Sr Product Manager, CAN
Edward Jones
- Ontario
- Permanent
- Full-time
- Leading the design, planning and execution of the department's product development strategies and roadmap for fee-based programs, with a focus on managed accounts.
- Provides advanced subject matter expertise within the fee-based and managed account space, including the Unified Managed Accounts (UMA) platform, and products offered within the platform (e.g., fund models, SMAs, etc.).
- Leading complex product enhancements and driving new product development initiatives
- Collaborating with UMA vendor to drive alignment with firm objectives, roadmap, guidance, and philosophy.
- Partnering with Change Management team to devise and execute a change management plan that will ensure the success, adoption and understanding of new product offerings.
- Partnership with Marketing department to develop new client-facing materials that properly convey the value proposition, features and benefits of new products being launched.
- Partnering with key departments and stakeholders to develop new branch-facing content that will support our product development goals, including user guides, videos, e-learning content, and so on.
- Proactively identifying and engaging with various stakeholders on product and process enhancement ideas based on branch feedback.
- Leading advanced level and high-impact product enhancements and/or new product development from concept through launch.
- Supports department with advanced level expertise across the 7 Dimensions of Product Management, which include: product expertise, competitive and industry knowledge, supply and demand, regulatory and risk management, innovation, product partner relationship management, and systems, tools, and processes.
- May take a lead role in the training and/or development of other associates.
- Bachelor's degree required
- Master's degree or financial industry designations (e.g., MBA, CFA, CFP, CIF) will be a plus
- Canadian Securities Course required or to be obtained within 6 months of hire
- Has a minimum of 7 years of financial services industry experience
- Experience with Unified Managed Accounts (UMA) and/or Separately Managed Accounts (SMA) is strongly preferred
- Experience with fee-based programs and/or managed accounts strongly preferred
- Possess personal initiative and interpersonal skills.
- Must possess excellent written and verbal communication skills.
- Must be able to create and deliver professional presentations internally and externally, and must be able to answer routine and complex questions on the spot
- Must possess intermediate/advanced product/technical knowledge and understanding of current tax, regulatory or other pertinent changes that affect the product line or discipline
- Working knowledge of Microsoft Office suite: Word, Excel, PowerPoint, Outlook, and SharePoint
- Working knowledge of product development software (Jira, Aha, Mural, etc.) will be a plus