primarily responsible for driving a process of Continuous Discovery and

Delivery, it is the Digital Product Owner, Advisor tools that is primarily 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: Marketing, Product, Sales, Corporate Affairs,

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

• Own product roadmap, feature delivery following Agile best practices. Orchestrating implementation pipeline by owning the product backlog
• Participate in regular scrum meetings, sharing updates on backlog items, implementations, and roadmap refinements.
• Help implement streamlined scoping processes and governance mechanisms to minimize delays and support adherence to project timelines, budgets, and quality standards.
• Stay up to date with industry best practices and emerging trends to support continuous improvement and innovation.
• Actively assess and mitigate product risk (financial, partner, marketing, sales, legal and ethical risks) including ownership of Proposal tools and fund data integrations on
• Support and implement technical enhancements to advisor tools to manage deliver exceptional client experience.
• Conducting regular group exercises to identify opportunities for incremental functional improvements for Advisor tools
• Monitor and gather feedback from clients, Sales and data insights to influence the feature roadmap
• Setting and tracking product success metrics and being accountable for how and when product enhancements are released into production as Product Owner
• Detailed documentation on features, business, technical and model requirements created and/or kept up-to-date for any new or existing tools/integrations.

What We're Looking For:

• Completed University Degree (bachelor's degree) in Marketing, Business, Arts, Math, IT/Engineering or equivalent work experience
• 5+ years' experience in digital marketing, computer science, digital analytics, or digital customer experience (DCX) working with the Mutual Fund and ETF Investment industry
• Deep expertise within digital product management as a product owner with working knowledge of Agile
• 2+ years working as a product owner, business analyst or technical role
• 3+ years in large scale technology implementations or website redesign across an organization
• 3+ years managing large-scale web or platform implementations within marketing, financial services, or advisor enablement

Nice to Have:

• Experience supporting advisor tools or proposal platforms in asset management or financial services
• Exposure to data-driven personalization or recommendation systems
• Experience/ basic knowledge of Decibel, Medallia, Salesforce, Snowflake and Marketo is an asset
• Experience with IOS and Android mobile application development practices (i.e., native, hybrid, or both)

The Expertise You Bring

• Experience creating agile product roadmaps, backlogs, business case development and ROI reporting
• Demonstrated comfort with data integrations and documenting systems/processes (Salesforce, Snowflake, databases, etc.)
• Awareness of risk, control, and compliance processes in regulated financial institutions
• Experience contributing to UX testing and continuous discovery processes
• Experience with user analytics tools such as Adobe Analytics
• Strong critical thinking and problem-solving skills
• Product strategy development driven by business goals, key metrics and outcomes
• Experience in user behavioral analytics tools and methodologies
• Excellent communication and leadership skills, both written and oral
• The ability to drive consensus amongst key stakeholders
• Leadership and presentation skills to passionately articulate product vision throughout the organization.

Current work authorization for Canada is required for all openings.

Some of the ways we'll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada's Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at

.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers

o Greater Toronto's Top Employers

o Canada's Top Family-Friendly Employers

o Canada's Top Employers for Young People

• Great Place To Work Certified

o Best Workplaces for Inclusion

o Best Workplaces for Mental Wellness

o Best Workplaces for Today's Youth

o Best Workplaces for Women

o Best Workplaces in Financial Services & Insurance

o Best Workplaces in Ontario

o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program

o HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team