Senior Product Manager In Wealth Management
Purpose Advisor Solutions Inc
Become a key driver of innovation as a Senior Product Manager in Wealth Management. Shape product strategies while enhancing client experiences through technology-focused solutions.
In this influential role, your expertise will bridge client relations and product execution. You will navigate the product lifecycle, defining requirements that reflect user needs and ensure compliance. Your engagements will span various teams, allowing you to create cohesive roadmaps and facilitate adoption of cutting-edge integrations for enhanced wealth management.
Key Responsibilities: - Create actionable product vision and strategies - Work with client and engineering teams to extract insights - Prioritize requirements aligned with regulatory standards - Write clear user stories for the development team - Oversee and improve product performance metrics
Requirements: - Significant experience in wealth management or fintech - Strong focus on product rather than project management - Familiarity with technical aspects of product integrations - Proven ability to influence stakeholders effectively - Forward-thinking approach to incorporate AI in products
Utilize your wealth management knowledge to drive impactful product decisions and enhance client success through innovative solutions.#J-18808-Ljbffr
In this influential role, your expertise will bridge client relations and product execution. You will navigate the product lifecycle, defining requirements that reflect user needs and ensure compliance. Your engagements will span various teams, allowing you to create cohesive roadmaps and facilitate adoption of cutting-edge integrations for enhanced wealth management.
Key Responsibilities: - Create actionable product vision and strategies - Work with client and engineering teams to extract insights - Prioritize requirements aligned with regulatory standards - Write clear user stories for the development team - Oversee and improve product performance metrics
Requirements: - Significant experience in wealth management or fintech - Strong focus on product rather than project management - Familiarity with technical aspects of product integrations - Proven ability to influence stakeholders effectively - Forward-thinking approach to incorporate AI in products
Utilize your wealth management knowledge to drive impactful product decisions and enhance client success through innovative solutions.#J-18808-Ljbffr
Vacancy posted 56 minutes ago
Similar jobs that could be interesting for youBased on the Senior Product Manager In Wealth Management in Winnipeg, MB vacancy
- Select how often (in days) to receive an alert: Title: Senior Product Owner, Global Wealth ManagementRequisition ID: 267119Join a purpose driven... ...role in delivering large-scale transformation across Wealth Management by modernizing client and account onboarding and servicing...Senior
- A leading fintech company in Canada is seeking a Product Manager to drive digital product development in wealth management. The ideal candidate will have strong experience in the wealth management industry and a deep understanding of financial terminology. Key responsibilities...Senior
- ...Lead legal product strategy with AI automation expertise at Clio, working remotely across the United States or Canada excluding Quebec. As Senior Product Manager, you will guide Clio’s core case management portfolio. Your legal experience will inform product strategy, usability...SeniorRemote work
- Select how often (in days) to receive an alert: Title: Senior Digital Product Owner, Scotia Wealth ManagementRequisition ID: 277520Join a purpose driven... ...-performing culture. As part of the Global Wealth Management Digital team the Senior Digital Product Owner, Scotia Wealth...Senior
- ...Amazon Business Operations - Analytics and Tech is seeking a Product Manager to own the roadmap for bulk and large order fulfillment. You will work with engineering teams to overhaul sourcing, consolidation, packing and shipping for very large orders—and measure outcomes against...Senior
- ...Lead digital health product strategy from Toronto, with senior product management expertise and remote work available when onsite presence is unnecessary. Cloud Resourcing seeks a senior Product Manager for complex digital health or enterprise integration products. The...SeniorRemote work
- ...across North America. Shape differentiated services.As Senior Manager, you will define what exceptional wealth management advice feels like and prove the model... ...retail, elite financial services, sales, service, and product teams. You will build for real clients while turning...Senior
- As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service... ...have leeway and opportunities to establish and negotiate product and service terms. You serve as an expert in your line of...SeniorInternshipRemote workFlexible hours
- Lead complex wealth management projects in Montreal’s hybrid model, applying project planning, risk management, and stakeholder coordination expertise.COFOMO seeks a Project Manager with more than 10 years of relevant experience in large-scale project management. You will coordinate...Senior
- ...business partners. As part of this work, you will act as an individual contributor or lead multi-skilled audit teams covering the Wealth Management Line of Business. In addition, you will identify business controls, design audit steps and perform testing of these key controls...SeniorRemote work3 days per week
- As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.Required You advise and assist members and clients in executing strategies using the 360° approach, including...SeniorInternshipRemote workFlexible hours
$115.6k - $163.2k per year
...strategy Oversee / lead / manage and plan audit engagement work... ...opportunities and recommending action to senior management Act as a... .../ culture that encourages productivity, innovation, process improvement... ...strive to make every interaction, product, and experience remarkably...SeniorLong term contractWork from home- Title: Senior Manager, Wealth Management Taxation - Toronto, ONRequisition ID: 274565 Join a purpose driven winning team, committed to results,... ...Managed Business course; Solid understanding of financial products and services they are helping advisors to support; and...Senior
$115.6k - $163.2k per year
...audit strategyOversee / lead / manage and plan audit engagement work... ...and recommending action to senior management Act as a strategic... ...environment / culture that encourages productivity, innovation, process... ...strive to make every interaction, product, and experience remarkably human...SeniorLong term contractWork from home- ...fluency, structured problem-solving, and cross-functional leadership across wealth operations.As Senior Manager, Wealth Strategy and Research, you will partner with Wealth, Marketing, Finance, Product, Technology, Compliance, and Risk. You will structure ambiguous challenges,...Senior
$110k - $125k per year
...they are. Find our story here: About Meridian As a Senior Manager, Sales Effectiveness (Wealth):Reporting to the AVP, Wealth Distribution, you will... ...strengthen Member relationships and improve advisor productivity. This role leads a team accountable for developing and...SeniorWork at officeRemote work- Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This senior... ...Securities Course and estate or tax coursesKnowledge of insurance products and solutionsUse Naviplan, presentation skills, and...Senior
- Apply wealth management expertise and complex SQL skills as a Business Analyst in Toronto, with... ...attendance three days weekly onsite.This mid-senior contract supports banking, wealth... ...development, and testingSupport testing and post-production validation as SMERequirements: 10+...SeniorContract work
$85.5k - $185k per year
...Family Group: Technology Please note: Wealth Management Experience is a MUST; This is a... ...Operations, Finance, Risk, Compliance, Sales, Product, and Technology partners to deliver... ...risks, dependencies, and recommendations to senior leadership. Manage vendor...SeniorPart time- ...offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax... ...and learn more about how we work. The RoleAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built...SeniorLong term contract
- Senior UAT Lead – Wealth ManagementLocation: Toronto, ONWork Model: Hybrid (2 days per week in-... ...preferred)Skills: HP ALM, BFS: Wealth Management, Automated QA – TestCompleteYears of... .... Understanding of investment products, portfolio management, client reporting...SeniorWork at office2 days per week
- BMO Financial Group is seeking a Technology Leader for Wealth Management in a hybrid Canada-based role. You will drive architecture, platform modernization, and data-enabled decision support across enterprise systems, with emphasis on security, resiliency, and scalable APIs...Senior
- Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies,...Senior
- Drive wealth strategy transformation at BMO, combining change management and cross-business coordination from its Toronto office.As Senior Manager, you will manage projects and programs aligned with enterprise and group goals. You will break down strategic problems, deliver...SeniorWork at office
- Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and...SeniorLong term contract
- Croesus seeks an Account Manager to deepen and expand relationships within an assigned portfolio, driving revenue growth and delivering Croesus solutions tailored to client needs. You will build strategic plans, collaborate with sales, marketing, and development teams, present...Senior
- Shape holistic financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored... ...clients with ATB’s internal experts. You will manage complex investment solutions, including mutual funds and...Senior
- ...modeling, and clear communication with advisors and clients. This hybrid team uses AI as an operating extension.The Senior Tax Planner supports Wealth Management clients by finding incremental tax value within already sound plans. You will combine CPA-level tax expertise with...Senior
- Serve Quebec high net worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial plans...Senior
- Select how often (in days) to receive an alert:Title: Senior Manager, Wealth Strategy and Research - Tangerine Requisition ID : 275098At Tangerine... ...flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking,we’recommitted to...SeniorPermanent employmentFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Product Manager In Wealth Management. Be the first to apply!
Related searches
- responsable de produit Winnipeg, MB
- associate product manager Winnipeg, MB
- healthcare product manager Winnipeg, MB
- senior product manager Winnipeg, MB
- assistant product manager Winnipeg, MB
- digital product manager Winnipeg, MB
- junior product manager Winnipeg, MB
- product safety manager Winnipeg, MB
- technical product manager Winnipeg, MB
- chief product officer Winnipeg, MB

