Own and manage the product backlog for brokerage back-office and tax-related solutions.
Collaborate with brokerage clients, customer support teams, product strategists, and internal stakeholders to gather, refine, and prioritize product requirements.
Translate client requests, operational needs, and business goals into epics, features, and user stories with clear acceptance criteria.
Define product requirements using established product management and agile methodologies.
Serve as the primary point of contact between business stakeholders and solution development teams throughout the product delivery lifecycle.
Work closely with application architects, development teams, and QA teams to ensure product functionality is accurately designed, built, tested, and delivered.
Participate in solution design discussions and validate that proposed changes align with business needs and product strategy.
Support release planning, implementation strategy, and rollout execution to ensure successful delivery and adoption.
Provide product guidance, user documentation, and training for new product capabilities and enhancements.
Monitor product outcomes, stakeholder feedback, and operational performance to continuously improve solutions.

Bachelor’s Degree or College Diploma in Business Administration, Computer Science, Information Technology / Systems.
5 years of product management experience.
Extensive knowledge of Wealth Management Back Office and Business Management applications.
Strong understanding of front-office and back-office brokerage business operations within the Canadian securities industry.
Demonstrated ability to manage and prioritize complex product and system requirements.
Experience translating business needs into product requirements, user stories, and functional outcomes.
Strong analytical skills with the ability to interpret complex business, operational, and regulatory data.
Ability to perform data mapping and review technical design documents to ensure alignment with product intent.
Experience working cross-functionally with clients, developers, architects, QA teams, and support organizations.
Strong communication, stakeholder management, and decision-making skills.

Product Owner

Key skills