Job Overview

Drive product strategy and execution across Wealth Management Canada’s Portfolio Management ecosystem spanning Custodian services, Investment Book of Record, modeling and rebalancing, trading, investment strategy management, compliance automation, and AI‑driven decision support tools. Own the full product lifecycle—from discovery and requirements definition to implementation and optimization—ensuring advisors deliver sophisticated, compliant‑managed solutions.

Key Responsibilities

• Define and communicate product vision across Portfolio Management and related capabilities, articulating business value and strategic alignment to diverse stakeholder groups.
• Own requirements discovery and documentation, conducting interviews, competitive analysis, and stakeholder assessments to inform product decisions and system specifications.
• Translate business needs into technology solutions by collaborating with architects, technol...