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 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Product Manager In Wealth Management in Winnipeg, MB vacancy
- Elevate your career with Scotiabank as a Senior Product Owner focused on transforming Wealth Management experiences in Toronto. Drive client onboarding and servicing enhancements through impactful product management. In this essential role, you will lead the vision and roadmap...Senior
- 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
- 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
- ...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
- Lead wealth management transformation projects in Montreal through budget, schedule, and change management accountability. Work under a hybrid... ...increments.This project manager assignment supports the GPAP senior vice-presidency’s transformation program. You will deliver Fonds...Senior
$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- 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
- 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
...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$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- 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
- ...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
- 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
- ...worth financial plans with Canadian tax law expertise and CFP fluency at Wealthsimple’s hybrid Wealth Management team. Use AI tools to model strategies more efficiently.As a Senior Tax Planner, you will refine sound plans for clients with $1MM–$3MM, with some exposure up to...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
- 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
- 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
- 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
- Royal Bank of Canada is seeking a Senior Director, Operations in Canadian Wealth Management Operations to lead strategy, oversight, and transformation across multiple departments. You will guide a large team of managers, collaborate with cross-functional partners, regulators...Senior
- Select how often (in days) to receive an alert: Title: Senior Manager, Data Product ManagementRequisition ID: 276428 Join a purpose driven winning... ..., Data Product Management, is a key role within the Global Wealth Management (GWM) Data Centre of Excellence (Data CoE)....SeniorWork at office
- Title: Senior Investment Product ManagerRequisition ID: 278195Join a purpose driven winning team, committed... ...PurposeThe Senior Investment Product Manager, is responsible for the design and... ...including personal and commercial banking, wealth management and private banking, corporate...SeniorWork at officeShift work
$120.8k - $170.8k per year
...institutions with a broad range of financial products and services, including consumer banking... ...brokerage, transaction services, and wealth management. Our core activities are safeguarding... ...execution-focused Technology Product Management Senior Manager (C13) to join our Banking...SeniorFull time$105k - $123k per year
...professionally. Business OverviewFidelity Wealth is a wealth management service designed to help advisors... ...Fidelity Wealth, please visit Product Owner, Wealth Digital ExperienceHow You... ...maintain strong working relationships with senior management, internal stakeholders, and...SeniorWork at officeHome officeFlexible hoursAfternoon shiftEarly shift- Title: Delivery Manager, Wealth Management Requisition ID: 278377Join a purpose driven winning... ..., and governance under the guidance of senior delivery leaders.What will you do? Lead... ...through a broad range of advice, products and services, including personal and commercial...SeniorWork at office
$150k - $225k per year
Senior Wealth Advisor - Stenner Wealth Partners+ VancouverCompetitive Compensation: $150-$... ...assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive... ...using AI and technology tools to improve productivity and client service.Legally entitled to...SeniorLong term contractPermanent employmentWork at office- ...is the leading provider of AI-powered IT management and cybersecurity software, serving Managed... ...of IT: whether you're in engineering, product, sales, marketing, customer support, or operations... ..., strategic, and highly customer-focused Senior Product Manager responsible for defining...SeniorLong term contractSecond jobWorldwide
- ...5th Floor)Public Sector Experience: Required – OPS / Public SectorContract End Date: 2027-09-28 *Rate: $102/hourOverview The Senior Product Manager will lead product strategy, roadmap, and delivery decisions for an enterprise platform supporting business services within the...SeniorContract workWork at office
- What We NeedCorpay is currently looking to hire a Senior Product Manager within our Product Managementdivision. This position falls under our Cross Borderline of business and is located in Toronto, but the team is open to candidates in the United States. In this role, you will...SeniorLocal area
$122.4k - $183.6k per year
...offerings to explore new partnerships, and solutions that can create greater value for our members and customers.We're looking for a Senior Manager, Product Management (Third-Party Offerings) who can help us discover what's next.This is an exciting opportunity for a strategic,...SeniorInternshipWork at officeMonday to fridayFlexible hours- ...customers with hundreds of thousands of restaurant, grocery and convenience partners across the globe. About this role:As Senior Product Manager in the Profile and Account team, you will be part of the Engagement & Retention and Courier Profile domain, which builds the platform...SeniorLocal areaRemote workFlexible hoursNight shift
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
- salesforce product manager Winnipeg, MB
- assistant product manager Winnipeg, MB
- director product management Winnipeg, MB
- senior product manager Winnipeg, MB
- junior product manager Winnipeg, MB
- responsable de produit Winnipeg, MB
- associate product manager Winnipeg, MB
- digital product manager Winnipeg, MB
- technical product manager Winnipeg, MB
- product safety manager Winnipeg, MB

