Senior Product Owner, Global Wealth Management

Toronto, CA
Posted 2 days ago

About this role

Requisition ID: 267119

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Senior Product Owner, you will play a critical role in delivering large-scale transformation across Wealth Management by modernizing client and account onboarding and servicing experiences. This role sits at the center of cross-functional delivery, driving initiatives that reduce manual effort, improve Advisor productivity, and enable scalable, compliant client growth. You will own the product vision and roadmap for complex, multi-system capabilities, partnering across business, technology, and operations to deliver seamless, end-to-end client journeys aligned with strategic outcomes.

Is this role right for you? In this role you will:

  • Define and own the product vision and roadmap for onboarding and servicing capabilities, aligned to business strategy, regulatory requirements, and client needs
  • Translate strategic priorities into a clear, actionable roadmap with defined outcomes and measurable impact
  • Own and prioritize the product backlog, ensuring delivery teams are aligned to highest-value initiatives
  • Drive end-to-end execution across squads, ensuring transparency on progress, risks, and dependencies
  • Lead resolution of complex delivery challenges across systems, partners, and stakeholders
  • Lead the design and optimization of onboarding and servicing journeys to eliminate friction and improve usability
  • Identify and address key pain points through data, feedback, and continuous iteration
  • Ensure solutions deliver measurable improvements in client and Advisor experience
  • Leverage data, research, and industry insights to inform decision-making and prioritization
  • Monitor outcomes and continuously refine the roadmap based on performance, adoption, and business impact
  • Partner with cross-functional stakeholders to align on priorities, scope, and delivery outcomes
  • Ensure initiatives adhere to risk, compliance, and operational standards
  • Communicate progress, risks, and outcomes effectively to senior leadership
  • Foster a high-performing, client-focused team culture
  • Mentor junior team members and contribute to capability development across the organization
  • Challenge the status quo and drive continuous improvement in processes and ways of working

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Undergraduate degree in Business, Finance, Technology, or related field
  • Advanced degree or certifications (e.g., Agile, PMP, CFA, CSM) are assets
  • Canadian Securities Course (CSC) or equivalent designation preferred
  • 8+ years of experience in product ownership or product management, preferably within wealth management, financial services, and/or fintech
  • A proven track record delivering complex, large-scale initiatives in regulated environments
  • A deep understanding of client onboarding, servicing workflows, and associated regulatory considerations
  • A demonstrated ability to lead cross-functional teams and influence stakeholders at all levels
  • Strong delivery management skills with experience navigating competing priorities and ambiguity
  • A data-driven mindset with the ability to translate insights into product decisions
  • Experience working with complex systems and workflows; exposure to APIs or workflow platforms is an asset
  • Experience with Agile delivery tools (e.g., JIRA, Confluence) and workflow visualization tools (e.g., Visio)
  • Familiarity with design thinking and agile methodologies

Location(s): Canada : Ontario : Toronto

[REDACTED] is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At [REDACTED], we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at [REDACTED]; however, only those candidates who are selected for an interview will be contacted.

Recommended Skills for this Position

UX Strategy
Feature Prioritization
Customer Experience (CX) Design
Journey Mapping
Cross-Functional Collaboration
Agile/Scrum
Data-Driven Design
Iterative Design
Onboarding Experience Design
Stakeholder Communication and Influence
Design Metrics and KPIs
Design Thinking
Service Design
User Research
Systems Thinking
Human-Centered Design

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